1,132 集
Thoughts on the Market Morgan Stanley Podcasts
-
- 商業
-
-
5.0 • 45 個評分
-
Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
-
Why TMT Bonds Are Underperforming
In a generally positive environment for corporate credit, the recent performance of high-yield bonds in the telecom, media and technology (TMT) sector offers a market contrast. Our Lead Analyst for High-Yield TMT joins our Head of Corporate Credit Research to explain the divergence.
-
European Economic Outlook: Decidedly More Optimistic
Our Chief Europe Economist explains why the region’s outlook over the next year is trending upward, including how higher growth will lead to lower interest rates this cycle.
-
Global Questions About the US Elections
Our Global Head of Fixed Income and Thematic Research reflects on Japanese investors’ interest in the outcome of the upcoming presidential vote in the US.
-
Midyear European Equities Outlook: In the Sweet Spot
Our Chief Europe Equity Strategist explains why she is forecasting a 23 percent total return for European equities over the next year.
-
Midyear Credit Outlook Favors Moderation
Our Head of Corporate Credit Research explains why moderate economic growth offers opportunities in credit markets – if investors choose carefully.
-
Midyear Housing Outlook: Is Home Sale Activity Picking Up?
With cooling inflation and an expected drop for mortgage rates, will more affordable housing lead to a big spike in sales? Our Co-Heads of Securitized Product Research take stock of the US housing market.
用户評論
Balanced, Clear and Concise
Excellent podcast from some really senior markets executives and professionals from Morgan Stanley, keep up the great work.
Fiona
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.