Andrew Sheets: Optimism in Corporate Credit
Corporate credit continues to outperform other class assets, due in part to U.S. economic growth in the third quarter.----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, Global...
27 Okt 20232min
Asia Equities: China’s Risk of a Debt Deflation Loop
With China at risk of falling into a debt deflation loop, lessons from Japan's deflation journey could provide some insight.----- Transcript -----Daniel Blake: Welcome to Thoughts on the Market. I'm D...
26 Okt 20237min
Vishy Tirupattur: Implications of the Treasury Market Selloff
The rise in Treasury yields, among other factors, has caused significantly tighter financial conditions. If these conditions slow growth in the fourth quarter, another rate hike this year seems unlike...
25 Okt 20234min
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
