Morgan Stanley's Mike Wilson sees a meaningful rotation back into U.S. stocks, and he sees one beaten-up group as a winner."It started out with a low-quality rally, which is what we expect – meaning a short squeeze," the firm's chief investment officer told CNBC's "Fast Money" on Monday. "Then, what...
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The probability of a recession is approaching 50%, Deutsche markets survey finds
U.S. dollar banknotes and a label with the word "Recession" are seen in this illustration taken March 19, 2025.Dado Ruvic | ReutersChances that the U.S. is heading for a recession are close to 50-50, according to a Deutsche Bank survey that raises more questions about the direction of the U.S....
‘Some more banana skins in front of us’: Why investors may want to increase exposure to bonds
Investors may want to get back to the basics when it comes to navigating the stock market volatility.According to F/m Investments CEO Alex Morris, they should consider increasing their exposure to bonds."Particularly on the short end of the curve … there's a lot of safe haven to be had there,"...
U.S. households are running out of emergency funds as pandemic cash runs out, inflation takes its toll
Vithun Khamsong | Moment | Getty ImagesIt is becoming harder for Americans to raise funds in case of an emergency, according to a recent survey from the New York Federal Reserve.The bank's Survey of Consumer Expectations for February found that the average likelihood of Americans being able to come up...
Tariff fears are raising construction costs by up to 20%, says Related Group CEO
Related Group CEO Jon Paul Pérez.Courtesy of Future Proof and Triangle BLVDBuilding contractors are already hiking prices as much as 20% to offset potential tariffs, a move that could also raise prices of new condos and homes, according to the CEO of developer Related Group.President Donald Trump has imposed 25%...