Oil Markets Are Even Tighter Than They Appear
Our Global Commodities Strategist Martijn Rats discusses how the Strait of Hormuz shutdown has created a deep air pocket that will likely keep markets tighter and prices higher for longer than many ex...
24 Mar 4min
Asia’s Energy Dependence Meets a Narrow Strait
Our Asia Energy Analyst Mayank Maheshwari discusses how the conflict in the Middle East is sending ripple effects through Asia’s energy, power and food systems.Read more insights from Morgan Stanley.-...
23 Mar 3min
‘March Madness’ for Markets Too
As the Iran conflict upends market narratives, our Global Head of Fixed Income Research Andrew Sheets offers his take on how to view the historic disruption happening in March and what the next few we...
20 Mar 4min
Europe’s Banks Navigate Uncertainty
Live from Morgan Stanley’s European Financials Conference, our Head of European Banks Alvaro Serrano and European Equity Research Banks Analyst Giulia Aurora Miotto discuss how geopolitics, private cr...
19 Mar 4min
Oil Shock Hits the U.S. Consumer
A prolonged oil disruption is pushing gas prices higher. Arunima Sinha from our U.S. and Global Economics team joins Head of U.S. Policy Strategy Ariana Salvatore to discuss what that means for consum...
18 Mar 8min
Japan’s Bull Market Takes Shape
Morgan Stanley MUFG ’s Japan Equity Strategist Sho Nakazawa talks about the sectors that are leading the current rebound of Japanese stocks and why these gains may be more than a cyclical shift.Read m...
17 Mar 5min
Is the Market Correction Ending?
With volatility and oil prices up while Fed policy is easing, our CIO and Chief U.S. Equity Strategist Mike Wilson breaks down why today’s selloff is giving flashbacks to March 2025—and why he believe...
16 Mar 4min
The Looming Bottleneck for Global Tech
Our Head of Asia Technology Research Shawn Kim explains what disruptions to shipping in the Strait of Hormuz could mean for the global semiconductor supply chain and the immediate future of AI infrast...
13 Mar 4min
