Why Good Data Is Good For Markets
Our Head of Corporate Credit Research makes the case against the popular notion that solid economic data would be bad for markets, and instead offers a rationale for why now, more than ever, is the ti...
28 Jun 20243min
Introducing: What Should I Do With My Money Season 2
If you're a listener to Thoughts on the Market you may be interested in Season 2 of our podcast: What Should I Do With My Money? ----------------Money is emotional and that can make it difficult to kn...
28 Jun 20243min
Funding the AI Revolution
As the infrastructure needs for artificial intelligence soar, so does the need for financing. Our Chief Fixed Income Strategist talks about the role credit markets can play in providing capital to pow...
27 Jun 20244min
Fiscal Sustainability and the French and US Elections
Our Global Chief Economist explains why markets are concerned about uncertainty around the French and US elections, and how their outcomes may affect each economy’s debt load.---- Transcript -----Seth...
26 Jun 20243min
Navigating the Narrow Stock Market
Our CIO and Chief US Equity Strategist explains how to make sense of the equity market’s narrow performance, and why stock picking takes on greater importance for investors.----- Transcript -----Welco...
25 Jun 20244min
Economics Roundtable: Global Elections in Focus
Halfway through a historic year for elections around the world, Morgan Stanley’s chief economists assess the impact of recent results on the global economy, and weigh potential effects from key electi...
24 Jun 20249min
Economics Roundtable: Investors Eye Central Banks
Morgan Stanley’s chief economists examine the varied responses of global central banks to noisy inflation data in their quarterly roundtable discussion.----- Transcript -----Seth Carpenter: Welcome to...
21 Jun 202412min
Volatility Doesn’t Necessarily Rock the Boat
Our head of corporate credit research dives into the question of correlation and market volatility, and explains why stock indices can remain stable despite a certain level of turmoil, as we have seen...
20 Jun 20243min
