Vishy Tirupattur: Tumult in the Banking Sector
As the U.S. banking sector faces oncoming regulatory changes, how will the smaller banks react to these new requirements and what will the impact be on markets?----- Transcript -----Welcome to Thought...
18 Huhti 20234min
Mike Wilson: Credit Crunch in the U.S Equity Markets
While some investors may be cheering due to softer than expected inflation data, revenues may begin to disappoint in the face of a credit crunch brought on by recent banking stress.----- Transcript --...
17 Huhti 20234min
Sustainability: The Risks and Benefits of A.I
Artificial Intelligence is clearly a powerful tool that could help a number of sustainability objectives, but are there risks attached to these potential benefits? Global Head of Sustainability Resear...
14 Huhti 20238min
Jonathan Garner: Asia Equities Rally Once More
After a correction that took place in recent months, Asia and emerging markets are once again rallying. But how have these regions sustained their ongoing bull markets?----- Transcript ----- Welcome t...
13 Huhti 20233min
Chetan Ahya: Global Impacts on Asia's Growth
Given the recent developments in developed markets banking sectors, can Asia’s economic growth continue to outperform?----- Transcript -----Welcome to Thoughts on the Market. I'm Chetan Ahya, Morgan S...
12 Huhti 20233min
U.S Housing: The Future of Mortgage Markets
Banks and the Fed are winding down activity in the mortgage market amid recent funding challenges, signaling a potential new regime for the asset class. Co-Heads of Securitized Products Research Jim E...
11 Huhti 20234min
Diego Anzoategui: Goods, Services and the Shape of China’s Reopening
China’s growth is expected to be strong this year. However, it is being driven by services more than goods, meaning the news for other economies may not be as good as it initially appears. ----- Trans...
10 Huhti 20233min
Ellen Zentner: The Lagging Effects of Loan Growth
While banking conditions seem to have stabilized for now, tighter credit conditions could still hit U.S. economic growth.----- Transcript -----Welcome to Thoughts on the Market. I'm Ellen Zentner, Mor...
6 Huhti 20233min
