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A Bull Market May Be Closer Than It Looks
Episode 1609
The stock market has already discounted many disruptions, including geopolitics, oil and AI. Our CIO and Chief U.S. Equity Strategist Mike Wilson exp…
2 months, 1 week ago
Inside Credit Market’s Issuance Boom and Private Lending Risks
Episode 1608
Our Global Head of Fixed Income Andrew Sheets and Head of U.S. Credit Strategy Vishwas Patkar discuss what’s driving record debt issuance and growing…
2 months, 1 week ago
Why Fed Rate Cuts Could Be Pushed Back
Episode 1607
Our Global Head of Macro Strategy Matthew Hornbach and our Chief U.S. Economist Michael Gapen discuss how oil prices, tariffs and inflation expectati…
2 months, 2 weeks ago
Can Government Action Tame Rising Energy Prices?
Episode 1606
Our Head of Public Policy Research Ariana Salvatore breaks down what’s being discussed by policymakers around the world to try to cap the oil price s…
2 months, 2 weeks ago
Oil Markets Are Even Tighter Than They Appear
Episode 1605
Our Global Commodities Strategist Martijn Rats discusses how the Strait of Hormuz shutdown has created a deep air pocket that will likely keep market…
2 months, 2 weeks ago
Asia’s Energy Dependence Meets a Narrow Strait
Episode 1604
Our Asia Energy Analyst Mayank Maheshwari discusses how the conflict in the Middle East is sending ripple effects through Asia’s energy, power and fo…
2 months, 2 weeks ago
‘March Madness’ for Markets Too
Episode 1603
As the Iran conflict upends market narratives, our Global Head of Fixed Income Research Andrew Sheets offers his take on how to view the historic dis…
2 months, 2 weeks ago
Europe’s Banks Navigate Uncertainty
Episode 1602
Live from Morgan Stanley’s European Financials Conference, our Head of European Banks Alvaro Serrano and European Equity Research Banks Analyst Giuli…
2 months, 3 weeks ago
Oil Shock Hits the U.S. Consumer
Episode 1601
A prolonged oil disruption is pushing gas prices higher. Arunima Sinha from our U.S. and Global Economics team joins Head of U.S. Policy Strategy Ari…
2 months, 3 weeks ago
Japan’s Bull Market Takes Shape
Episode 1600
Morgan Stanley MUFG ’s Japan Equity Strategist Sho Nakazawa talks about the sectors that are leading the current rebound of Japanese stocks and why t…
2 months, 3 weeks ago