Mike Wilson: The Problem with the U.S. Dollar

Our Head of U.S. Pharma and Biotech Terence Flynn discusses how the rapid pace of adoption of weight management treatments could have far-reaching implications across healthcare, consumer behavior and global markets.Read more insights from Morgan Stanley.----- Transcript -----Wel ...  Show more

Our Global Head of Fixed Income Research Andrew Sheets breaks down how Péter Magyar’s win in Hungary’s election could smooth relations with the EU and lower the risk premium in the country’s assets.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts o ...  Show more

What has caused the U.S. dollar's currency exchange rate to be the strongest in twenty years? How a strong dollar leads to slower global economic growth and falling asset prices.

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US inflation is at a 40-year high and the UK is effectively in recession as demand slows for Chinese-made goods. Prime Minister Boris Johnson, though addressing the British economy, could have been speaking for the whole world when he said in a recent interview that “we’re going ...  Show more

In this week’s episode of IG’s Trading the Markets podcast, IGTV’s Victoria Scholar speaks to Daniel Lacalle, chief economist at Tressis, about the post-pandemic recovery for the US economy, monetary and fiscal policy, and the potential economic risks ahead.

Lacalle s ...

#recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy 
The mainstream emphasis on Treasury auctions is, like so many of these things, completely misplaced. It's not just misplaced, even the worst Treasury auctions don't actually matt ...