Ellen Zentner: The Lagging Effects of Loan Gr...

As the Iran conflict upends market narratives, our Global Head of Fixed Income Research Andrew Sheets offers his take on how to view the historic disruption happening in March and what the next few weeks could bring.Read more insights from Morgan Stanley.----- Transcript -----And ...  Show more

Live from Morgan Stanley’s European Financials Conference, our Head of European Banks Alvaro Serrano and European Equity Research Banks Analyst Giulia Aurora Miotto discuss how geopolitics, private credit risk and AI are testing how resilient banks really are.Read more insights f ...  Show more

As the holiday shopping season kicks off — against a backdrop of high inflation and slowing economic growth — will consumers continue to remain a bright spot in the U.S. economy? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s David Mericle, chief U. ...  Show more

Economics now enters a limbo period. The data flow that we get over the next few weeks relates to the period before the recent financial volatility. There is considerable uncertainty over how the real economy is affected by that volatility. The optimistic case is that larger bank ...  Show more

The mainstream media continue to push the narrative that the US and Canadian economies are strong. Unemployment is low and the service sector of the economy is doing great. 

This is what is driving the soft landing hypothesis. 

But what is being overlooked is the ...

Brian Barish, president and chief investment officer for Cambiar Investors, says that rising interest rates have increased the cost of capital for businesses, which is shifting which industries and businesses can thrive. The increased cost of capital is changing market conditions ...  Show more