Palantir Stock Jumps After Strong Q4 Earnings Beat and Upbeat 2026 Revenue Forecast 
Philippines Manufacturing PMI Hits Nine-Month High Despite Weak Confidence Outlook 
Using the Economic Calendar to Reduce Surprise Driven Losses in Forex 
Trump Threatens Aircraft Tariffs as U.S.-Canada Jet Certification Dispute Escalates 
U.S. Stock Futures Slip as Markets Brace for Big Tech Earnings and Key Data 
Elon Musk’s Empire: SpaceX, Tesla, and xAI Merger Talks Spark Investor Debate 
South Korea Factory Activity Hits 18-Month High as Export Demand Surges 
Oracle Plans $45–$50 Billion Funding Push in 2026 to Expand Cloud and AI Infrastructure 
Jensen Huang Urges Taiwan Suppliers to Boost AI Chip Production Amid Surging Demand 
U.S. Stocks vs. Bonds: Are Diverging Valuations Signaling a Shift? 
Panama Supreme Court Voids CK Hutchison Port Concessions, Raising Geopolitical and Trade Concerns 
Indonesia Surprises Markets with Interest Rate Cut Amid Currency Pressure 
South Korea Inflation Hits Five-Month Low as CPI Reaches Central Bank Target 
Wall Street Analysts Weigh in on Latest NFP Data 
US Futures Rise as Investors Eye Earnings, Inflation Data, and Wildfire Impacts 
Urban studies: Doing research when every city is different 
Qantas to Sell Jetstar Japan Stake as It Refocuses on Core Australian Operations 
Morgan Stanley’s Chief US Equity Strategist, Mike Wilson, forecasts a volatile first half of 2025, with recovery prospects improving in the latter half. Speaking to Bloomberg Television, Wilson noted that recent stock and bond declines, driven by inflation and interest rate concerns, could deepen but likely won’t match the severity of 2022's downturn.
Wilson identified tariffs as a key area of focus for equity investors due to their potential impact on earnings and growth. He also highlighted taxes as a factor that could influence market conditions, particularly questions surrounding the extension or modification of current tax cuts. While tax developments may take time, Wilson expects significant updates on tariffs within the next two months.
Despite the anticipated turbulence, Wilson remains optimistic about certain sectors. He is bullish on financials, citing potential deregulation and increased demand for mergers and acquisitions. Energy, commodities, and materials are also areas of opportunity, with Wilson emphasizing their role in building data centers and infrastructure. He sees these sectors as undervalued by the market.
Wilson’s outlook suggests a challenging but potentially rewarding year for investors, with the second half of 2025 holding promise if key policies align.
