Podcast Episodes
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Can ‘As Expected’ Still Give New Information?
Episode 1087
Our Head of Corporate Credit notes that while recent central bank meetings offered few surprises, there was still plenty to be gleaned that could aff…
2 years, 2 months ago
European Financials: Why Confidence Has Returned
Episode 1086
The perspective from our recent European Financials Conference looked positive for UK markets, loan demand and M&A activity. Our European heads of Di…
2 years, 2 months ago
2024 US Elections: Global Investors' Key Questions
Episode 1085
Our Global Head of Fixed Income and Thematic Research outlines the potential impact the upcoming U.S. elections could have on increasing treasury yie…
2 years, 2 months ago
Asia Equities: A Quarter of Dispersion
Episode 1084
Our Chief Asia and Emerging Market Equity Strategist reviews an up-and-down first quarter for markets across the region, and gives an update on which…
2 years, 2 months ago
Finding the Equity Sweet Spot
Episode 1083
Our CIO and Chief Equity Strategist discusses the continued uncertainty in the markets, and how investors are now looking at earnings growth and impr…
2 years, 2 months ago
Rate Cut Uncertainty
Episode 1082
Our Head of Corporate Credit Research explains why leveraged loans would benefit if bumpy inflation data leads the Federal Reserve to delay interest …
2 years, 2 months ago
Economics Roundtable: Updating our 2024 Outlook
Episode 1081
Morgan Stanley’s chief economists have their quarterly roundtable discussion, focusing on the state of inflation across global regions, the possible …
2 years, 2 months ago
Revving Up the Speed of E-Commerce Delivery
Episode 1080
Our Freight Transportation & Airlines Analyst unboxes the latest trends around parcel transit times and systems in the U.S. and their impact on the f…
2 years, 2 months ago
Where AI Is Advancing
Episode 1079
Our roundtable of experts recaps highlights from the 2024 Morgan Stanley Technology, Media & Telecom Conference, including AI innovation, trends in l…
2 years, 2 months ago
AI, Scale and Privacy
Episode 1078
Matt Cost of the firm’s U.S. Internet team shares his key takeaways from the 2024 Morgan Stanley Technology, Media & Telecom Conference, including th…
2 years, 3 months ago