Equity Head asks "How long can this last?"

Sunday Global Macro Reflections

by Nick Savone, Managing Director Morgan Stanley | Institutional Equity Division

Global markets continued higher this week as the S&P500 surpassed the 5,000 level for the first time ever. With the “goldilocks” dynamic seemingly set to continue, the Fed appears to be in a good spot to (eventually) cut for the right reasons. Of course, this allows them to …