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Why Central Banks Still Get It Wrong Sometimes
Episode 1160
Central banks play a crucial role in monetary policy and moderating the business cycle. Our Head of Corporate Credit Research explains why, despite t…
1 year, 11 months ago
Investors Eye Reactions to US Presidential Debate
Episode 1159
Our Global Head of Fixed Income recaps the aftermath of the first U.S. presidential debate, and how markets may react if forthcoming poll data shows …
1 year, 11 months ago
Housing Update: Home Prices Unlikely to Decline
Episode 1158
Rising rents and mortgage payments have been at the center of the inflation discussion. Our Global Chief Economist assesses whether monetary policy c…
1 year, 11 months ago
Why Good Data Is Good For Markets
Episode 1156
Our Head of Corporate Credit Research makes the case against the popular notion that solid economic data would be bad for markets, and instead offers…
1 year, 11 months ago
Introducing: What Should I Do With My Money Season 2
Episode 1155
If you're a listener to Thoughts on the Market you may be interested in Season 2 of our podcast: What Should I Do With My Money?
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1 year, 11 months ago
Funding the AI Revolution
Episode 1154
As the infrastructure needs for artificial intelligence soar, so does the need for financing. Our Chief Fixed Income Strategist talks about the role …
1 year, 11 months ago
Fiscal Sustainability and the French and US Elections
Episode 1153
Our Global Chief Economist explains why markets are concerned about uncertainty around the French and US elections, and how their outcomes may affect…
1 year, 11 months ago
Navigating the Narrow Stock Market
Episode 1152
Our CIO and Chief US Equity Strategist explains how to make sense of the equity market’s narrow performance, and why stock picking takes on greater i…
1 year, 11 months ago
Economics Roundtable: Global Elections in Focus
Episode 1151
Halfway through a historic year for elections around the world, Morgan Stanley’s chief economists assess the impact of recent results on the global e…
1 year, 11 months ago
Economics Roundtable: Investors Eye Central Banks
Episode 1150
Morgan Stanley’s chief economists examine the varied responses of global central banks to noisy inflation data in their quarterly roundtable discussi…
1 year, 11 months ago