Michael Zezas: Season of Confusion in D.C.?

Our experts discuss U.S. dollar strength and its far-reaching impact on the global economy and the world’s stock markets. ----- Transcript ----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Global Head of Fixed Income Research.James Lord:  ...  Show more

Our Global Chief Economist explains why the rapid hikes, pause and pivot of the current interest rate cycle are reminiscent of the 1990s. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist. Along with my colleague ...  Show more

As the first round of Turkish general elections result in a runoff round, with President Erdogan facing his toughest political challenge yet, Turkish assets have been exhibiting volatility - as one would expect given the uncertainty. However, the one asset class that remains stra ...  Show more

U.S. equity indexes soared on Friday, with the Dow Jones Industrial Average posting a near 800-point gain and the S&P 500 Index and the Nasdaq Composite rising 1.86% and 0.92% two hours ahead of the close of regular trading. Equity futures indicated a positive open after Russian ...  Show more

Despite Fitch putting the US's credit rating on negative watch, global markets are largely brushing off debt-ceiling risk. Weston Nakamura comments on the knee-jerk market reaction to the Fitch headline of strength in the yen and in gold, and also provides color on how the larges ...  Show more

 The market for special purpose acquisition companies has become an unexpected casualty of the Archegos Capital Management scandal, and the activist investors who won a stunning proxy battle against ExxonMobil this week said the supermajor would need to cut oil production. Plus, ...  Show more