Andrew Sheets: Geopolitics, Inflation and Central Banks

Andrew Sheets: Geopolitics, Inflation and Cen...

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Rebalancing Portfolios as Risk Premiums Drop

Our Chief Cross-Asset Strategist Serena Tang discusses how current market conditions are challenging traditional investment strategies and what that means for asset allocation.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I’m Sere ...  Afficher plus

How Will Credit Markets Fare in 2026?

To conclude their two-part discussion, our Head of Corporate Credit Research Andrew Sheets and Chief Investment Officer for Morgan Stanley Wealth Management Lisa Shalett discuss the outlook for inflation and monetary policy, with implications for investment-grade credit.Read more ...  Afficher plus

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Will Russia's Invasion of Ukraine Raise Inflationary Pressures?
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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 ...  Afficher plus

Why Inflation's Fallout Is Becoming Increasingly Global
Trumponomics

US inflation is at a 40-year high and the UK is effectively in recession as demand slows for Chinese-made goods. Prime Minister Boris Johnson, though addressing the British economy, could have been speaking for the whole world when he said in a recent interview that “we’re going ...  Afficher plus

Inflation risks: 'too much complacency'?
In the market for more

In this week’s episode of IG’s Trading the Markets podcast, IGTV’s Victoria Scholar speaks to Daniel Lacalle, chief economist at Tressis, about the post-pandemic recovery for the US economy, monetary and fiscal policy, and the potential economic risks ahead.

Lacalle s ...

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Western sanctions decimate Russian economy
Global Market Insights - Forex, Futures, Stocks

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America and Europe hit Russia with suffocating economic sanctions. Russian central bank raises interest rates but cannot defend currency. Stocks retreat, US dolla ...

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