Andrew Sheets: Markets Shrug at “High” Inflation
This month’s U.S. consumer price inflation data showed a 5% rise versus a year ago, yet markets seemed unconcerned. A look at why markets could be looking past rising inflation readings.
11 Jun 20213min
Reza Moghadam: What Happens When the Euro Goes Digital?
The European Central Bank may soon announce the trial launch of a digital euro. Reza Moghadam, Morgan Stanley's Chief Economic Advisor, digs into potential risks and innovations.
10 Jun 20214min
Michael Zezas: Preparing to Disconnect
With tensions not abating, investors should prepare for a world where these major economies are significantly less integrated. Michael Zezas explains.
10 Jun 20212min
Special Episode: What to Do When Everything is Rich
Chief Cross-Asset Strategist Andrew Sheets and Head of Fixed Income Strategy Vishy Tirupattur cover a key topic on the minds of many investors: where to invest now?Mortgage Backed Securities (MBS) and...
8 Jun 20219min
Mike Wilson: More Data Doesn’t Always Mean More Certainty
New macro data on employment and consumer prices are unlikely to settle market uncertainties about inflation and course of the recovery. Mike Wilson explains.
8 Jun 20212min
Andrew Sheets: The Fed’s Fascinating Dilemma
The pillars that have supported extraordinary action by the Federal Reserve are now starting to shift. That means support could be withdrawn. The question is, when?
5 Jun 20213min
Mid-Year Commodities Outlook: Risks Ahead?
Commodities prices have seen big moves over the last several months, but could a potentially stronger dollar and the mechanics of supply and demand cool the rally?
3 Jun 20219min
Michael Zezas: The Simmering U.S./China Rivalry
Although the Biden administration has been slightly less vocal with respect to China, investors shouldn’t sleep on the possibly of renewed U.S.-China tensions.
2 Jun 20212min
