The Threat to Clean Energy in the US
Experts from our research team discuss how tensions with China could limit US access to essential technologies and minerals.----- Transcript -----Michael Zezas: Welcome to Thoughts on the Market. I'm ...
4 Apr 20244min
The Growing Importance of Where Data Lives
Consumers are increasingly sensitive about where their personal data is being processed and stored. The head of our European Telecom team explains the complexity around data sovereignty and why invest...
3 Apr 20244min
US Elections: Potential Implications for Businesses and Consumers
We discuss how the upcoming US elections could affect trade and tax policy, and which scenarios are most favorable to retailers and brands. ----- Transcript -----Ariana Salvatore: Welcome to Thoughts ...
2 Apr 20247min
How Immigration’s Rise Could Boost Economic Growth
Our Global Chief Economist surveys recent US and Australian census data to explain immigration’s impact on labor supply and demand, as well as the implications for monetary policy. ----- Transcript --...
1 Apr 20243min
US Housing: Will Lower Fees Means Higher Sales?
A landmark settlement with the National Association of Realtors will change the way brokers are paid commissions. How would this affect people looking to buy or sell homes? Our co-heads of Securitized...
28 Mar 20245min
Are Credit Scores Inflated?
Consumer credit scores have ticked higher in the last two years – but so have the rate of delinquencies and defaults. Our Global Head of Fixed Income discusses “credit score migration” with the firm's...
27 Mar 20244min
Finding Late-Cycle Winners
As investors look for clues on market durability, our Chief U.S. Equity Strategist highlights which sectors could show more widely distributed gains in the near term.----- Transcript -----Welcome to T...
26 Mar 20244min
The Evolution of Private Credit
Morgan Stanley’s Chief Fixed Income Strategist explains why private credit markets have expanded rapidly in recent years, and how they may fare if public credit makes an expected comeback.----- Transc...
25 Mar 20244min
