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Top analyst still thinks we’re on the cusp of a new boom for the economy, but investors aren’t with him: ‘markets remain choppy’

Morgan Stanley chief equity analyst Mike Wilson has been saying for years the U.S. was in a “rolling recession” when economists were seeing nothing but GDP growth. Since April, he’s been declaring a “rolling recovery,” with the early stages of an economic boom working its way through various sectors in the economy. His optimism has … Read more

Top analyst warns that ‘larger than expected correction is likely’ if Trump and China don’t kiss and make up

A top Wall Street analyst who has been predicting a “rolling recovery” after a mysterious, secretive “rolling recession” over the past three years has issued a bearish call on the back of renewed trade tensions between President Trump and China. Mike Wilson, chief U.S. equity strategist for Morgan Stanley, warned on Monday that a “larger … Read more

Trump’s tariff revenue checks could create a ‘weird feedback loop’ that encourages more price hikes, analyst says

Checks made out to Americans to the tune of $1,000-$2,000 may be on the horizon, President Donald Trump said recently in an interview with far-right television network One America News.  But experts say the checks would likely be inflationary. “It could kind of be a weird feedback loop where the tariff stimulus justifies passing on … Read more

Top analyst on concerns about Nvidia fueling an AI bubble: ‘We’ve seen this movie before. It was called Enron, Tyco’

A top Wall Street analyst has sounded an alarm over the U.S. equity bull market, warning that its remarkable run is built on a precariously narrow foundation: a surge in spending on, and optimistic assumptions about, infrastructure for artificial intelligence (AI). This spending has fueled a boom in the shares of most of the so-called … Read more

Analyst Predicts Which Crypto Will Win Perp DEX War

Altcoin markets are bearing witness to a Perp DEX war, as the big guns battle for supremacy Perp DEX protocols just cleared a $1Tn month, and one analyst says the near-term winners are lining up.  Perpetual trading on decentralized exchanges just crossed a milestone: more than $1Tn in a single month. The surge highlights how … Read more

The economy is just getting stronger, not weaker, and ‘we in the economics profession need to look ourselves in the mirror,’ top analyst says

One of Wall Street’s most closely watched voices delivered a blunt message to peers and policymakers: The U.S. economy is not faltering—it is accelerating. Torsten Sløk, chief economist at Apollo Global Management, said forecasts of an imminent slowdown have been repeatedly wrong, and the economics profession should start grappling with its track record of misjudgments. … Read more

Bloomberg analyst forecasts 100% chance of SOL ETF approval

Key Takeaways Bloomberg ETF analyst Eric Balchunas predicts a 100% likelihood of Solana ETF approval. Recent regulatory developments and streamlined approval processes cited as reasons for optimism. Share this article Today, Eric Balchunas, a Bloomberg ETF analyst, forecasted a 100% chance of Solana ETF approval, citing streamlined approval processes driven by the SEC’s adoption of … Read more

XRP price eyes $4, ‘very healthy’ chart has analyst bullish

Analysts are expressing extreme bullishness on the XRP price prospects, with some targeting $4 as the next significant milestone. Summary Analysts are bullish on XRP, citing the recent SEC ruling that removed regulatory uncertainty and opened the door for institutional investment. With partnerships spanning over 300 financial institutions and potential involvement in upcoming central bank … Read more

The August home sales mystery: Top analyst says ‘implausible’ housing market data ‘defies credulity’

The U.S. housing market has delivered plenty of surprises in recent years, but few as puzzling as the data released for August. According to new government figures, new-home sales surged to an annualized 800,000 units last month, up sharply from July’s upwardly revised 664,000 and far above the consensus forecast of 650,000. For a sector … Read more

Top analyst says the U.S. bull market dates all the way back to the 1980s

A leading Wall Street strategist is doing some calculations about the total value of U.S. stocks rocketing to a staggering 363% of GDP as of last Friday, blowing past the infamous 212% mark reached during the dotcom bubble. It’s a warning if you think it’s unsustainable, but David Kelly, chief global strategist for JP Morgan … Read more

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