Andrew Sheets: Why 2024 Is Off to a Rocky Sta...

Morgan Stanley Research analysts Michelle Weaver, Ravi Shanker and Dave Arcaro discuss two industrial inflection points: how long it will be before autonomous trucking becomes a reality and why power infrastructure is racing to keep up with AI-driven demand.Read more insights fro ...  Show more

Diesel is at the center of an international supply squeeze, with prices rising to historic highs. Andrew Sheets and Martijn Rats unpack why this industrial fuel matters far beyond the pump.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thou ...  Show more

While 2023 created a challenging macro backdrop of stubborn inflation, heightened geopolitical tensions and sluggish growth, a year-end rally increased the prospect of a brighter 2024 economic outlook. David Lebovitz and Arjun Menon, Global Market Strategists, Multi-Asset Solutio ...  Show more

A new trading year is officially underway so the big question is: is the bull market safe and sound… or just taking on a different look? Dan Greenhaus of Solus Alternative Asset Management and New York Life Investments’ Lauren Goodwin give their takes. Plus, tech saw a year of ...

In 2023, global equity markets experienced a notable surge, driven by resilient economic growth and increased investor confidence, setting an optimistic tone for the forthcoming year. In particular, U.S. equity performance surprised investors, but with higher rates and in ...

In 2022, the economy experienced volatile and decelerating growth as well as high inflation, leading economists to believe that gradual easing of inflation is unlikely as central banks are set to over tighten policy. So what does 2023 have in store for investors? Wei Li, ...