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 โ meaning a short squeeze," the firm's chief investment officer told CNBC's "Fast Money" on Monday. "Then, what...
Category: Finance
‘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 โฆ there's a lot of safe haven to be had there,"...
China’s property market edges toward an inflection point
Urban buildings in Huai'an city, Jiangsu province, China, on March 18, 2025.Cfoto | Future Publishing | Getty ImagesBEIJING โ UBS analysts on Wednesday became the latest to raise expectations that China's struggling real estate market is close to stabilizing."After four or five years of a downward cycle, we have begun...
Texas has ‘stronger brand than New York’ as Wall Street looks south, Gov. Greg Abbott says
Texas is continuing to stake a claim as a rival to Wall Street as a key financial hub in the United States, with Gov. Greg Abbott on Tuesday saying his state has a "stronger brand than New York.""Capital markets are realizing that the place to be is Texas," Abbott said...
New York AG announces bill to protect consumers from scams after Trump hobbles CFPB
NY Attorney General Letitia James speaks during a press conference at the offices of the Attorney General on January 08, 2025 in New York City. Michael M. Santiago | Getty ImagesNew York Attorney General Letitia James on Thursday announced a bill to protect the state's consumers and small businesses from scams...