The Dividend Cafe Tuesday - December 10, 2024

On Wednesday, March 25, Brian Szytel reports markets finished higher for the first time in a week, with the Dow up 305 points, the S&P 500 up 0.5%, and the Nasdaq up just over 0.7%, while yields and oil fell (10-year down about five basis points to 4.33; Brent down a few percent) ...  Show more

Brian Szytel recaps a choppy, directionless market day marked by early heavy losses, a midday rebound, and a late fade amid negative sentiment tied to Middle East tensions: the Dow fell 84 points, the S&P 500 lost just over 0.3%, and the Nasdaq dropped about 0.8%, with tech weake ...  Show more

A slump in tech stocks may explain the market rotation – but it’s the earnings season that investors need to watch, says CIO and Chief US Equity Strategist Mike Wilson.

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Welcome to Thoughts on the Market. I'm Mike Wilson, ...

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 ...

Economic data looks backward while equity markets are looking ahead. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why this delays the Federal Reserve in both cutting and hiking rates – and why this is a feature of monetary policy, not a bug.

Join Anthony Cheung and Piers Curran as they break down two big market stories: the surge in coffee prices to near 50-year highs and a bold forecast for the S&P 500 to hit 7,000 points next year.

From droughts in Brazil to Starbucks’ supply chain strategies, they ...