by Michelle Weaver, US Equity Strategist, and Michael Wilson, Chief US Equity Strategist, Morgan Stanley
Copyright © Morgan Stanley
Related Posts
What investors should know about Canada’s new budget
by BeiChen Lin, Russell Investments Key takeaways Canada’s 2025 budget shows an expected total deficit of nearly $80…
Deal with It
by Samuel Rines, Macro Strategist, Model Portfolios, WisdomTree FaST (Few Sentence Takeaway): There is (another) framework for a…
Asset Allocation Is Easy in Theory, Difficult in Practice
by Ben Inker, GMO LLC In theory, growing a pool of wealth over decades — whether for a…
Why Hold Expensive Slow-Growing Stocks? An Alternative Framework for Value and Growth Indices
by Chris Brightman, Campbell Harvey, Que Nguyen, Omid Shakernia, Research Affiliates Key Points Because traditional style indices are…
TrumpRx: The $70 Billion Pharma Deal Shaking Up Drug Prices and Market Momentum
by SIACharts.com Donald Trump has announced a series of high-profile deals with major pharmaceutical companies aimed at lowering…
Why so much pushback on a December rate cut?
by Eugenio Alemàn, Chief Economist, Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions. Markets were…
What Happened to Germany's Spending Boom?
German officials announced a massive stimulus program in early 2025. The results have been underwhelming so far, but we believe the economic boost to Germany and Europe is still coming.
Want to Go Long Duration? Not Recommended at This Time
by Kevin Flanagan Head of Fixed Income Strategy, WisdomTree Key Takeaways With the Federal Reserve cautiously navigating rate…
