Mike Wilson: The Age of Fiscal Policy Dominance?

Mike Wilson: The Age of Fiscal Policy Dominance?

Although consensus sees long-term interest rates staying low, could a potential $2 trillion fiscal stimulus mean rates will rise more (and faster) than markets currently expect?

Episoder(1592)

Credit Market’s Three Big Debates

Credit Market’s Three Big Debates

With Morgan Stanley’s European Leveraged Finance Conference underway, our Head of Corporate Credit Research Andrew Sheets joins Chief Fixed Income Strategist Vishy Tirupattur to discuss private credit...

16 Okt 202511min

How Politics Affect Global Markets

How Politics Affect Global Markets

Political developments in Japan and France have brought more volatility to sovereign debt markets. Our Global Economist Arunima Sinha highlights the risks investors need to watch out for.Read more ins...

15 Okt 20255min

Asia’s Youth Job Crisis

Asia’s Youth Job Crisis

Our Chief Asia Economist Chetan Ahya discusses how youth unemployment will impact future growth and stability across China, India, and Indonesia.Read more insights from Morgan Stanley.----- Transcript...

14 Okt 20254min

An M&A Boom for Financials

An M&A Boom for Financials

Morgan Stanley analysts Betsy Graseck and Michael Cyprys discuss what’s driving unprecedented consolidation for asset and wealth management firms.Read more insights from Morgan Stanley.----- Transcrip...

13 Okt 20259min

An Unprecedented Wave of Inheritances Is Coming

An Unprecedented Wave of Inheritances Is Coming

Our U.S. Thematic and Equity Strategist Michelle Weaver discusses how the largest intergenerational wealth transfer in history could reshape saving, spending and investment behavior across America.Rea...

10 Okt 20253min

Lessons From a Bond Issued 90 Years Ago

Lessons From a Bond Issued 90 Years Ago

Diving into the history of Morgan Stanley’s first bond deal, our Head of Corporate Credit Research Andrew Sheets explains the value of high-quality corporate bonds.Read more insights from Morgan Stanl...

9 Okt 20254min

When Will the Shutdown Affect Markets?

When Will the Shutdown Affect Markets?

An extended U.S. government shutdown raises the risk for weaker growth potential. Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas suggests key checkpoints that invest...

8 Okt 20253min

Get Ready for a Steeper Yield Curve

Get Ready for a Steeper Yield Curve

Our Fixed Income Strategist Vishy Tirupattur explains how changes in the yield curve are affecting markets such as insurance, Treasury yields and mortgage rates.Read more insights from Morgan Stanley....

7 Okt 20253min

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