Stephen Waskey

The Dunkenberger-Waskey Group at Morgan Stanley. For more information visit our website. NMLS#: 1288185

[Stephen Waskey @DunkWaskNash_MS]

AI's next big breakthrough in health care may have less to do with discovering new drugs and more to do with delivering better care. https://t.co/V9ZhDY3xuh

[Stephen Waskey @DunkWaskNash_MS]

Despite the recent flight-to-quality in the financial markets, the positive, fundamental story has not changed. It may be that winners and losers are starting to emerge. https://t.co/O1bv8tqvVU

[Stephen Waskey @DunkWaskNash_MS]

The equity bull case still looks strong. But this business cycle, driven by AI spending, is unique and therefore hard to predict. Investors should watch for surprises and prepare for tactical repositioning. https://t.co/zAcOcxr2jk

[Stephen Waskey @DunkWaskNash_MS]

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/DCbqDwGNzO

[Stephen Waskey @DunkWaskNash_MS]

Direct indexing can put index dispersion to work through loss harvesting, while offering flexibility to customize exposures around an investor's circumstances. https://t.co/X6OH6yMeAr

[Stephen Waskey @DunkWaskNash_MS]

Preferreds and hybrid debt can enhance portfolio income, but require careful attention to structure and sector concentration. https://t.co/ybY6B3KRs3

[Stephen Waskey @DunkWaskNash_MS]

The outlook for both stocks and bonds in the year ahead appears constructive. But the recent surge in interest rates could cause some breakage along the way. https://t.co/9UJd1Jk73Q

[Stephen Waskey @DunkWaskNash_MS]

As governments prioritize "AI Sovereignty" across the US, Chinese and regional ecosystems, we see capex expanding even further, with implications for multiple sectors. Find out more in this month's On the Markets. https://t.co/2Cz1vP9O5B

[Stephen Waskey @DunkWaskNash_MS]

Bond yields move with shifting policy, growth, inflation, and risk appetite, shaping fixed income and portfolios. https://t.co/g6SVwXVJx7

[Stephen Waskey @DunkWaskNash_MS]

Millennials' wealth gains underscore how asset ownership and market timing can reshape retirement outcomes. https://t.co/jSIQ5HpaYz

[Stephen Waskey @DunkWaskNash_MS]

What's behind the selloff in bonds? It's easy to blame inflation amid higher energy prices. But the rise in real yields points to other causes: strong growth and surging debt issuance. https://t.co/yg61LkftY6

[Stephen Waskey @DunkWaskNash_MS]

Founders should build personal liquidity, tax, and estate plans that stay resilient when company timelines shift. https://t.co/jk5CSLQGiM

[Stephen Waskey @DunkWaskNash_MS]

Fed rate hikes are unlikely to stall the equity bull market, but they may stand in the way of market broadening. How can investors prepare? https://t.co/98xD3QZMEM

[Stephen Waskey @DunkWaskNash_MS]

Price levels, not inflation, are shaping voter behavior and raising sector-specific policy risk into midterms. https://t.co/5wxQzauK5a

[Stephen Waskey @DunkWaskNash_MS]

May this Yom Kippur bring renewal, clarity and peace to those observing.

[Stephen Waskey @DunkWaskNash_MS]

What could a strong stock market alongside higher yields mean for investors? Morgan Stanley outlines themes that may matter for planning.
https://t.co/zAEIG9tic4

[Stephen Waskey @DunkWaskNash_MS]

One Federal Reserve rate is hitting households, housing, and small businesses unevenly, reshaping growth and market signals. https://t.co/VvxlXnAydY

[Stephen Waskey @DunkWaskNash_MS]

As markets enter what has historically been their toughest season, investors have a list of serious concerns. But overall, these risks already seem to be reflected in prices. https://t.co/4OeG8w6UrK

[Stephen Waskey @DunkWaskNash_MS]

Celebrating Hispanic Heritage Month by honoring the history, culture, and accomplishments of the Hispanic-Latino community.

[Stephen Waskey @DunkWaskNash_MS]

AI capex is shifting from buildout scale to returns, as pricing pressure tests data center economics. https://t.co/rqBb78W77x