Can ‘As Expected’ Still Give New Information?
Our Head of Corporate Credit notes that while recent central bank meetings offered few surprises, there was still plenty to be gleaned that could affect credit valuations. ----- Transcript -----Welco...
22 Maalis 20243min
European Financials: Why Confidence Has Returned
The perspective from our recent European Financials Conference looked positive for UK markets, loan demand and M&A activity. Our European heads of Diversified Financials and Banks Research discuss.---...
21 Maalis 20248min
2024 US Elections: Global Investors' Key Questions
Our Global Head of Fixed Income and Thematic Research outlines the potential impact the upcoming U.S. elections could have on increasing treasury yields, US-China policy and Japan’s current trajectory...
20 Maalis 20244min
Asia Equities: A Quarter of Dispersion
Our Chief Asia and Emerging Market Equity Strategist reviews an up-and-down first quarter for markets across the region, and gives an update on which sectors investors should be eyeing. ----- Transcri...
19 Maalis 20244min
Finding the Equity Sweet Spot
Our CIO and Chief Equity Strategist discusses the continued uncertainty in the markets, and how investors are now looking at earnings growth and improving valuations.----- Transcript -----Welcome to T...
18 Maalis 20243min
Rate Cut Uncertainty
Our Head of Corporate Credit Research explains why leveraged loans would benefit if bumpy inflation data leads the Federal Reserve to delay interest rate cuts.----- Transcript -----Welcome to Thoughts...
15 Maalis 20243min
Economics Roundtable: Updating our 2024 Outlook
Morgan Stanley’s chief economists have their quarterly roundtable discussion, focusing on the state of inflation across global regions, the possible effect of the US election on the economy and more.-...
14 Maalis 202412min
Revving Up the Speed of E-Commerce Delivery
Our Freight Transportation & Airlines Analyst unboxes the latest trends around parcel transit times and systems in the U.S. and their impact on the future of e-commerce supply chains.----- Transcript ...
13 Maalis 20244min
