Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
Ellen Zentner: The Narrowing Path for a Soft Landing
As the Fed continues to increase their peak rate of interest, the path for a soft landing narrows, so what deflationary indicators need to show up in the real economy to take the pressure off of policy tightening?
Martijn Rats: Will Oil Prices Continue to Fall?
While the global oil market has seen a decrease in demand, supply issues are still prevalent, leaving investors to question where oil prices are headed next.
Mike Wilson: A Sudden Drop for Stocks and Bonds
After last week’s Fed meeting and another rate hike, both stocks and bonds dropped back to June lows. The question is, will this turn to the downside continue to accelerate?
U.S. Economy: The Fed Continues to Fight Inflation
After another Fed meeting and another historically high rate hike, it’s clear that the Fed is committed to fighting inflation, but how and when will the real economy see the effects? Chief Cross-Asset Strategist Andrew Sheets and Global Chief Economist Seth Carpenter discuss.
Thematic Investing: Moonshots
With high returns in mind, investors may be looking to get in on the ground floor with the next ambitious and disruptive technology, but how are these ‘moonshots’ identified and which ones could make a near-term impact? Head of Thematic Research in Europe Ed Stanley and Head of the Global Autos and Shared Mobility Team Adam Jonas discuss.
Michael Zezas: Why Isn’t Fed Hiking Impacting Inflation?
Though the Fed continues to raise interest rates, inflation is still high year over year, so why haven’t rate hikes begun to bring inflation down yet?
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.