Why European Data Centers Are Set for Major Growth
Morgan Stanley’s Europe Telecom Analyst outlines three factors pointing to a boom, the obstacles to overcome and the associated industries most likely to benefit.---- Transcript -----Welcome to Though...
7 Mars 20244min
Three Long-Term Trends by the Numbers
Our Global Head of Fixed Income shares some startling data on decarbonization, the widespread use of AI and longevity. ----- Transcript -----Welcome to Thoughts on the Market. I'm Michael Zezas, Morg...
6 Mars 20243min
How US Consumers Will Spend 2024 Tax Refunds
With tax season underway, our U.S. economist explains what the average refund will look like and how people are likely to spend it.----- Transcript -----Welcome to Thoughts on the Market. I’m Sarah Wo...
5 Mars 20243min
Hedging in a Robust Equity Market
The U.S. stock market is rising to new highs, but investors should still try to minimize risk in their portfolios. Our analysts list a few key strategies to navigate this dynamic.----- Transcript ----...
4 Mars 20245min
The Predictive Power of PMIs
Our head of Corporate Credit Research explains why the Purchasing Manager’s Index is a key indicator for investors to get a read on the economic outlook.----- Transcript -----Welcome to Thoughts on th...
1 Mars 20243min
Making Sense of Confusing Economic Data
Our Global Macro Strategist explains the complex nature of recent U.S. economic reports, and which figures should matter most to investors.----- Transcript -----Welcome to Thoughts on the Market. I’m ...
1 Mars 20243min
Should Investors Care About a Government Shutdown?
As the deadline to fund the government rapidly approaches, Michael Zezas explains what economic effect a possible shutdown could have and whether investors should be concerned. ----- Transcript -----W...
28 Feb 20243min
Why Is the Price of Food Still Rising?
As grocery and dining costs continue to increase, our analysts break down how this has affected consumers and when food prices may stabilize.----- Transcript -----Sarah Wolfe: Welcome to Thoughts on t...
27 Feb 20247min
