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End-of-Year Encore: An Early Guide to the 2024 U.S. Elections
Episode 1027
Original Release on December 6th, 2023: Although much will change before the elections, investors should watch for potential impacts on issues such a…
2 years, 5 months ago
Andrew Sheets: Credit Markets Take a Sunny View
Episode 1026
How has corporate credit fared through slow growth and high inflation? Here’s our view on what comes next for this market.
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2 years, 5 months ago
Will Falling Rates Mean Lower Home Prices?
Episode 1025
As mortgage rates come down from 8% closer to 6.5%, the 2024 housing market will see changes in inventory, home prices and sales.
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2 years, 5 months ago
Michael Zezas: Why Geopolitics May Matter More in 2024
Episode 1024
While the U.S. debt ceiling challenge and the conflict in the Middle East left markets largely undisturbed this year, 2024 could tell a different sto…
2 years, 5 months ago
Will the Fed’s Pivot Favor Bonds Over Equities?
Episode 1023
Hear our perspective on market action following the Fed's change in direction, and what it means for our 2024 outlook.
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Vishy Ti…
2 years, 5 months ago
Mike Wilson: Does the U.S. Equity Rally Still Have Steam?
Episode 1022
Hear how the Fed’s announcement of upcoming rate cuts could affect equity markets—particularly small-cap stocks.
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Welcome to Thou…
2 years, 5 months ago
Economic Roundtable: What’s in Store for ’24?
Episode 1021
Join our first quarterly roundtable where Morgan Stanley’s chief economists discuss the outlook for the U.S., Europe, China, and Japan.
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2 years, 5 months ago
Sustainability: Mixed Signals on Decarbonization After COP28
Episode 1020
The U.N. Climate Change Conference, COP28, delivered positive news around technology, clean energy and methane emissions. But investors should be war…
2 years, 5 months ago
Michael Zezas: The U.S. Election, Clean Energy and Healthcare
Episode 1019
Investors are concerned about the potential impact of the upcoming U.S. presidential election in a number of sectors. Here’s what to watch.
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2 years, 5 months ago
2024 China Outlook: Can Growth Rebound?
Episode 1018
China continues to face the triple challenge of debt, deflation and demographics. But are investors missing an opportunity in China equities?
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2 years, 5 months ago