Europe’s Demographic Dilemma
Our Chief Europe Economist Jens Eisenschmidt and Europe Equity Strategist Regiane Yamanari discuss the strain of an aging population on the future of Europe’s economy and markets.----- Transcript ----...
23 Okt 20249min
Mind Meets Machine in Brain-Computer Interfaces
Our Medical Technology expert analyzes the medical potential and market opportunity in technology that allows direct communication between the human brain and an external device.----- Transcript -----...
22 Okt 20244min
What’s Boosting Cyclical Stocks?
Our CIO and Chief U.S. Equity Strategist explains his preference for cyclical stocks amid a rise in global money supply and current US election dynamics.----- Transcript -----Welcome to Thoughts on th...
22 Okt 20243min
How the US Election Could Upset Credit Markets
Our Head of Corporate Credit Research Andrew Sheets discusses why uncertainty around the election’s outcome could be detrimental for credit investors.----- Transcript -----Welcome to Thoughts on the M...
18 Okt 20244min
Could the US Election Reshape the Energy Sector?
Our expert panel explains whether the US election will impact energy policy, including how the Inflation Reduction Act’s possible fate and increased tariffs could transform the sector.----- Transcript...
17 Okt 20247min
What Does The Fed Rate Cut Mean For Mortgages?
Mortgage rates aren’t directly influenced by Federal Reserve policy. However, the Fed’s recent cut likely will have a domino effect on the US housing market, say our Co-Heads of Securitized Products R...
16 Okt 20248min
South Korea’s ‘Super-Aging’ Challenge
Our Chief Korea and Taiwan Economist discusses the reforms needed to overcome Korea’s urgent demographic crisis.----- Transcript -----Welcome to Thoughts on the Market. I’m Kathleen Oh, Morgan Stanley...
15 Okt 20244min
Markets Spin Toward Cyclicals
A slump in tech stocks may explain the market rotation – but it’s the earnings season that investors need to watch, says CIO and Chief US Equity Strategist Mike Wilson.----- Transcript -----Welcome to...
14 Okt 20244min
