With earnings growth slowing and investors crowding into market leaders, growth #stocks may be vulnerable, writes Wealth Management’s Lisa Shalett. See her advice:
On today’s episode, Head of Public Policy Strategy Michael Zezas says only 17% of Americans believe their taxes dropped despite contrary data. But for markets, perception may matter this year.
Many #investors seem to be ignoring the weakening conditions for corporate profit growth. See why we think you should pay attention:
On today’s episode, Chief Investment Officer Mike Wilson says while financial assets have rallied sharply in 2019, investors may still want to take cues from Fed guidance.
On today’s episode, Chief Cross Asset Strategist Andrew Sheets says although the U.S. dollar has offered some of the highest yields of any developed market currency during the current economic cycle, downside risks could be looming.
On today’s episode, Head of U.S. Public Policy Michael Zezas says expirations in corporate tax provisions could present another hurdle to U.S. earnings growth. But is there appetite for an extension?
Despite this year's rally, growth could disappoint in the remainder of the year. See why in On the Markets:
Morgan Stanley’s Lisa Shalett isn’t convinced a #recession or a #Fed rate cut is coming soon. See her 3 reasons why:
Stocks rally on first day of the second quarter
On today’s episode, Chief Investment Officer Mike Wilson says markets may be grinding higher, but Q1 earnings could make investors rethink their fear of missing out.
A dovish Fed can be good for #stocks but that may not be the case this time around. Here’s why:
Stocks Sell off to Cap Week on Global Growth Fears
On today’s episode, Chief Cross-Asset Strategist Andrew Sheets explains why conventional wisdom on Fed rate hike pauses and U.S. corporate bonds may prove faulty this cycle.
On today’s episode, Chief Investment Officer Mike Wilson parses the Fed’s messaging on a rate hike pause. Will markets see this as a downbeat sign for growth and earnings?
Stocks pushed higher by a dovish Fed
Even though #stocks have had a strong start to the year, it may be prudent to remain cautious until there is more clarity on the market’s next move. See three indicators to watch:
On today’s episode, Chief Cross-Asset Strategist Andrew Sheets says although U.S. stocks are on a tear, U.S. GDP growth is tracking 0.5% for Q1. Will next month’s earnings spoil the party?
On today’s TOTM, Chief Cross-Asset Strategist Andrew Sheets says markets are finally pricing in weak Q1 data. But 2019 may end on a much different note.
US stocks snap five-day losing streak