Will 2025 Be a Turning Point for Credit?
Our Head of Corporate Credit Research Andrew Sheets recaps an exceptional year for credit — but explains why 2025 could be a more challenging year for the asset class.----- Transcript -----Welcome to ...
2 Des 20243min
Special Encore: The Beginning of an M&A Boom?
Original Release Date November 15, 2024: Our head of Corporate Credit Research Andrew Sheets explains why a stronger economy, moderate inflation and future rate cuts could prompt deal-making.----- Tra...
29 Nov 20243min
Special Encore: How Young People Think About Money
Original Release Date November 1, 2024: Our US Fintech and Payments analyst reviews a recent survey that reveals key trends on how Gen Z and Millennials handle their personal finances.----- Transcript...
27 Nov 20244min
Uncertainty Surrounds 2025 U.S. Equities Outlook
Morgan Stanley’s CIO and Chief U.S. Equity Strategist Mike Wilson joins Andrew Pauker of the U.S. Equity Strategy team to break down the key issues for equity markets ahead of 2025, including the impa...
26 Nov 202411min
US Holiday Shoppers Spend More on Smaller Items
As Black Friday approaches, our US Thematic and Equity Strategist Michelle Weaver explains why some US consumers will increase their spending and which industries could benefit.----- Transcript -----M...
25 Nov 20244min
Will US Tariffs Drive Mexico Closer to China?
Our US Public Policy Strategist Ariana Salvatore and Chief Latin America Equity Strategist Nikolaj Lippmann discuss what Trump’s victory could mean for new trade relationships.----- Transcript -----Ar...
22 Nov 20249min
Is This the Future of Clean Energy Under Trump 2.0?
Our Sustainability analysts Stephen Byrd and Laura Sanchez discuss the range of impacts that the Republican sweep may have on energy policy and the ESG space.----- Transcript -----Stephen Byrd: Welcom...
21 Nov 20247min
Is Clean Power at a Tipping Point in Asia?
Our South Asia Energy Analyst Mayank Maheshwari discusses the main drivers behind a shifting electric power landscape in his outlook for Asia energy.----- Transcript -----Welcome to Thoughts on the Ma...
20 Nov 20243min
