The Chicago North Group at Morgan Stanley

03/10/2023

After an aggressive rate hiking cycle in 2022, we may need to acknowledge that perhaps the economy is less interest rate-sensitive than previous years. Hear more from Chief Investment Officer & Head of the Global Investment Office Lisa Shalett:

03/02/2023

Amid elevated valuations, some strategists are asking if U.S. stocks are worth the risk. Check out the latest market commentary and let’s discuss.

Amid elevated valuations and interest rates, the risks of owning U.S. stocks today may outweigh the rewards.

03/01/2023

Recent developments could encourage the Fed to raise rates further and keep them higher for longer than previously expected. Find out more in On the Markets. https://mgstn.ly/40e3VwB

02/22/2023

How should you invest if economic growth and inflation pick back up? Check out the latest commentary and let’s discuss.

Will economic growth today simply postpone a “hard landing”?

02/15/2023

Will the economy see a soft landing, a hard landing or no landing? Our strategists say the path ahead remains uncertain. Let’s discuss how to invest for any scenario.

Optimistic investors are sending U.S. stocks higher, but they should be wary of moves that “fight the Fed.”

02/09/2023

A relatively resilient labor market and still strong capital spending backdrop suggest an economic recession may be technically avoided. Hear more from Chief Investment Officer & Head of the Global Investment Office Lisa Shalett:

02/08/2023

U.S. equity indices were recently trading higher. Is now a good time to buy stocks? Here’s one point of view. Let’s discuss what makes the most sense for your portfolio.

Equity investors appear optimistic, but U.S. government bonds, gold and oil tell a less encouraging story.

02/01/2023

Is a sustainable bull market underway? Check out this latest commentary for one perspective, and let’s discuss what the recent market action could mean for you.

Investors hoping for a new bull market are likely to be disappointed if financial conditions tighten in the coming months.

02/01/2023

Transformative capital spending could drive new leadership in areas such as energy, infrastructure and real estate in coming years. Find out more in On the Markets. https://mgstn.ly/40e3VwB

01/25/2023

Concerned by signs of slowing economic growth? Check out the latest market commentary, and let’s discuss what recent economic data may mean for your portfolio.

The Fed’s fight against inflation is working, but it’s taking a toll on the economy and corporate profits. Learn how investors should consider positioning portfolios as market sentiment shifts.

01/19/2023

Wondering how quickly inflation will fade in 2023? Check out this week’s market commentary and let’s discuss how you can invest as price pressures ease.

Inflation’s decline could stall out in mid-2023, potentially keeping interest rates higher for longer and markets stuck in a volatile waiting game.

01/11/2023

Corporate profits may disappoint in 2023, even if a recession doesn’t occur. How can investors like you prepare? Let’s discuss.

Bullish investors may be ignoring the historical context for today’s strong corporate performance. That could be dangerous for their portfolios.