Did the Stock Market Win the Tariff Throwdown...

In this week’s episode of Facts vs Feelings, Ryan Detrick and Sonu Varghese dig into the market’s latest shift toward a potential economic reacceleration, looking at rising global yields, what the renewed steepening of the yield curve may signal, and how broadening market leaders ...  عرض المزيد

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, dive into the sharp late-November market swings, why December historically favors gains, and how shifting Fed expectations have driven sentiment. The ...  عرض المزيد

Watch Bloomberg Businessweek Daily LIVE every day on YouTube: http://bit.ly/3vTiACF.A rally in several big techs fueled gains in stocks, with the market extending its advance as President Donald Trump said he reached a trade deal with Vietnam. Treasuries fell as a selloff in UK b ...  عرض المزيد

Political developments in Japan and France have brought more volatility to sovereign debt markets. Our Global Economist Arunima Sinha highlights the risks investors need to watch out for.

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APAC stocks declined amid data-related headwinds from the US including hot PPI and weak Retail Sales.Markets await the RENGO wage announcement and its potential ramifications for next week's BoJ policy announcement.European equity futures indicate a contained open with the Euro S ...  عرض المزيد

Our CIO and Chief U.S. Equity Strategist explains his preference for cyclical stocks amid a rise in global money supply and current US election dynamics.

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