Europe: Geopolitics and the ECB

Our Global Head of Macro Strategy Matthew Hornbach joins our Chief U.S. Economist Michael Gapen to discuss the Fed’s potential next moves and how energy prices are influencing market expectations.Read more insights from Morgan Stanley.----- Transcript -----Matthew Hornbach: Welco ...  Show more

Our CIO and Chief U.S. Equity Strategist Mike Wilson breaks down how the market is transitioning to a mid-cycle environment, with leadership shifting toward higher-quality, asset-light companies with durable earnings.Read more insights from Morgan Stanley.----- Transcript -----Mi ...  Show more

Investors are betting the European Central Bank will raise interest rates to all-time highs, and the FT’s Ben Hall explains the impact of the war in Ukraine on the country’s economy. 

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In the wake of the ECB decision, what should we expect to see from central banks around the world – and what does that mean for currency and fixed income markets? Gurpreet Garewal, macro strategist on the Fixed Income team in Goldman Sachs Asset Management, joins Natasha Tiwana o ...  Show more

On today's edition of "Boiler Room," Alfonso Peccatiello is joined by Imran Lakha for a discussion on Europe, the ECB and a deep dive into the options market.  With Nord Stream pipeline disruptions all throughout the week, Imran discusses the various mounting headwinds facing the ...  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