Will 2025 Be a Turning Point for Credit?

Will 2025 Be a Turning Point for Credit?

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The Bullish Signals That Investors Overlook

Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses key catalysts that investors may be missing, but that are likely to boost U.S. equities in 2026.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan S ...  Afficher plus

Bigger Tax Refunds Likely to Power the Economy

Our U.S. Economist Heather Berger discusses how larger tax refunds in 2026 could boost income and help support consumer balance sheets throughout the year.Read more insights from Morgan Stanley. ----- Transcript -----Welcome to Thoughts on the Market and Happy New Year! I’m Heath ...  Afficher plus

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Why Les Nanberg expects a recession before this year ends
Money Life with Chuck Jaffe

Les Nanberg of Cornerstone Wealth Management in Boston said he sees big slowdowns in economic activity around the world, including the United States, and ntoed that itnerest rate cuts will not do much to stem weakness, especially with a trade war making growth and recovery more d ...  Afficher plus

Pricing Oil In Gold Is "Inevitable" | Luke Gromen
Wealthion - Be Financially Resilient

Do the recent headlines speculating that Saudi Arabia may be ready to give up the petrodollar and start pricing oil in grams of gold? Luke Gromen sees that as "inevitable". Here's the link to the Howard Marks investor letter mentioned in this interview: https://www.oaktreecapit ...  Afficher plus

Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns
Forward Guidance

In January of 2023, a time where extreme pessimism on stocks and the economy reigned, Sam Burns, founder of Mill Street Research, shared his bullish outlook on equities with Jack. Now that his prediction has come true, Sam returns to Forward Guidance to explain why he is much les ...  Afficher plus

US yields jump, gold dives ahead of US inflation!
Market Talk: What’s up today? | Swissquote

Asian stock markets kicked off the week on a positive note, although the US indices had nothing more exciting than mixed performance after the announcement of strong jobs data on Friday. The US jobs data gave a small boost to the Dow and the S&P500 which closed Friday’s session 0 ...  Afficher plus