Thoughts on the Market

As the current economic cycle plays out, history suggests that stock prices could be in for large price swings in both directions.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wils...

22 Jan 20244min

Original Release on January 5, 2024: Should investors be concerned about a sluggish beginning to the year, or do they just need to be patient?----- Transcript -----Welcome to Thoughts on the Market. I...

20 Jan 20243min

Many investors think the boom in Mexico nearshoring is losing steam. See what they may be missing.----- Transcript -----Welcome to Thoughts on the Market. I'm Nik Lippmann, Morgan Stanley Latin Americ...

18 Jan 20243min

Elections, geopolitical risks and rate cuts are driving markets in the short term. But there are three trends that could provide long-term investment opportunities.----- Transcript -----Welcome to Tho...

17 Jan 20243min

Although China has emerged as one of the world’s largest end markets for technology, its tech sector faces some significant macro hurdles. Here’s what investors need to know.----- Transcript -----Welc...

16 Jan 20243min

Changing Fed policy in 2024 is likely to bring down yields from these increasingly popular funds. Here’s what investors can consider instead.----- Transcript -----Welcome to Thoughts on the Market. I'...

12 Jan 20243min

Investors are split on the outlook for natural gas as “peak shale” may be on the horizon. Here’s what to expect in 2024.----- Transcript -----Welcome to Thoughts on the Market. I'm Devin McDermott, He...

11 Jan 20243min

World oil demand is slowing, non-OPEC supply remains strong and OPEC is likely to follow through on planned cuts. Here’s how investors can understand this precarious balance.----- Transcript -----Welc...

10 Jan 20243min