Watching the Canary in the Coalmine
Stock tickers may not immediately price in uncertainty during times of geopolitical volatility. Our Head of Corporate Credit Research Andrew Sheets suggests a different indicator to watch.Read more in...
27 Juni 20254min
Why the Fed Will Cut Late, But Cut More
Our Global Head of Macro Strategy Matt Hornbach and U.S. Economist Michael Gapen assess the Fed’s path forward in light of inflation and a weaker economy, and the likely market outcomes.Read more insi...
26 Juni 202511min
Humanoids’ Insatiable Hunger for Minerals
Our Australia Materials Analyst Rahul Anand discusses why critical minerals may be the Achilles’ heel of humanoids as demand significantly outpaces supply amid geopolitical uncertainties.Read more ins...
25 Juni 20254min
India Outperforms with High Growth and Low Volatility
Morgan Stanley’s Chief Asia Equity Strategist Jonathan Garner explains why Indian equities are our most preferred market in Asia.Read more insights from Morgan Stanley.----- Transcript -----Welcome to...
24 Juni 20254min
Why Stocks Can Be Resilient Despite Geopolitical Risk
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors have largely remained calm amid recent developments in the Middle East.Read more insights from Morgan Stanley.----- Transcri...
23 Juni 20253min
Midyear Credit Outlook: An Odd Disconnect in Asia
Our analysts Andrew Sheets and Kelvin Pang explain why international issuers may be interested in so-called ‘dim sum’ bonds, despite Asia’s growth drag.Read more insights from Morgan Stanley.----- Tra...
20 Juni 20259min
How Oil Could Price Amid Mideast Tensions
Our Global Commodities Strategist Martijn Rats explores three possible scenarios for oil prices in light of geopolitical shifts in the Middle East.Important note regarding economic sanctions. This res...
18 Juni 20254min
Why Markets Should Keep an Eye on Japan’s AI Playbook
Our Senior Japan Economics Advisor discusses Japan’s systematic approach to AI and the lessons it offers for other markets.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoug...
17 Juni 20254min
