Mike Wilson: Q1 Earnings - Impressive But Not...

Our Head of Asia Technology Research Shawn Kim explains what disruptions to shipping in the Strait of Hormuz could mean for the global semiconductor supply chain and the immediate future of AI infrastructure.Read more insights from Morgan Stanley.----- Transcript -----Welcome to ...  Show more

Our co-heads of Securitized Products Research Jay Bacow and James Egan discuss the impact of upcoming regulatory changes on U.S. mortgage rates and home sales.Read more insights from Morgan Stanley.----- Transcript -----Jay Bacow: It is March and there's some madness going on. I' ...  Show more

Stocks were broadly down today, but Nvidia gained another 5% and recent high flyers have been largely holding their own. But with risks from the Fed and mounting job cuts, are investors too euphoric about the outlook? Plus Eli Lilly jumped to a new record ahead of its earnings ...

Stocks rising ahead of tomorrow’s PPI report, as economists are looking for inflation pressures to ease as we get ready for the last Fed meeting of the year. But can the momentum contine. Plus, shares of Tesla have been cut in half this year. Is there any charge left in the stock ...  Show more

Ethan Harris, Head of Global Economics at Bank of America Merrill Lynch, joins the show to take a stethoscope to economies around the world for health checks. Plus, the markets bent, but didn’t break, after volatility swept in with the Autumn wind. What should investors expect fo ...  Show more

Stock losses accelerated midday after initially showing resilience in light of the stronger than expected jobs report. But Apple managed to post a solid gain, despite its disappointing earnings report. We dive into the market moves and lay out what’s next for investors. Plus t ...