“Morgan Stanley is being a bit more affected by higher cost of deposits — that is also weighing on the stock”

by Marketing | Jul 17, 2024 | Market Notes, Media Notes

Morgan Stanley cost of deposits weighs on stock: fund manager

“They’ve [the Fed] got a lot of ammo in their arsenal to cut rates to stop quantitative tightening”

by Marketing | Jun 18, 2024 | Market Notes, Media Notes

Big Tech — not the Fed — is driving the stock-market rally. Here’s what investors need to know

“The consumer-price index’s annual core rate is still concerning enough to wait for further confirmation”

by Marketing | Jun 12, 2024 | Market Notes, Media Notes

Annual core CPI inflation rate above 3% ‘still concerning,’ portfolio manager says

“Europe’s rationale for trying to achieve a perfect landing isn’t going to affect us too much”

by Marketing | Jun 7, 2024 | Market Notes, Media Notes

S&P 500 edges back from record high as ECB cuts rates ahead of Fed

“For the Fed to reverse and start talking about a potential hike would produce shock waves across markets”

by Marketing | Apr 20, 2024 | Market Notes, Media Notes

‘The Fed didn’t raise rates high enough to break inflation,’ portfolio manager says