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 Apr 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 Apr 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 Apr 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 Apr 20233min
Michael Zezas: What the ‘X-Date’ Means for Investors
With the deadline to raise the debt ceiling looming closer, will recent banking challenges reduce Congress's willingness to take risks with the economy?----- Transcript -----Welcome to the Thoughts on...
5 Apr 20232min
Seth Carpenter: China’s Impact on Global Growth
As the economic growth spread between Asia and the rest of the world widens, China’s reopening is unlikely to spur growth that spills over globally.----- Transcript -----Welcome to Thoughts on the Mar...
4 Apr 20233min
Mike Wilson: Not All Bank Reserves Are Created Equal
Recent increases in the Fed’s balance sheet may not have the same impact on money supply, growth and equities as in previous cycles.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wi...
3 Apr 20233min
Andrew Sheets: Be Careful What You Wish For
Given recent signs of slowing in a previously strong economy, investors may want to look to history before wishing for weaker growth.----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew...
31 Mar 20233min
