Jonathan Garner: An Unusual Cycle for Asia and EM Equities

Jonathan Garner: An Unusual Cycle for Asia an...

Up next

How Consumers, CapEx and Fiscal Policy Are Driving Growth

In the second of their two-part roundtable, Seth Carpenter and Morgan Stanley’s top economists break down the forces influencing growth across different regions.Read more insights from Morgan Stanley.----- Transcript -----Seth Carpenter: Welcome to Thoughts on the Market. I'm Set ...  Show more

Mapping Global Central Bank Paths

Our Global Chief Economist Seth Carpenter joins our chief regional economists to discuss the outlook for interest rates in the U.S., Japan and Europe.Read more insights from Morgan Stanley.----- Transcript -----Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter ...  Show more

Recommended Episodes

Taking Stock: What’s Ahead for US Markets
Exchanges

It’s been a bleak year for the stock market which, despite some short-term rallies, is still firmly entrenched in bear market territory. So where do we go from here? In the latest episode of Exchanges at Goldman Sachs, David Kostin, chief U.S. equity strategist in Goldman Sachs R ...  Show more

Stocks Jump After Fed Pause, and Is Now the Time to Buy China? 11/1/23
CNBC's "Fast Money"

Major indexes all closed higher after the central bank, as expected, held rates steady for a second straight meeting. We dig in on chair Powell’s commentary and what it means for the markets. Plus, Yum Brands, Estee Lauder and Canada Goose among the companies raising concerns ...

  Show more

Nvidia Reignites A Global Rally In A.I. Stocks
Market Depth

Despite Fitch putting the US's credit rating on negative watch, global markets are largely brushing off debt-ceiling risk. Weston Nakamura comments on the knee-jerk market reaction to the Fitch headline of strength in the yen and in gold, and also provides color on how the larges ...  Show more

Strong US jobs data hammers the recession 'optimism'
Market Talk: What’s up today? | Swissquote

Strong US jobs data revived the Federal Reserve (Fed) hawks on Friday. The US 10-year yield jumped, and the US dollar gained. Gold gave back a part of gains, and US stocks closed in the negative, although the three major US indices closed the first week of August in the positive. ...  Show more