MM147: Unravelling Interest Rates, Commoditie...

Anthony and Piers return to break down a busy start to 2026. They cover Wall Street’s Q4 earnings, where Morgan Stanley shines amid a wave of tech-led bond issuance, while J.P. Morgan and Goldman show mixed results.They also dig into Trump’s proposed cap on credit card interest, ...  Show more

2026 could be a historic year for the IPO market with over $3.6 trillion in expected valuations hitting the public stage. In this episode, we break down the hottest and most talked-about names in the pipeline: SpaceX, OpenAI, Anthropic, Stripe, Revolut, Canva, Databricks, and Tik ...  Show more

A recent slew negative headlines about U.S. EVs makes it feel like the sky is falling on the market. Yet the data show robust growth. Combined battery electric and plug-in hybrid sales in 2023 were up 50% from 2022. Meanwhile, EV market share reached 9.5% in 2023, up from 7.5% in ...  Show more

CNBC’s Brian Sullivan reports on the Fed and your money. U.S. stock futures slipped after the major averages suffered declines amid concerns of stubbornly high inflation metrics. St. Louis Federal Reserve President James Bullard said he backed a 50 basis point interest rate hi ...

No matter how much inflation rises, we’ll still need utilities, right? That’s what many investors think, and that has helped propel utilities stocks higher this year. But that might be about to change, as Morningstar’s Jakir Hossain explains. Plus, we look at why some of us ca ...

Rapidly declining inflation poses a challenge to revenue growth and earnings. So what should investors look out for to identify the winners from here?

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Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer and ...