Energy: European Power Prices Continue to Cli...

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why history, technicals and fundamentals suggest a clearer runway for U.S. stocks six months out, despite geopolitical concerns.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Ma ...  عرض المزيد

In the second of our two-part panel discussion from Morgan Stanley’s TMT conference, our analysts break down the complexity of financing AI’s infrastructure and the technological disruption happening across industries.Read more insights from Morgan Stanley.----- Transcript -----M ...  عرض المزيد

On today’s show we are taking another look at energy markets.

Many of you might know that my professional training is an electrical engineer. I understand physics, and energy in particular at a deep level. This is an area of such importance that I continue to study it d ...

Energy prices have hit new heights. Gas and electricity bills will rocket for most people at the end of this month as the price cap is lifted and nobody filling their car could fail to notice record prices at the pumps. Energy too is at the heart of the biggest conflict in Europe ...  عرض المزيد

The US Clean Energy Boom: What Might Stop It?

The US Inflation Reduction Act, signed into law by President Joe Biden last August, has transformed the outlook for low-carbon energy in the US, because of the array of tax credits and other policy ...

As everyone knows, electricity prices in Europe have soared, due to a combination of factors, most prominently Russia's war in Ukraine and the curtailing of natural gas supplies. But how bad is it going to get this winter? Will Germany have enough energy to power homes and factor ...  عرض المزيد