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Volatility Ahead: Bond Yields and Tariffs Impact Markets

1/9/2025

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Summary

Story summary

Mike Wilson from Morgan Stanley forecasts volatility in early 2025, highlighting tariffs and taxes' effects on equity markets.
Rising bond yields, with the 30-year at 4.96%, are affecting mortgage rates and raising inflation worries.
The S&P 500 has surpassed key moving averages, signaling heightened selling pressure.
Key upcoming events include Fed meeting minutes and jobs data, alongside Congress's debt ceiling challenges.

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Story summary

Mike Wilson from Morgan Stanley forecasts volatility in early 2025, highlighting tariffs and taxes' effects on equity markets.
Rising bond yields, with the 30-year at 4.96%, are affecting mortgage rates and raising inflation worries.
The S&P 500 has surpassed key moving averages, signaling heightened selling pressure.
Key upcoming events include Fed meeting minutes and jobs data, alongside Congress's debt ceiling challenges.