Andrew Sheets: Geopolitics, Inflation and Cen...

The U.S. midterm results could lead to policy changes that worsen the power bottleneck for U.S. data centers. Meanwhile, the outlook for AI chips remains bullish. Our specialists discuss potential challenges and opportunities in the AI buildout.Read more insights from Morgan Stan ...  Show more

Our Asia Energy analyst Mayank Maheshwari discusses how AI, new factories and cooling systems are boosting electricity demand in Asia and reshaping local power structure.Read more insights from Morgan Stanley.----- Transcript ----- Welcome to Thoughts on the Market. I’m Mayank Ma ...  Show more

Volatility remains the dominant theme for financial markets, as prices for energy and food commodities continue to rise along with hostilities in Eastern Europe. Russia’s war on Ukraine has made central bankers’ fight against inflation that much more complex. And its broader rami ...  Show more

The crisis in Eastern Europe has escalated to new levels, as Russian President Vladimir Putin authorized the deployment of troops to rebel-held areas of Ukraine. Prices for energy commodities, including crude oil and natural gas, spiked on the news. And wheat, a key export from t ...  Show more

U.S. equity markets were mixed with just over two hours remaining in the trading day, with the Dow Jones Industrial Average and the S&P 500 Index holding small gains and the Nasdaq Composite and the Russell 2000 Index down nearly 1%. Yields on the 10-year U.S. Treasury note and t ...  Show more