Morgan Stanley’s 2025 Macro-Market Outlook

The great Q1 2022 earnings have proven the forward-looking nature of markets. I’m kicking-off this weekend’s Research Report with...

The non-seasonally adjusted headline CPI eased for an eighth consecutive month to 6.0% in February (Chart 1). The seasonally...

Since at least Jackson Hole, the narrative has been that inflation is a big problem, and the Federal Reserve...

They say the trading hierarchy is 10% Technical analysis, 30% Risk Management and 60% Patience & Emotion management. If...

The S&P 500 (SPX) flip flopped this week, but spent the last few days hovering around a 40-point range....

Corporate outlook continues to improve on stronger than expected economic and earnings recovery, constructive guidance, as well as positive...

“If falling 10% in stocks over a couple weeks is too much volatility for you, then being up 25%...