Michael Zezas: U.S. Infrastructure - Sectors ...

Our Global Head of Thematic and Sustainability Research Stephen Byrd explains why the recent AI infrastructure selloff may reflect technical pressures, not weakening fundamentals.Read more insights from Morgan Stanley.----- Transcript -----Stephen Byrd: Welcome to Thoughts on the ...  Show more

How much runway does the world’s energy market still have? Our Head of Commodity Research Martijn Rats joins our Global Head of Fixed Income Research Andrew Sheets to explain what’s causing pressure beyond renewed tensions in the Middle East.Read more insights from Morgan Stanley ...  Show more

In part two of our infrastructure series, we take a closer look at which sub-sectors are heating up, and how opportunities across energy and tech are converging.

How do developed countries deploy trillions of dollars in government money toward more sustainable infrastructure projects, and what's holding them back? Chris Lewis, the head of the Global Infrastructure team at EY joins the show to talk about which countries are doing it right, ...  Show more

"Investment cash" is one category, there are others you should contemplate.[A financial planning expert has his ideas for balancing yield and safety in investors’ cash holdings...but does he make sense?]Today's Stocks & Topics: Google, Consumer Confidence, Morgan Stanley's Warnin ...  Show more

You can tell a lot about the market by analyzing what sectors and stocks are leading...and what sectors and stocks are lagging. So, what message are the markets sending out NOW? What should investors consider buying...or selling...as we head into the fourth quarter of 2024? To ge ...  Show more