Jonathan Garner: An Unusual Cycle for Asia and EM Equities

Jonathan Garner: An Unusual Cycle for Asia an...

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What’s Driving Japan’s Market Momentum

Recorded live at the Morgan Stanley and MUFG Japan Summit, our Global Chief Economist and Head of Macro Research Seth Carpenter led a discussion on Asia’s exposure to the energy shock and Japan’s bullish outlook.Read more insights from Morgan Stanley.----- Transcript -----Seth Ca ...  Afficher plus

Why the UK’s Economy May Surprise Investors Again

Our Global Head of Fixed Income Research Andrew Sheets and Chief UK Economist Bruna Skarica discuss why they see a more constructive UK outlook than markets do, despite energy, fiscal and political risks.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: ...  Afficher plus

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Taking Stock: What’s Ahead for US Markets
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It’s been a bleak year for the stock market which, despite some short-term rallies, is still firmly entrenched in bear market territory. So where do we go from here? In the latest episode of Exchanges at Goldman Sachs, David Kostin, chief U.S. equity strategist in Goldman Sachs R ...  Afficher plus

Stocks Jump After Fed Pause, and Is Now the Time to Buy China? 11/1/23
CNBC's "Fast Money"

Major indexes all closed higher after the central bank, as expected, held rates steady for a second straight meeting. We dig in on chair Powell’s commentary and what it means for the markets. Plus, Yum Brands, Estee Lauder and Canada Goose among the companies raising concerns ...

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Nvidia Reignites A Global Rally In A.I. Stocks
Market Depth

Despite Fitch putting the US's credit rating on negative watch, global markets are largely brushing off debt-ceiling risk. Weston Nakamura comments on the knee-jerk market reaction to the Fitch headline of strength in the yen and in gold, and also provides color on how the larges ...  Afficher plus

Strong US jobs data hammers the recession 'optimism'
Market Talk: What’s up today? | Swissquote

Strong US jobs data revived the Federal Reserve (Fed) hawks on Friday. The US 10-year yield jumped, and the US dollar gained. Gold gave back a part of gains, and US stocks closed in the negative, although the three major US indices closed the first week of August in the positive. ...  Afficher plus