Thoughts on the Market

All indications suggest that Congress is serious about passing an infrastructure bill, but here’s why investors may want to consider all possible outcomes.

Graham Secker, Head of Morgan Stanley's European and UK equity strategy team, shares why Europe may be set to outperform global equity markets this year.

Chief Investment Officer Mike Wilson explains why sector and style preferences—along with selective stock picking—may be the key to success for the rest of 2021.

The debate over inflation was center stage this week and although the current environment is a far cry from the 1970s, rising prices could mean complications for both companies and central banks.

Labor shortages and inventory constraints are weighing on U.S. manufacturing and shipping. How severe could the impact be to U.S. GDP and multi-industry revenues?

Differing U.S. infrastructure policy approaches highlight the ongoing difficulties of bipartisanship in Washington. Here’s one possible outcome.

Original release April 16th, 2021: Keeping tabs on how other investors are trading can do more than just satisfy curiosity. It can provide a window into trends and current market debates.

Amid pricey valuations and growing evidence of labor and supply chain issues investors may want to adjust focus as we exit the early stages of the recovery.

With U.S. labor market numbers coming in below expectations, Andrew Sheets assesses how jobs data feeds into market and policy maker thinking about the road to recovery.

Amid declining rates of vaccinations in the U.S, virus mutations and a crisis in India, is herd immunity from COVID-19 still achievable? The latest insights from Biotech equity analyst, Matthew Harrison.