Sticking the Soft Landing - Morgan Stanley Five Ideas Donnerstag, 01. August 2024 - 05:54

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1. Sticking the Soft Landing
By Lisa Shalett

A successful transition to steady economic growth, without a resurgence of inflation, could drive broad stock gains. But risks around AI, growth and monetary policy still threaten that scenario.

2. Election 2024: What Do the Markets Say?
By Monica Guerra

Although the likely Democratic nominee in the U.S. presidential election is gaining in the polls, economic indicators and stock-market trends, for now, suggest a GOP win in November. Here’s what investors should know.

3. New Democratic Ticket, Same Market Outlook
By Michael Zezas

Despite recent tumult in the U.S. presidential election, change at the top of the Democratic ticket should have little impact for investors.

4. The Coming Nuclear Power Renaissance
With hosts Stephen Byrd and Tim Chan

Our sustainability strategists Stephen Byrd and Tim Chan discuss what’s driving new opportunities across the global nuclear power sector and some risks investors should keep in mind.

5. ICYMI: The Pet Industry Has Plenty of Lives Left

Spending on furry, feathered and finned friends should help the sector jump up, as an ownership spike driven by pandemic demand settles down.

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