Election year effects will stave off recession until 2025

Election year effects will stave off recessio...

Up next

Northwestern Mutual's Schutte: 'We're in economic cycle overtime'

Brent Schutte, chief investment officer at Northwestern Mutual Wealth Management Co., says that the current economic cycle is in "overtime," a point where the stock market gets narrow. As the cycle ends, however, he expects the market to broaden out, which could carry it higher, ...  Show more

Glenview's Stone: 'Earnings are the fuel that sends stocks higher'

Bill Stone, chief investment officer at Glenview Trust, says that the stock market "continues to price in that the Iran conflict is going to be over [soon]," which has kept the focus on blockbuster earnings numbers, which have been so strong that they have overcome virtually all ...  Show more

Recommended Episodes

Time for a Bull Market Correction?
Thoughts on the Market

As the S&P 500 continues to rally, our CIO and Chief U.S. Equity Strategist Mike Wilson discusses three factors that could lead to a stock market correction in the near term.

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

  Show more

Market Rebounds but Growth Is Uncertain
Thoughts on the Market

Although markets have recovered over the last few weeks after a sudden drop, our Head of Corporate Credit Research warns that investors are still skeptical about the growth outlook.


----- Transcript -----


Welcome to Thoughts on the Market. I'm ...

  Show more

The Roaring '20s Economy and Stock Market
Barron's Live

Ed Yardeni, president of Yardeni Research, has predicted the economy will "roar" through the 2020s and perhaps into the 2030s, propelled by productivity growth. It's a bullish recipe for markets, too. Barron's Senior Managing Editor Lauren R. Rublin and Deputy Editor Ben Levisohn ...  Show more

Market Volatility Raises Risk-On or Risk-Off Question
Bloomberg Businessweek

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams discusses that while the cues from S&P 500 earnings generally support the outlook for stocks this year, the market's tolerance for risk is being ...  Show more