US Elections: The Wait for Clarity
With the US presidential race being as closely contested as it is, Michael Zezas explains why patience may be a virtue for investors following Election Day. ----- Transcript -----Welcome to Thoughts o...
25 Sep 20242min
One Rate Cut, Many Effects
From stock price fluctuations to concerns about deflation, the reactions to the Fed rate cut have been varied. But we still need to keep an eye on labor data, says Mike Wilson, our CIO and Chief US Eq...
24 Sep 20244min
As the Fed Recalibrates, What’s Ahead for Central Banks?
Our Global Chief Economist, Seth Carpenter, explains why, despite last week’s big Fed move, there’s still plenty of uncertainty in global markets and questions about how other central banks will respo...
23 Sep 20245min
Mexico Judicial Reforms Spark Investor Concern
Our Chief Latin American Equity Strategist explains how potential changes in Mexico’s regulatory approach could have implications for the country’s equity markets.----- Transcript -----Welcome to Thou...
20 Sep 20243min
Industrials Outlook ‘Better Than Feared’
Investors came away from Morgan Stanley’s recent Industrials Conference with a more optimistic outlook than they expected, based on perspectives including freight transportation’s momentum and AI’s im...
19 Sep 20248min
Presidential Debate Targets Perceptions Over Policy
While the electoral impact of last week’s US presidential debate is unclear, our Global Head of Fixed Income and Thematic Research offers two guiding principles to navigate the markets during the elec...
18 Sep 20243min
US Elections: The Politics of Healthcare
Our US Public Policy Strategist explains the potential impact of the upcoming presidential election on the healthcare sector, including whether the outcome is likely to drive a major policy shift.----...
17 Sep 20244min
Markets Readying for a Rate Cut
With the Federal Reserve poised to make its long-awaited rate cut this week, our CIO and Chief US Equity Strategist tells us why investors have pivoted their concerns from high inflation to slowing gr...
16 Sep 20244min
