Jesse Boulerice

Financial Advisor at Morgan Stanley. NMLS#: 853121. For more information, visit my website.

[Jesse Boulerice @JBoulericeMS]

While semiconductor euphoria has driven recent market gains, a broadening trade is brewing. Find out more in On the Markets. https://t.co/6I32a1h0pN

[Jesse Boulerice @JBoulericeMS]

Rapid repositioning in technology stocks has grabbed attention lately, but more subtle developments may have longer-term implications for investors, including higher real rates. https://t.co/5bv4BBVBVw

[Jesse Boulerice @JBoulericeMS]

Emerging markets are increasingly differentiated, making active country and sector selection more important for diversification and returns. https://t.co/CTTNA1LQZw

[Jesse Boulerice @JBoulericeMS]

Over one week, investors gained clarity on the opening of the Strait of Hormuz, new leadership at the Fed and the impact of record-high issuance. Relief is understandable, but are the issues resolved? https://t.co/YX9qMQczDz

[Jesse Boulerice @JBoulericeMS]

Housing affordability is becoming a structural constraint, reshaping wealth building and first-time buyer access. https://t.co/Q3GjT0aumL

[Jesse Boulerice @JBoulericeMS]

AI infrastructure has driven a narrow rally, but sustainability risks are rising, reinforcing the need for investors to stay diversified and focus on quality. https://t.co/KmzAkVfj7a

[Jesse Boulerice @JBoulericeMS]

The Global Investment Committee's refreshed Stock-Bond Indicator uses a more adaptive, data-driven approach to help investors navigate changing market conditions. https://t.co/EmyFnA5eee

[Jesse Boulerice @JBoulericeMS]

Cash balance plans have quietly become one of the fastest-growing segments of the retirement landscape, offering businesses a flexible way to enhance retirement savings and tax efficiency. https://t.co/d3ct9dxdI9

[Jesse Boulerice @JBoulericeMS]

With returns increasingly an earnings story, prospects remain positive for US equities. Find out more in our Midyear Outlook edition of On the Markets. https://t.co/65Mjn1pJHY

[Jesse Boulerice @JBoulericeMS]

Amid equity euphoria, are investors shrugging off the macro picture? Higher rates and the flattening yield curve in the bond market are pointing to new risks. https://t.co/TxAGRxojno

[Jesse Boulerice @JBoulericeMS]

A closer look at the shifting outlook for direct lending, including the impact of lower rates, liquidity dynamics, valuation pressures, and evolving credit quality on investor returns. https://t.co/isZnb4CjfD

[Jesse Boulerice @JBoulericeMS]

Employee ownership is emerging as a powerful succession strategy, helping founders preserve legacy while driving long-term performance and broader wealth creation. https://t.co/mVH4xytUhN

[Jesse Boulerice @JBoulericeMS]

Security concerns are reshaping supply chains—and markets. What could it mean for your portfolio? Our top thinkers share insight. https://t.co/JaNbTPQBWk

[Jesse Boulerice @JBoulericeMS]

While US equities have surged, bonds have sold off. Why are the two markets so at odds? They may reflect different views on the source of inflation and how long higher rates will last. https://t.co/iyxLc6n3NH

[Jesse Boulerice @JBoulericeMS]

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here: https://t.co/h4hSrcn92H

[Jesse Boulerice @JBoulericeMS]

Corporate earnings surprises have boosted earnings forecasts as well as stock prices. But earnings power may be more fragile than it appears. https://t.co/YgBPQaLJ7T

[Jesse Boulerice @JBoulericeMS]

Rising resource nationalism and supply chain vulnerabilities are reshaping global power, investment priorities, and the future of economic resilience. https://t.co/Mp1fwpWKji

[Jesse Boulerice @JBoulericeMS]

Evolving regulation is opening the door to alternative investments in DC plans, enhancing diversification and retirement outcomes. https://t.co/kwRHad9Lat

[Jesse Boulerice @JBoulericeMS]

Following a record stock market rally in April, consider additional sources of portfolio diversification like health care, gold and various scarce resources. Find out more in On the Markets. https://t.co/QEXjw2G9Wr

[Jesse Boulerice @JBoulericeMS]

As the US stock market has risen to new highs, many investors have dismissed several economic factors as transitory, including higher oil prices, without acknowledging the risk of longer-lasting effects. https://t.co/PFWk9j88nQ