Transportation: Untangling the Supply Chain

Markets have remained resilient despite the prospect of higher-for-longer rates. Our Global Head of Fixed Income Research Andrew Sheets considers the risks building beneath the surface.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts ...  Show more

U.S. mortgage rates are hovering around their highest levels in three years. Morgan Stanley Co-Heads of Securitized Products Research Jay Bacow and James Egan examine the forces keeping homeowners locked in and buyers priced out of the housing market.Read more insights from Morga ...  Show more

How disruption in a single port, factory or freight centre can cause global chaos. Ed Butler speaks with Stavros Karamperidis, an expert in maritime economics at the University of Plymouth, and Kent Jones, professor of economics at Babson College in the US. Meanwhile, chief econo ...  Show more

It’s 2023 and we’re in a very different place compared to last year. This time last year, shippers were getting inventory in as quickly as possible and the supply chain was faced with tight capacity and blockages. 

Today, we are now facing a potential recession. After tw ...

We explore the twin crises affecting the shipping industry. First, thousands of seafarers are stranded far from home, unable to travel because of the coronavirus. Add to that congestion at ports across the globe and sky-high freight rates. The result? Unprecedented pressures on a ...  Show more

The current market volatility is making disruptions commonplace, so how can you anticipate and navigate an ever-changing landscape?In this episode of Supply Chain Now, hosts Scott W. Luton and Allison Giddens delve deep into the turbulent waters of supply chain management with in ...  Show more