Morgan Stanley
China is set to kick off its big policy meeting. What will be the key announcements?
Key Points Beijing is expected to set GDP growth target at around 4.5% to 5% this year, inflation target unchanged at 2%, budget deficit of 4%. The world’s second-largest economy faces persistent challenges at home amid a consumption downturn and prolonged real estate slump. Source
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What to expect from the UK’s budget update, the Spring Statement
Britain’s Chancellor of the Exchequer Rachel Reeves speaks during the World Economic Forum (WEF) annual meeting in Davos on January 20, 2026. The World Economic Forum takes place in Davos from January 19 to January 23, 2026. Fabrice Coffrini | Afp | Getty Images As the U.K.’s Finance Minister Rachel Reeves prepares to give an […]
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Why India looks especially vulnerable as conflict rages in Middle East
India’s GDP growth is expected to reach 6.4% in 2024, and will hit 7% in 2026, according to S&P Global. Kriangkrai Thitimakorn | Moment | Getty Images New Delhi is feeling the heat as tensions in the Middle East show no signs of cooling, with high oil prices likely to increase the country’s already substantial […]
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Jack Dorsey made the loudest case yet that AI is already replacing jobs
Jack Dorsey, co-founder and CEO of Block Inc., listens during the Bitcoin 2021 conference in Miami, Florida, on June 4, 2021. Eva Marie Uzcategui | Bloomberg | Getty Images The tech industry has spent the last couple years debating whether artificial intelligence will actually eliminate jobs at scale or simply be used as an excuse […]
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China holiday spending sends a strong signal on consumer stimulus plans
People watch performances to welcome the ‘God of Wealth’ during Lunar New Year festivities at Qianmen Street in Beijing, China, on February 21, 2026. Nurphoto | Nurphoto | Getty Images BEIJING — China’s consumer market is recovering — just enough that policymakers likely won’t need to roll out the large-scale stimulus that investors have long […]
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Salesforce commits $50 billion for new buybacks as revenue guidance falls short
Marc Benioff, chief executive officer of Salesforce Inc., during the World Economic Forum (WEF) in Davos, Switzerland, on Tuesday, Jan. 20, 2026. Krisztian Bocsi | Bloomberg | Getty Images Salesforce shares slipped 3% in extended trading on Wednesday after the customer service software maker reported healthy results and boosted its long-range revenue goal, although its […]
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The global M&A boom is rolling into 2026 as AI sparks deal frenzy — but cash is getting tight
Key Points Merger-and-acquisition activity roared back to life last year despite a sluggish start. Markets are betting that the surge will continue. While the appetite for deals remains strong, the pool of discretionary capital to fund them is historically thin. Source
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Jim Cramer’s top 10 things to watch in the stock market Friday
My top 10 things to watch Friday, Feb. 20 1. Blue Owl Capital’s loan sales, part of a plan to return capital to investors, has observers bringing out “canary in the coal mine” warnings again. While many private credit loans seem mismarked, this situation doesn’t appear tragic in nature. 2. Stock futures were lower after […]
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Oil prices hit six-month highs after Trump warns Iran of ‘bad things’ if there’s no deal
US President Donald Trump speaks to reporters on Air Force One before taking off from Joint Base Andrews, Maryland on Feb. 19, 2026. Saul Loeb | AFP | Getty Images Oil prices hovered near six-month highs on Friday after U.S. President Donald Trump warned Iran that “really bad things” will happen if there was no […]
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Figma shares climb on earnings beat, but analysts note that AI risk remains
Shares of Figma traded higher on Thursday, but were well short of the initial surge following earnings. The stock was up by as much as 15% after the bell on Wednesday, when the design software maker reported fourth-quarter results that beat analysts’ expectations and offered rosy guidance. Figma’s revenue grew 40% year over year to […]
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