Mike Wilson: When Is a “Surprise” Not Surprising?
Although the Fed’s surprise hawkish turn in its latest policy decision caught markets off-guard, the monetary tightening process may actually have begun months ago.
21 Kesä 20213min
Special Encore: The Red Hot Capex Cycle
Original release on May 21st, 2021: Consumer spending should drive strong business investment in the months ahead, driving global GDP above its pre-COVID-19 path. But inflation may be a risk to watch.
18 Kesä 202110min
Andrew Sheets: Markets 2021 - Using Past as Prologue
Although investors often look to the past to assess current market conditions (such as a post-pandemic recovery or rising inflation), one year in particular may serve as an interesting guidepost.
17 Kesä 20213min
Michael Zezas: For Infrastructure, Go Big or Go Bipartisan?
Will negotiations on a U.S. infrastructure deal lead to a bipartisan bill or a Democrats-only bill? The answer matters quite a bit for fixed-income investors.
16 Kesä 20213min
Graham Secker: European Equities Take a Turn Toward the Micro
Over the past few weeks, European equity flows have been at the highest levels in three years. Could a period of consolidation be ahead?
15 Kesä 20213min
Mike Wilson: A View from the Peak?
While the outlook for growth and inflation looks strong through next year, both may disappoint lofty investor expectations—and bring consequences for some stock sectors.
14 Kesä 20213min
Andrew Sheets: Markets Shrug at “High” Inflation
This month’s U.S. consumer price inflation data showed a 5% rise versus a year ago, yet markets seemed unconcerned. A look at why markets could be looking past rising inflation readings.
11 Kesä 20213min
Reza Moghadam: What Happens When the Euro Goes Digital?
The European Central Bank may soon announce the trial launch of a digital euro. Reza Moghadam, Morgan Stanley's Chief Economic Advisor, digs into potential risks and innovations.
10 Kesä 20214min
