Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
Special Episode: Innovating toward Decarbonization
How are oil & gas companies and U.S. utilities tackling the complex transition to a lower carbon future? Expect a lot of divergence in approach.
Andrew Sheets: Are Bonds Still a Worthwhile Investment?
Since last year, bonds of all stripes have seen so-so returns and high stock market correlation. Is it time to question their value as a portfolio diversifier?
Vishy Tirupattur: The Policy Debate Takes Center Stage
In a time of extraordinary policy response to the pandemic, will bond markets move towards the Fed or will the Fed shift its reaction function towards markets?
Special Episode: Rising Home Prices, Rising Rates
U.S. home buyers are now facing both higher mortgage rates and steadily climbing home prices. What does this mean for housing and mortgage markets?
Special Episode: The Return of the Services Sector?
Consumer spending trends are finally accelerating in service sectors such as dining and travel. A look at what this means for GDP, the jobs market and inflation.
Mike Wilson: Equities Eye the Reality of Reopening
Although the S&P 500 has continued to make new highs, underneath the surface, a shift in market leadership may be sending a signal about the hard work of reopening.
Balanced, Clear and Concise
Excellent podcast from some really senior markets executives and professionals from Morgan Stanley, keep up the great work.
Excellent podcast, I especially like the one of rising risks for new stimulus. The link between policies and pull back of risk assets is well explained. It could be better to add short glossary for terms like FEMA money for people out of the states.