Reza Moghadam: Post-Merkel Politics in Europe
After 16 years, German Chancellor Angela Merkel is stepping down. While the full implications for Europe remain unclear, some contours of the post-Merkel government are now taking shape.----- Transcri...
4 Okt 20215min
Special Episode, Part 2: Taking the Temperature of Individual Investors
On part two of this special episode, Lisa Shalett and Andrew Sheets dive into meme stocks and individual investor trading advantages… and pitfalls.----- Transcript -----Andrew Sheets Welcome to Though...
1 Okt 20217min
Special Episode: Taking the Temperature of Individual Investors
On part one of this Special Episode, Lisa Shalett, Chief Investment Officer for Morgan Stanley Wealth Management, discusses the new shape of retail investing and the impact on markets.----- Transcript...
30 Sep 20219min
Michael Zezas: Will the Democrats Go Big or Go Small?
The eventual size of the Democratic Party’s fiscal policy legislation – for taxes and for spending – will likely impact the bond market as well as the policy landscape.----- Transcript -----Welcome to...
30 Sep 20212min
Jonathan Garner: Economic Surprises = Earnings Surprises
With incoming global growth data missing consensus expectations, emerging markets equity earnings revisions could fall back into negative territory for the first time since May 2020.----- Transcript -...
29 Sep 20213min
Matt Hornbach: Inflation Fears Drive Central Bank Actions
Real interest rates are on the rise in Europe and the US and central banks are responding. This may impact currency markets headed into the fall. Matt Hornbach, Global Head of Macro Strategy, explains...
28 Sep 20213min
Mike Wilson: The Process Matters
Our analyst’s equity positioning models have held up well and we continue to rely on an understanding of historical cycles as we move through this mid-cycle transition. Chief Investment Officer Mike W...
27 Sep 20213min
Andrew Sheets: The Fed Shuffles Toward the Exit
This week, the Fed hinted that a taper announcement in November could be in store, adding one more wrinkle into events that investors will need to navigate this fall.----- Transcript -----Welcome to T...
24 Sep 20213min
