Interest Rate Declines Will Bring Fated "Soft...

In this episode, we explore the fog of war in markets, where geopolitics and volatility scramble investors’ assumptions. Quinn and Felix break down the macro landscape, analyzing war narratives, energy shocks, and shifting expectations for growth, jobs, and Fed policy. We debate ...  Show more

Chief Macro Strategist at Clocktower Group, Eric Wallerstein, explores how shifting geopolitics, Trump-era monetary policy, and structural economic forces are reshaping global macro. We cover tariffs, the dollar, Iran-driven market shocks, Fed balance sheet strategy, and the futu ...  Show more

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. US stocks have been on a tear, setting more than 20 all-time highs this year, but the Federal Reserve’s next move threatens to curb investors’ zeal, JPMorgan Chase & Co.’s trading desk warns. “This current bull ...  Show more

Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses how market volatility over the last month will affect equity markets as earnings season begins.

Read more <a href="https://www.morganstanley.com/ideas?cid=mg-SM_CORP-insights-17607" rel="noope ...

US equities struggled to keep up with the recent momentum yesterday, with the S&P 500 posting its worst day in three weeks, while the NASDAQ and the Magnificent 7 saw even larger declines. Questions around the Nvidia-OpenAI-deal weighed on segment. Over in Europe, there was much ...  Show more

Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses the escalating US-China trade war, the 90-day tariff pause, and raised recession risk during this market volatility.

Key Takeaways:

What an Escalating ...