The Dividend Cafe Tuesday - December 10, 2024

Brian Szytel recaps a modest down day in markets after recent all-time highs, noting the Dow slightly positive while the S&P 500 and Nasdaq fell, with year-to-date gains still strong. He explains that high-momentum semiconductor and tech names sold off as longer-duration stocks r ...  Show more

Today's Post - https://bahnsen.co/3Resx8f From New York City, this Monday Dividend Cafe covers markets’ growing desensitization to Iran-related news even as oil nears $98.50, the 10-year yield rises to ~4.41%, and major indices sit at all-time highs. The S&P 500 appears expensive ...  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 ...