Stocks just hit a staggering 363% of GDP.
AI has added $160 billion to ‘true GDP’ since 2022, Goldman Sachs says. There’s just one problem: That’s not official
September 22, 2025
Top analyst says Elon Musk’s DOGE layoffs marked the ‘end of the rolling recession’ that began 3 years ago. The worst should be over
September 22, 2025
AI spending added 0.5% to GDP growth, and the Magnificent 7 stocks are driving the market
If the truce in the trade war doesn’t resume by early November, Morgan Stanley’s Mike Wilson writes, brace for a 10% to 15%…
“The consensus has been wrong since January,” Apollo Global Management Chief Economist Torsten Sløk wrote on Wednesday.
If the last three years felt like a recession to you, Mike Wilson says, you haven't been crazy at all.
Morgan Stanley's Mike Wilson was a lonely voice on Wall Street calling a "rolling recession" when others saw a boom. Now he sees…
“It seems you can’t go anywhere without talking about AI,” says Aditya Bhave, senior U.S. economist at Bank of America Research.
Morgan Stanley's Mike Wilson says he needs to see more before giving the "all-clear" on chances of a further near-term correction.
