Michael Zezas: For Infrastructure, Go Big or Go Bipartisan?
Will negotiations on a U.S. infrastructure deal lead to a bipartisan bill or a Democrats-only bill? The answer matters quite a bit for fixed-income investors.
16 Juni 20213min
Graham Secker: European Equities Take a Turn Toward the Micro
Over the past few weeks, European equity flows have been at the highest levels in three years. Could a period of consolidation be ahead?
15 Juni 20213min
Mike Wilson: A View from the Peak?
While the outlook for growth and inflation looks strong through next year, both may disappoint lofty investor expectations—and bring consequences for some stock sectors.
14 Juni 20213min
Andrew Sheets: Markets Shrug at “High” Inflation
This month’s U.S. consumer price inflation data showed a 5% rise versus a year ago, yet markets seemed unconcerned. A look at why markets could be looking past rising inflation readings.
11 Juni 20213min
Reza Moghadam: What Happens When the Euro Goes Digital?
The European Central Bank may soon announce the trial launch of a digital euro. Reza Moghadam, Morgan Stanley's Chief Economic Advisor, digs into potential risks and innovations.
10 Juni 20214min
Michael Zezas: Preparing to Disconnect
With tensions not abating, investors should prepare for a world where these major economies are significantly less integrated. Michael Zezas explains.
10 Juni 20212min
Special Episode: What to Do When Everything is Rich
Chief Cross-Asset Strategist Andrew Sheets and Head of Fixed Income Strategy Vishy Tirupattur cover a key topic on the minds of many investors: where to invest now?Mortgage Backed Securities (MBS) and...
8 Juni 20219min
Mike Wilson: More Data Doesn’t Always Mean More Certainty
New macro data on employment and consumer prices are unlikely to settle market uncertainties about inflation and course of the recovery. Mike Wilson explains.
8 Juni 20212min
