Morgan Stanley's Wilson on Markets, Earnings, Election

Mike Wilson, chief US equity strategist at Morgan Stanley, talks about stock picking in this volatile environment, how the presidential election could impact markets, and the prospect of a Federal Reserve rate cut. He is on "Bloomberg Surveillance."

BloombergApr 24 04:00 ET

Goldman Sachs sent reassurance pills to the market before the Fed's most popular inflation indicator was released: it rose in the first quarter, then continued to cool down

Goldman Sachs anticipates that the inflation index most favored by Federal Reserve officials — that is, the core PCE inflation index that excludes highly volatile food and energy components — may rise slightly in the first quarter of 2024, but will continue to decline for the rest of the year.

Zhitong FinanceApr 23 10:07 ET

This week's “big test” of US bonds hits a record wave of auctions, indicating that the 5% yield mark is about to be broken?

As US Treasury bonds this month are on the verge of their worst performance since this year, a series of auctions will be a major test of whether yields have peaked after the highest level in 2024.

Zhitong FinanceApr 22 03:02 ET

Will US stocks be saved this week? The Federal Reserve's “favorite” inflation index, tech giants' earnings reports are coming

The Federal Reserve's favorite inflation measure and earnings reports from big tech companies are coming this week.

Zhitong FinanceApr 21 21:18 ET

The US Treasury bond market regained its decline only because the New York Federal Reserve President mentioned the word “interest rate hike”

The rebound in the US Treasury bond market came to an abrupt end after a Federal Reserve official mentioned the possibility of raising interest rates.

環球市場播報Apr 18 14:42 ET

US bond yields are bullish to 5%, and bond traders prepare for a year without the Fed cutting interest rates

Bond traders are preparing to deal with the possibility that the yield on US 10-year Treasury bonds will exceed 5%, as the scenario where the Federal Reserve will not cut interest rates this year seems increasingly likely.

Zhitong FinanceApr 11 05:38 ET