Oil Markets Ahead: Pricing In More Risk
As the Strait of Hormuz continues to be a chokepoint for oil, our Global Head of Fixed Income Research Andrew Sheets and our Head of Commodity Research Martijn Rats discuss possible outcomes for the i...
1 Apr 12min
A New Test for Private Credit
Our Chief Fixed Income Strategist Vishy Tirupattur and Morgan Stanley Investment Management’s Global Head of Private Credit & Equity David Miller discuss the recent pressure on the private credit mark...
31 Mars 9min
A Bull Market May Be Closer Than It Looks
The stock market has already discounted many disruptions, including geopolitics, oil and AI. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors are now focused on one thing: w...
30 Mars 4min
Inside Credit Market’s Issuance Boom and Private Lending Risks
Our Global Head of Fixed Income Andrew Sheets and Head of U.S. Credit Strategy Vishwas Patkar discuss what’s driving record debt issuance and growing worries about private credit.Read more insights fr...
27 Mars 11min
Why Fed Rate Cuts Could Be Pushed Back
Our Global Head of Macro Strategy Matthew Hornbach and our Chief U.S. Economist Michael Gapen discuss how oil prices, tariffs and inflation expectations are raising the bar for rate cuts by the Fed, a...
26 Mars 11min
Can Government Action Tame Rising Energy Prices?
Our Head of Public Policy Research Ariana Salvatore breaks down what’s being discussed by policymakers around the world to try to cap the oil price spike. Read more insights from Morgan Stanley.-----...
25 Mars 4min
Oil Markets Are Even Tighter Than They Appear
Our Global Commodities Strategist Martijn Rats discusses how the Strait of Hormuz shutdown has created a deep air pocket that will likely keep markets tighter and prices higher for longer than many ex...
24 Mars 4min
Asia’s Energy Dependence Meets a Narrow Strait
Our Asia Energy Analyst Mayank Maheshwari discusses how the conflict in the Middle East is sending ripple effects through Asia’s energy, power and food systems.Read more insights from Morgan Stanley.-...
23 Mars 3min
