Commercial Real Estate's Uncertain Future
Our Fixed Income Strategist outlines commercial real estate’s post-pandemic challenges, which could make regional bank lenders vulnerable. ----- Transcript -----Welcome to Thoughts on the Market, I’m ...
16 Feb 20243min
What the U.S. Election Could Mean for NATO
Michael Zezas, Global Head of Fixed Income and Thematic Research, gives his take on how the U.S. election may influence European policy on national security, with implications for the defense and cybe...
15 Feb 20242min
The Rising Risk of Global Trade Tensions for Asia
Key developments in China and the U.S. will impact global trade and the growth outlook for Asia in 2024.----- Transcript -----Welcome to Thoughts on the Market. I’m Chetan Ahya, Morgan Stanley’s Chief...
15 Feb 20243min
Ripple Effects of the Red Sea Disruptions
Our expert panel discusses how the Red Sea situation is affecting the global economy and equity markets, as well as key sectors and the shipping industry.----- Transcript -----Jens Eisenschmidt: Welco...
14 Feb 20249min
Three Reasons the U.S. Consumer Outlook Remains Strong
Despite a likely softening of the labor market, U.S. consumer spending should remain healthy for 2024.----- Transcript -----Welcome to Thoughts on the Market. I’m Sarah Wolfe from the US Economics Tea...
12 Feb 20242min
Rooting for a Positive Rate of Change
Investors in credit markets pay close attention to the latest economic data. Our head of Corporate Credit Research explains why they should be less focused on the newest numbers and more focused on wh...
9 Feb 20243min
Trends in the 2024 Credit Landscape
Our credit experts from Research and Investment Management give their overview of private and public credit markets, comparing their strengths and weaknesses following two years of rate hikes.----- Tr...
8 Feb 20248min
Which Geopolitical Events Matter Most to Investors
With multiple, ongoing geopolitical conflicts, our analyst says investors should separate signals from noise in how these events can impact markets.Important note regarding economic sanctions. This re...
7 Feb 20243min
