MichaelAulerMS @MichaelAulerMS

Today, we honor the contributions and achievements of laborers in the United States.

The markets have ambitious expectations for Fed rate cuts, but we see only a modest case for a cut in September. We put the odds at 50-50 and remain diversified. livesocial.seismic.com/tN325C

US equities rose as Fed Chair Powell's remarks boosted September rate-cut odds. Read more in the 1% Move report. livesocial.seismic.com/taMMNb

Monica Guerra, head of US Policy for Wealth Management, discusses recent policy developments that could impact the potential use, adoption and market implications of stablecoins. livesocial.seismic.com/tjMC9Q

The bull case has crystallized around relatively resilient headline data, but underneath the surface lies a much more complicated story. Here's what investors should know. livesocial.seismic.com/t9INBD

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here: livesocial.seismic.com/tiJn13

U.S. equities have led for years, but a global market rebalancing may be on the horizon. What could it mean for your portfolio? livesocial.seismic.com/tHmfAI

Oil prices are volatile, but our strategists see compelling opportunities in other parts of the energy sector. Learn more: livesocial.seismic.com/tUb73E

US equities reached a new record as in-line inflation bolstered rate-cut expectations. Read more in the 1% Move report. livesocial.seismic.com/tbTLTE

There is a new bull case emerging for US equities, but looking at the mosaic of data, we see several risks that the market may be ignoring. When the data is mixed, it may be time to hedge. livesocial.seismic.com/tCPExs

US equities rose Monday, as earnings optimism returned after Friday's softer payrolls report. Read more in the 1% Move Report livesocial.seismic.com/tzpOux

As the impacts of higher tariffs and tax reform begin to roll through the economy, we see a growing divide among the haves and have-nots. This makes global stock selection more important now than ever. livesocial.seismic.com/tD5OB2

How does the theme of "American Exceptionalism" factor into fixed income? Morgan Stanley's top strategists Lisa Shalett and Andrew Sheets discuss in Thoughts on the Market (part 2 of 2). livesocial.seismic.com/tJCP5L

US equities fell Friday on the rollout of US tariffs and softer macro data. Read more in the 1% Move report. livesocial.seismic.com/tfEpLa

Is the era of "American Exceptionalism" ending? How should investors prepare for a global market rebalancing? Morgan Stanley's top strategists Lisa Shalett and Andrew Sheets discuss in Thoughts on the Market (part 1 of 2). livesocial.seismic.com/t__gRI

Emboldened investors are once again driving the S&P 500 higher, but risks lie under the surface. Market leadership is shifting, and the passive index is not the best way to play it. livesocial.seismic.com/t0YMHW

US market dominance in the post-GFC era has been undeniable. But "American Exceptionalism" may now be giving way to the "Great Rebalancing." Here's what investors should know. livesocial.seismic.com/tzLdFP

How could the new tax law affect your investment strategy? Check out this article for insight on the risks and opportunities. livesocial.seismic.com/tLCXA7

The stock market seems unfazed by trade-related risks, but tariff paths remain uncertain and price pressures are rising. Here's what equity markets might be missing. livesocial.seismic.com/t7ri1w

The One Big Beautiful Bill Act has been passed. Monica Guerra, head of US Policy for Wealth Management, and Daniel Kohen, US Policy Strategist, break down the legislation, its implications for deficits and markets, and what it could mean for investors. livesocial.seismic.com/tLcoQl