Wallets Wide Open For GenAI
While venture capital is taking a more cautionary approach with crypto startups, the buzz around GenAI is only increasing.----- Transcript -----Welcome to Thoughts on the Market. I’m Ed Stanley, Morga...
3 Sep 20244min
Special Encore: Health Care for Longer, Healthier Lives
Original Release Date August 8, 2024: Our Head of Europe Sustainability Research discusses how rising longevity is revolutionizing our fundamental approach from reactive to proactive treatment.----- T...
30 Aug 20244min
Is the Fed Behind the Curve?
As the US Federal Reserve mulls a forthcoming interest rate cut, our Head of Corporate Credit Research and Global Chief Economist discuss how it is balancing inflationary risks with risks to growth.--...
29 Aug 202411min
Bumpy Road Back For US Housing Market
While mortgage rates have come down, our Co-heads of Securitized Products Research say the US housing market still must solve its supply problem.----- Transcript -----Jim Egan: Welcome to Thoughts on ...
28 Aug 20247min
All Eyes on Jobs Data
Our CIO and Chief US Equity Strategist explains why there’s pressure for the August jobs report to come in strong -- and what may happen to the market if it doesn’t. ----- Transcript -----Welcome to T...
27 Aug 20244min
What’s Boosting Consumer Confidence?
Our US Thematic Strategist discusses surging confidence as the political landscape evolves, back-to-school spending starts strong and travel providers enjoy post-COVID demand. ----- Transcript -----Mi...
26 Aug 20244min
Market Rebounds but Growth Is Uncertain
Although markets have recovered over the last few weeks after a sudden drop, our Head of Corporate Credit Research warns that investors are still skeptical about the growth outlook.----- Transcript --...
23 Aug 20243min
What’s Next for Japan After Rate Hike?
The Bank of Japan jolted global markets after its recent decision to raise interest rates. Our experts break down the effects the move could have on the country’s economy, currency and stock market.--...
22 Aug 20249min
