Financial Advisor, Senior Vice President & Senior Portfolio Manager at Morgan Stanley Wealth Management. For information, visit my website. NMLS#: 1272902
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/mZEwl1xJdB
US equities rose Monday, with the S&P 500 snapping a five-day streak of consecutive declines as renewed confidence in the AI capex trade spurred a rally in megacap technology names. Read more in the 1% Move report. https://t.co/QhdFBlMzVO
Emerging markets are increasingly differentiated, making active country and sector selection more important for diversification and returns. https://t.co/S3kMHtlW3g
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/gtD9yBue5g
US equities declined sharply on Tuesday as doubts surrounding the sustainability of the AI-driven rally spurred a global momentum unwind. Read more in the 1% Move report. https://t.co/u4wt3P894v
US equities retreated Wednesday as the first FOMC meeting for new Fed Chair Kevin Warsh yielded no change in the Fed Funds rate and a more hawkish shift for monetary policy. Read more in the 1% Move report: https://t.co/CA5UiwYaOy
US equities rallied Monday on news that the US and Iran reached an agreement to re-open the Strait of Hormuz. Read more in the 1% Move report. https://t.co/zYtRJoyaQu
US equities rebounded Thursday after President Trump signaled an imminent end to the US-Iran conflict. Read more in the 1% Move report. https://t.co/bfQfyAQQtM
US equities fell Wednesday on heightened geopolitical tensions, with President Trump announcing renewed strikes on Iran. Read more in the 1% Move report. https://t.co/YKLpU5juUv
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/nfrT1jBybE
US equities declined sharply on Friday, with stronger-than-expected employment data prompting a hawkish repricing of monetary policy expectations. Read more in the 1% Move report. https://t.co/8UIcXUgW2P
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/N3dslTt9h6
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/2Zzwst3AgK
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/ae0DLBp5Ws
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/ZZPJnZldGy