When Will the Shutdown Affect Markets?

Our Chief Cross-Asset Strategist Serena Tang explains why investors should stay constructive in 2026, even as oil prices and geopolitics add volatility.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I’m Serena Tang, Morgan Stanley’ ...  Show more

Our Global Chief Economist and Head of Macro Strategy Seth Carpenter gives his midyear outlook, highlighting why AI investment and U.S. consumers remain key growth engines amid energy shocks.Read more insights from Morgan Stanley.----- Transcript -----Seth Carpenter: Welcome to T ...  Show more

The U.S. government shutdown is here—but what does it mean for traders? In this episode, Akil Stokes explains what a shutdown is, why it happens, and how it impacts the markets. From the U.S. Dollar, Gold, and JPY to the upcoming FOMC decision, learn why this time might be differ ...  Show more

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Wall Street’s bets that the largest shutdown in US history is soon coming to an end drove a rebound in stocks, spurring optimism that access to official economic data will shed light on the Federal Reserve outlo ...  Show more

The US government has officially shut down after lawmakers failed to reach a funding deal, furloughing 750,000 workers and risking delays to jobs and inflation data critical for the Fed’s next moves. Markets opened Q4 lower, with futures and the dollar slipping while gold rallies ...  Show more

Craig Johnson, senior research analyst at Piper Sandler, says that he expects the economy to avoid a hard landing, and notes that some indicators would suggest that the economy is already in recession which means it will be over by late spring 2025, which should allow the earning ...  Show more