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Why Gold Still Holds Glitter in Markets
Episode 1465
Our Metals & Mining Commodity Strategist Amy Gower discusses her bullish outlook for gold and what the metal’s rally in 2025 says about inflation, ce…
9 months ago
Can AI Make Healthcare Less Expensive?
Episode 1464
Many Americans struggle with the rising cost of healthcare. Analysts Terence Flynn and Erin Wright explain how AI might bend the cost curve, from Mor…
9 months ago
A New Bull Market Begins?
Episode 1463
Morgan Stanley’s CIO and Chief U.S. Equity Strategist Mike Wilson discusses the outlook for U.S. stocks after Friday's nonfarm payroll data reinforce…
9 months ago
Why the U.S. Dollar Still Smiles
Episode 1462
Our G10 FX Market Strategist Andrew Watrous challenges the prevailing market view on the U.S. dollar, reaffirming the relevance of Morgan Stanley’s "…
9 months ago
Walking a Narrow Economic Path
Episode 1461
Our Head of Corporate Credit Research Andrew Sheets discusses the scenarios markets may face in September and for the rest of the year, as the Federa…
9 months ago
Why a Fed Pivot Could Trigger Volatility
Episode 1460
Fed Chair Jay Powell’s speech at Jackson Hole underscored the central bank’s new focus on managing downside growth risks. Michael Zezas, our Global H…
9 months, 1 week ago
Are Agency Mortgage-Backed Securities Making a Comeback?
Episode 1459
Our Co-Heads of Securitized Products Research Jay Bacow and James Egan explain why the macro backdrop could be changing in favor of agency mortgages …
9 months, 1 week ago
Market Outcomes of Fed’s New Course
Episode 1458
In the second of a two-part episode, our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach talk about how Treasur…
9 months, 1 week ago
Breaking Down the Fed’s New Course
Episode 1457
In the first of a two- part episode, our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach discuss the outcome of…
9 months, 1 week ago
Could a Fed Rate Cut Affect Credit Quality?
Episode 1456
Our Head of Corporate Credit Research Andrew Sheets discusses why a potential start of monetary easing by the Federal Reserve might be a cause for co…
9 months, 2 weeks ago