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M&A Rebound Ahead?
Episode 1077
Our Head of Corporate Credit Research cites near-term and long-term factors indicating that investors should expect a major boost in merger and acqui…
2 years, 3 months ago
Why European Data Centers Are Set for Major Growth
Episode 1076
Morgan Stanley’s Europe Telecom Analyst outlines three factors pointing to a boom, the obstacles to overcome and the associated industries most likel…
2 years, 3 months ago
Three Long-Term Trends by the Numbers
Episode 1075
Our Global Head of Fixed Income shares some startling data on decarbonization, the widespread use of AI and longevity.
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2 years, 3 months ago
How US Consumers Will Spend 2024 Tax Refunds
Episode 1074
With tax season underway, our U.S. economist explains what the average refund will look like and how people are likely to spend it.
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2 years, 3 months ago
Hedging in a Robust Equity Market
Episode 1073
The U.S. stock market is rising to new highs, but investors should still try to minimize risk in their portfolios. Our analysts list a few key strate…
2 years, 3 months ago
The Predictive Power of PMIs
Episode 1072
Our head of Corporate Credit Research explains why the Purchasing Manager’s Index is a key indicator for investors to get a read on the economic outl…
2 years, 3 months ago
Making Sense of Confusing Economic Data
Episode 1071
Our Global Macro Strategist explains the complex nature of recent U.S. economic reports, and which figures should matter most to investors.
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2 years, 3 months ago
Should Investors Care About a Government Shutdown?
Episode 1070
As the deadline to fund the government rapidly approaches, Michael Zezas explains what economic effect a possible shutdown could have and whether inv…
2 years, 3 months ago
Why Is the Price of Food Still Rising?
Episode 1069
As grocery and dining costs continue to increase, our analysts break down how this has affected consumers and when food prices may stabilize.
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2 years, 3 months ago
The Gap Between Corporate Haves and Have-Nots
Episode 1068
Our Chief U.S. Equity Strategist reviews how the unusual mix of loose fiscal policy and tight monetary policy has benefited a small number of compani…
2 years, 3 months ago