Disinflation will shift to deflation, hitting earnings and sending stocks lower, Morgan Stanley CIO says

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Recession

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These 4 bearish scenarios could rock the stock market by the end of the year

Tech Insider : Economy
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The 'Dean of Valuation' warns inflation and recession risks remain - and stocks may disappoint bulls in the second half

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Aswath Damodaran
Aswath Damodaran.

RealVision

Stocks could get slammed by a rebound in inflation and weak corporate earnings, Wells Fargo wealth management CIO says

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Recession fears melt away as bond yield spreads fall to new 2023 lows, suggesting more upside for the stock market

Tech Insider : Economy
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Elite investor Seth Klarman warns the 'everything bubble' might still burst - and more banking disasters may be coming

Tech Insider : Crypto
Seth Klarman
Seth Klarman.

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A weakening US dollar will help power the stock market higher in the 2nd half of the year, Fundstrat says

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Tom Lee
Fundstrat's Tom Lee.

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Meme stocks are rallying again – and that's bad news for the market

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A young man walks into a GameStop video game store.
A young man walks into a GameStop video game store in San Rafael, California.

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US lawmakers are running out of time to end the debt-limit standoff - so dump stocks and buy bonds, JPMorgan strategist says

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Biden and Kevin McCarthy
Investors need to shield their portfolios by buying bonds with the debt-ceiling standoff set to go down to the wire, a JPMorgan strategist warned Sunday.

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Elon Musk is giving Tesla shareholders reason for bullishness after his big Twitter announcement

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Good morning, readers. I'm senior reporter Phil Rosen. If you didn't see Friday, Elon Musk has named the former NBC exec Linda Yaccarino as Twitter's new CEO. 

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