Gabriel Hoffmann

Financial Advisor at Morgan Stanley, Portfolio Manager, Managing Director, Wealth Management. For more information, please visit my website. NMLS#1339272

[Gabriel Hoffmann @ghoffmannms]

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/2tr89yiudV

[Gabriel Hoffmann @ghoffmannms]

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/M2EHD6ECLn

[Gabriel Hoffmann @ghoffmannms]

Join Morgan Stanley thought leaders and strategists for our Midyear Economic & Investment Outlook to explore the key drivers shaping the back half of 2026. Register here: https://t.co/1E4Q5BZGPX

[Gabriel Hoffmann @ghoffmannms]

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/Oof9lmLKQU

[Gabriel Hoffmann @ghoffmannms]

US equities gained Wednesday on renewed hope of an end to the US-Iran conflict. Read more in the 1% Move report. https://t.co/BAwHLOEG4b

[Gabriel Hoffmann @ghoffmannms]

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/1dXjFT5ln4

[Gabriel Hoffmann @ghoffmannms]

US equities fell Friday as oil-related inflationary pressures spurred a surge in global sovereign bond yields. Read more in the 1% Move report. https://t.co/iCjtbwPZrQ

[Gabriel Hoffmann @ghoffmannms]

US equities climbed to a new record high on Wednesday amid optimism surrounding a near-term end to the US-Iran conflict. Read more in the 1% Move report. https://t.co/IQoH1ZrNIE

[Gabriel Hoffmann @ghoffmannms]

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/sMXPlMFyMB

[Gabriel Hoffmann @ghoffmannms]

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/2LXbjCs4Ka

[Gabriel Hoffmann @ghoffmannms]

The S&P 500 surged to new highs Thursday as robust corporate earnings and solid US macro data reinforced confidence in the durability of AI-driven economic growth. Read more in the 1% Move report. https://t.co/SeA29i0vDj

[Gabriel Hoffmann @ghoffmannms]

Profit-growth forecasts for the S&P 500 in 2026 have been revised significantly higher lately. But while markets can "look through" the Iran war, corporate earnings cannot. https://t.co/dqdYtAY3eI

[Gabriel Hoffmann @ghoffmannms]

The S&P 500 reached a new record high on Wednesday, as strong results from the 1Q2026 earnings season lifted corporate sentiment. Read more in the 1% Move report. https://t.co/UQD6R5zqvv

[Gabriel Hoffmann @ghoffmannms]

Have markets declared "all clear" too soon? While the immediate effects may fade, the Iran war has solidified long-term trends that could weigh on markets going forward. https://t.co/QvYwVQg42j

[Gabriel Hoffmann @ghoffmannms]

US equities climbed Friday as the re-opening of the Strait of Hormuz fueled optimism for a near-term end to the Middle East conflict. Read more in the 1% Move report. https://t.co/ROQGd46RTE

[Gabriel Hoffmann @ghoffmannms]

US equities extended recent gains Tuesday, as continuing US-Iran peace talks helped to drive risk-on sentiment. Read more in the 1% Move report. https://t.co/TVgf3jpeO2

[Gabriel Hoffmann @ghoffmannms]

Traditional "safe haven" assets have recently failed to provide much diversification when stocks were volatile. How can investors hedge equity risk going forward? https://t.co/hNOdQxU5wg

[Gabriel Hoffmann @ghoffmannms]

US equities climbed on Monday, finishing the session above pre-war levels and flipping year-to-date performance into positive territory. Read more in the 1% Move report. https://t.co/eTF4h2SjrH

[Gabriel Hoffmann @ghoffmannms]

US equities rallied over 2% as risk-appetite rebounded sharply in response to President Trump's announcement of a two-week ceasefire with Iran. Read more in the 1% Move report. https://t.co/WW0DsajeQy

[Gabriel Hoffmann @ghoffmannms]

US equities rebounded Wednesday as geopolitical tensions eased. Read more in the 1% Move report. https://t.co/ZANCR5kIRg