Asia’s Race to Power AI
As AI demand surges, our Asia Energy Analyst Mayank Maheshwari discusses the new multi-trillion-dollar investment cycle to secure the power, fuels, grids and storage that keep modern life running.Read...
9 Jun 4min
The High Cost of AI Memory
The Head of our Europe and Asia Technology Team, Shawn Kim, explains how AI’s appetite for memory chips is boosting the cost of everything from data centers to smartphones, with consequences that may ...
8 Jun 4min
What New Tariffs Mean for Investors
Trade policy is once again in the news with the announcement of new tariffs. Our Head of Public Policy Research Ariana Salvatore digs into why tariffs may not be a disruptive factor for markets this t...
5 Jun 4min
Why Oil Supply May Stay Tight for Months
Our Global Commodities Strategist Martijn Rats discusses why the restart of oil flows through the Strait of Hormuz may be slower and tighter than the market expects.Read more insights from Morgan Stan...
4 Jun 4min
AI Borrowing Creates a New Credit Playbook
Chief Fixed Income Strategist Vishy Tirupattur takes a look at how credit markets are adapting to fund the new phase of AI capex.Read more insights from Morgan Stanley.----- Transcript ----- Welcome t...
3 Jun 5min
When Stocks, Bonds and Oil Move Together
Our Global Head of Fixed Income Research Andrew Sheets takes a closer look at potential investment paths when markets appear increasingly synchronized around a few macro themes.Read more insights from...
2 Jun 4min
Pet Industry and the Bite of Higher Costs
Our U.S. Hardlines, Broadlines and Food Retail Analyst Simeon Gutman explains how affordability and new shopping habits are changing how Americans choose and care for their pets.Read more insights fro...
1 Jun 4min
Finding Value in Commercial Real Estate Credit
Commercial real estate debt is now one of the market’s most avoided asset classes. Our Global Head of Fixed Income Research Andrew Sheets explains why there may be an opportunity to invest in those se...
29 Mai 4min
