Welcome!
US markets
US stocks
Wall Street is already positioning for a post-rate-hike world
'Markets believe we're entering a ‘post-Fed’ world'
July 25, 2023
Investing strategies
Wall Street soothsayers are bewildered about what's next
They kept waiting for a recession and just like Godot, it just didn't show up
July 09, 2023
Markets
Stock market rally that shocked everyone is broadening beyond tech
'We're a little bit more optimistic about the economy than we were three and four months ago.'
July 02, 2023
Global Markets
What's at stake in the second half?
Markets appear disjointed from worsening economic fundamentals
June 08, 2023
US Economy
Wall Street is in no mood to celebrate the Fed's last rate hike
Meanwhile, expectations for steep rate cuts are building.
May 07, 2023
US Economy
Warren Buffett predicts earnings decline at Berkshire units
Berkshire is often seen as a proxy for economic health owing to the expansive nature of its businesses
May 07, 2023
US stocks
Five things to watch in what will be an ugly earnings season
While analysts estimate that profits for S&P 500 companies may fall by 8%, they also see it as the low point.
April 17, 2023
Global Markets
Morgan Stanley strategist says bank stress signals bear market end
He recommends positioning in defensive, low-beta sectors and stocks.
March 21, 2023
US Economy
Is normal really what we want?
When it comes to yield curves, abnormal is worth relishing
March 01, 2023
Investing strategies
Morgan Stanley strategists say stocks ignore Fed, earnings reality
"The risk-reward is as poor as it’s been at any time during this bear market"
February 13, 2023