Michael Zezas: What the ‘X-Date’ Means for In...

Our Head of Asia Technology Research Shawn Kim explains what disruptions to shipping in the Strait of Hormuz could mean for the global semiconductor supply chain and the immediate future of AI infrastructure.Read more insights from Morgan Stanley.----- Transcript -----Welcome to ...  Show more

Our co-heads of Securitized Products Research Jay Bacow and James Egan discuss the impact of upcoming regulatory changes on U.S. mortgage rates and home sales.Read more insights from Morgan Stanley.----- Transcript -----Jay Bacow: It is March and there's some madness going on. I' ...  Show more

The US debt ceiling is all anyone in Washington (and increasingly elsewhere) can talk about these days. For months, politicians have been in a stalemate triggered by Republican demands for spending cuts as the price for paying America's debts. With next week seen as the point at ...  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 ...

Jeanette Garretty, chief economist at Robertson Stephens Wealth Management, says that Federal Reserve chairman Jerome Powell's message this week was largely positive -- suggesting we're "in a mode to get a soft landing" -- but the market seized on confusing parts where he suggest ...  Show more

On today’s show we are exploring the limits that could trigger the next major breakage in the economy. I believe that the conditions are consistent with those that led up to the black Monday stock market crash in 1987. I remember that day very well. I was in my fifth year runn ...