Matthew Hornbach: The Impact of Policy on Bond Markets
As the U.S. Federal Reserve keeps rates elevated, investors are selling off bonds in anticipation of new issues with higher yields, triggering a historic rout in the world's biggest bond markets.-----...
24 Okt 20233min
Mike Wilson: Are Earnings Expectations Too High?
As investor sentiment recovers this month in anticipation of a strong year end, it’s important to acknowledge the factors that make this year’s fundamentals different.----- Transcript -----Welcome to ...
23 Okt 20233min
Ellen Zentner: The Rise of the SHEconomy
Demographic changes are making women in the U.S. more powerful economic agents, driving spending and GDP.----- Transcript -----Welcome to Thoughts on the Market. I'm Ellen Zentner, Morgan Stanley's Ch...
20 Okt 20233min
Global Autos: Automotive’s Smartphone Moment
The automotive industry’s steady transition to “software-defined vehicles” could offer new entrants advantages against established incumbents.----- Transcript -----Lee Simpson: Welcome to Thoughts on ...
19 Okt 20237min
Michael Zezas: The Impact of Geopolitical Tension
In the continuing transition to a multipolar world, geopolitical uncertainty is on the rise and new government policies could rewire global commerce.----- Transcript -----Welcome the Thoughts on the M...
18 Okt 20232min
Global Tech: Generative AI and Asset Management
The asset management and wealth management sectors could see AI boost efficiency in the short term and drive alpha in the medium to long term.----- Transcript -----Mike Cyprys: Welcome to Thoughts on ...
17 Okt 20236min
Seth Carpenter: Are Higher Rates Permanent?
The recent rise in long term yields and economic tightening raises the question of how restrictive U.S. financial conditions have become.----- Transcript -----Welcome to Thoughts on the Market. I'm Se...
16 Okt 20233min
Vishy Tirupattur: Treasury Yields Move Higher
On the heels of a midsummer spike, long-end treasury yields have picked up further momentum, which has created complex implications for the Fed, the corporate credit market, and emerging market bonds....
13 Okt 20232min
