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Have Markets Hit Peak Optimism?
Episode 1305
Our Head of Corporate Credit Research Andrew Sheets argues that while investor hopes are running high, corporate confidence isn’t.
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1 year, 4 months ago
Big Debates: How Will M&A and IPOs Drive Markets in 2025?
Episode 1304
Morgan Stanley Research analysts Michelle Weaver, Michael Cyprys and Ryan Kenny discuss the resurgence in capital markets activity and how sponsors m…
1 year, 4 months ago
Potential Economic Consequences of Trump’s Executive Orders
Episode 1303
On his first day in office, President Trump issued a series of executive orders, signaling his intent to deliver on campaign promises. Our Global Hea…
1 year, 4 months ago
Asia Outlook 2025: Three Critical Themes
Episode 1302
Our Chief Asia Economist Chetan Ahya discusses how tariffs, the power of the U.S. dollar, and the strength of domestic demand will determine Asia’s e…
1 year, 4 months ago
The Surge in Bond Yields Likely Doesn’t Present Risk – Yet
Episode 1301
Government bond yields in the U.S. and Europe have risen sharply. Our Head of Corporate Credit Research Andrew Sheets explains why this surprising tr…
1 year, 4 months ago
Should Drop in Fed Reserves Concern Investors?
Episode 1300
The Federal Reserve’s shrinking balance sheet could have far-reaching implications for the banking sector, money markets and monetary policy. Global …
1 year, 4 months ago
Four Key Investment Themes for 2025
Episode 1299
Our Global Head of Fixed Income & Public Policy Research Michael Zezas discusses how Morgan Stanley’s key themes – deglobalization, longevity, the fu…
1 year, 4 months ago
Finding Opportunity in AI’s Evolution
Episode 1298
Our Global Head of Thematic Research Ed Stanley discusses how artificial intelligence is changing and what could be in store for investors in 2025.
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1 year, 4 months ago
Big Debates: The State of the Energy Transition
Episode 1297
In the latest edition of our Big Debates miniseries, Morgan Stanley Research analysts discuss the factors that will shape the global energy market in…
1 year, 4 months ago
Big Debates: The AI Evolution
Episode 1296
In the first of a special series, Morgan Stanley’s U.S. Thematic and Equity Strategist Michelle Weaver discusses new frontiers in artificial intellig…
1 year, 5 months ago