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The Latest Breaking News from Lisa Shalett

US stocks rule as bull market bets highlight 'American exceptionalism'

Last week's bond-market wobble hasn't damped bets on a year-end stocks rally, with more gains expected in 2025.

The economy is headed for a soft landing but investors should still reduce risk, JPMorgan strategy chief warns

The economy is headed for a soft landing but investors should still reduce risk, JPMorgan strategy chief warns

Investors are "passively allowing risk to accumulate," JPMorgan Asset Management’s chief global strategist David Kelly told Business Insider.

Billionaire hedge funder Bill Ackman is suddenly more worried about a ‘slowing’ economy than inflation—and he’s putting his money where his mouth is

Billionaire hedge funder Bill Ackman is suddenly more worried about a ‘slowing’ economy than inflation—and he’s putting his money where his mouth is

“The economy is slowing faster than recent data suggests,” Ackman warned in a Monday post on X, formerly Twitter.

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S&P 500 companies are beating analysts’ earnings estimates—but wealth managers argue investors should ‘avoid chasing this recent market rally’

Wall Street feared S&P 500 earnings per share would drop as much as 7% year over year in the second quarter. The reality has been better than expected. But will it last?

Morgan Stanley says commercial real estate will crash harder than during the Great Financial Crisis. Here’s how 5 other top institutions see it playing out

There’s one thing they can all agree on: Office properties are in trouble.

Morgan Stanley analysts think commercial real estate is heading for something ‘worse than in the Great Financial Crisis’—here’s what Goldman Sachs and UBS have to say

Commercial real estate headwinds—which are particularly strong in the office space sector—will increase the risk of defaults, distress, and delinquencies.

Morgan Stanley analysts forecast something ‘worse than in the Great Financial Crisis’ for commercial real estate

Over $1.4 trillion of CRE mortgages have to be refinanced in the next two years, and a huge amount is owed to regional banks, Morgan Stanley says.

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‘Goldilocks’ is dead, warns Morgan Stanley Wealth Management. The risk of a ‘hard landing’ for the economy is growing

‘Goldilocks’ is dead, warns Morgan Stanley Wealth Management. The risk of a ‘hard landing’ for the economy is growing

“With consumption and inflation reheating, risks of a hard landing resembling a boom/bust are growing,” Lisa Shalett, Morgan Stanley Wealth Management’s CIO, warns.

Top economist Mohamed El-Erian sees inflation getting 'sticky' at 4%—and a growing chorus sees the dawn of a new world in investing

Top economist Mohamed El-Erian sees inflation getting 'sticky' at 4%—and a growing chorus sees the dawn of a new world in investing

At the World Economic Forum in Davos, the world’s business leaders fretted over the possibility that inflation won’t fall back to central banks’ targets.

Ark Invest CEO Cathie Wood on everything from deflation to Elon Musk

Ark Invest CEO Cathie Wood on everything from deflation to Elon Musk

A year ago, she managed more than $60bn. Now she faces the toughest battle of her career

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