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Is the Market Correction Ending?
Episode 1599
With volatility and oil prices up while Fed policy is easing, our CIO and Chief U.S. Equity Strategist Mike Wilson breaks down why today’s selloff is…
2 months, 3 weeks ago
The Looming Bottleneck for Global Tech
Episode 1598
Our Head of Asia Technology Research Shawn Kim explains what disruptions to shipping in the Strait of Hormuz could mean for the global semiconductor …
2 months, 3 weeks ago
What Could Make U.S. Homes More Affordable
Episode 1597
Our co-heads of Securitized Products Research Jay Bacow and James Egan discuss the impact of upcoming regulatory changes on U.S. mortgage rates and h…
2 months, 4 weeks ago
The 20 million Barrels of Oil Conundrum
Episode 1596
Our analysts Andrew Sheets and Martijn Rats discuss why a prolonged disruption of oil flow through the Strait of Hormuz would be unprecedented—and ne…
2 months, 4 weeks ago
Oil Rally Tests Diversification Strategy
Episode 1595
Our Chief Cross-Asset Strategist Serena Tang discusses how rising oil prices and geopolitical tensions could make stocks and bonds move in the same d…
2 months, 4 weeks ago
The Reasons for the Bull Market to Resume
Episode 1594
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why history, technicals and fundamentals suggest a clearer runway for U.S. stocks six m…
3 months ago
AI’s $3 Trillion Question: How to Pay the Bill?
Episode 1593
In the second of our two-part panel discussion from Morgan Stanley’s TMT conference, our analysts break down the complexity of financing AI’s infrast…
3 months ago
AI’s Tangible Wins and Disruption
Episode 1592
Live from Morgan Stanley’s TMT conference, our panel break down where AI is already delivering real returns—and where rapid advances are raising new …
3 months ago
Pricing the Conflict With Iran
Episode 1591
Our Deputy Global Head of Research Michael Zezas and Head of Public Policy Research Ariana Salvatore assess the potential market outcomes of the Midd…
3 months ago
Travel Becomes a New Growth Engine for China
Episode 1590
Our Hong Kong/China Transportation & Infrastructure Analyst Qianlei Fan discusses how China’s travel industry is shifting from a post-pandemic reboun…
3 months ago