Thoughts on the Market

Higher rates can take time to filter through the economy, making their full impact difficult to judge. Arunima Sinha from our U.S. and Global Economics teams considers where the pressure may emerge next and how policymakers could navigate the competing risks.Read more insights fr ...  Show more

Higher rates can take time to filter through the economy, making their full impact difficult to judge. Arunima Sinha from our U.S. and Global Economics teams considers where the pressure may emerge next and how policymakers could navigate the competing risks.Read more insights fr ...  Show more

Our ABS Strategist Carolyn Campbell explains how rising borrowing costs are slowing the AI data center boom and what could drive a rebound in financing.Read more insights from Morgan Stanley.----- Transcript ----- Carolyn Campbell: Welcome to Thoughts on the Market. I'm Carolyn C ...  Show more

Our Chief Latin America Equity Strategist Nikolaj Lippmann explains why Brazil’s election, the cost of capital, AI investment and geopolitics could help unlock a new era of growth across Latin America.Read more insights from Morgan Stanley.----- Transcript ----- Welcome to Though ...  Show more

The UK budget arrives later this month amid competing predictions about growth, inflation and public finances. Andrew Sheets and Bruna Skarica examine how the country’s economy defies expectations. Read more insights from Morgan Stanley.----- Transcript ----- Andrew Sheets: Welco ...  Show more

Our Head of Asia Credit Strategy Kelvin Pang explains why investors would benefit from a broader fixed income market in Asia, with opportunities across more countries, local-currency credit and dollar-denominated bonds.Read more insights from Morgan Stanley.----- Transcript ----- ...  Show more