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Looking Back for the Future
Episode 1097
Our Global Chief Economist explains why the rapid hikes, pause and pivot of the current interest rate cycle are reminiscent of the 1990s.
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2 years, 2 months ago
A ‘Hot’ Summer for Oil?
Episode 1096
Oil demand has been higher than expected so far in 2024. Our Global Commodities Strategist explains what could drive oil to $95 per barrel by summer.…
2 years, 2 months ago
The Threat to Clean Energy in the US
Episode 1095
Experts from our research team discuss how tensions with China could limit US access to essential technologies and minerals.
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2 years, 2 months ago
The Growing Importance of Where Data Lives
Episode 1094
Consumers are increasingly sensitive about where their personal data is being processed and stored. The head of our European Telecom team explains th…
2 years, 2 months ago
U.S. Elections: Potential Implications for Businesses and Consumers
Episode 1093
We discuss how the upcoming U.S. elections could affect trade and tax policy, and which scenarios are most favorable to retailers and brands.
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2 years, 2 months ago
How Immigration’s Rise Could Boost Economic Growth
Episode 1092
Our Global Chief Economist surveys recent US and Australian census data to explain immigration’s impact on labor supply and demand, as well as the im…
2 years, 2 months ago
US Housing: Will Lower Fees Means Higher Sales?
Episode 1091
A landmark settlement with the National Association of Realtors will change the way brokers are paid commissions. How would this affect people lookin…
2 years, 2 months ago
Are Credit Scores Inflated?
Episode 1090
Consumer credit scores have ticked higher in the last two years – but so have the rate of delinquencies and defaults. Our Global Head of Fixed Income…
2 years, 2 months ago
Finding Late-Cycle Winners
Episode 1089
As investors look for clues on market durability, our Chief U.S. Equity Strategist highlights which sectors could show more widely distributed gains …
2 years, 2 months ago
The Evolution of Private Credit
Episode 1088
Morgan Stanley’s Chief Fixed Income Strategist explains why private credit markets have expanded rapidly in recent years, and how they may fare if pu…
2 years, 2 months ago