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Hackett: This week certainly feels like the calm before the storm
CNBC Television· 2025-09-05 12:13
Why don't we start off with this. What do you think's at stake with the jobs report coming up later today. I was mentioning earlier, I talked to a lot of people.They think not necessarily a market mover or they think the cuts already baked in unless we see an outside move either 10 to 15,000 to the upside or 10 to 15,000 to the downside. Yeah, there does have a feeling a little bit of deja vu. You think about a year ago, there was a couple of troubling payroll reports followed by that fullyear revision that ...
Bullish as earnings revisions notch higher, says Morgan Stanley's Mike Wilson
CNBC Television· 2025-06-17 19:18
Our next guest says that wouldn't even necessarily be bearish for stocks. Let's bring in Mike Wilson, the CIO and chief US equity strategist at Morgan Stanley. Mike, um, you know, market selling off a little bit today, but to your point, um, this is nothing like what we might have seen if there were much bigger concern about massively spiking oil prices and instability across the region.I think that's right, Kelly. I mean, you know, the president is obviously acting uh very tough and supportive of Israel, w ...