Vishy Tirupattur: Liquidity, Regional Banks a...

Morgan Stanley MUFG ’s Japan Equity Strategist Sho Nakazawa talks about the sectors that are leading the current rebound of Japanese stocks and why these gains may be more than a cyclical shift.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on th ...  Show more

With volatility and oil prices up while Fed policy is easing, our CIO and Chief U.S. Equity Strategist Mike Wilson breaks down why today’s selloff is giving flashbacks to March 2025—and why he believes his bull case still holds.Read more insights from Morgan Stanley.----- Transcr ...  Show more

Since the failure of Silicon Valley Bank, investors are closely watching how stress in the financial sector is spreading through markets and the economy. With First Republic Bank and Credit Suisse making headlines, policymakers are examining what they can do to steady markets and ...  Show more

Torsten Slok had been firmly in the “no landing” camp of economists. More positive than a “soft landing,” its adherents say the Federal Reserve will tame inflation without triggering a recession at all. But for Slok, chief economist of Apollo Global Management, that all changed w ...  Show more

You might have read headlines in the past couple of days that the Federal Reserve is planning to wind down its bank term funding program when it expires on March 11, literally two months away. Michael Barr is the Fed’s vice chairman for bank supervision and he signalled that t ...

L’effondrement de la Silicon Valley Bank (SVB) remet-il en cause le programme de lutte contre l’inflation menée par la Réserve fédérale (Fed) ? C’est la conviction partagée par de nombreux analystes. Ils s'attentent à ce que la Fed freine dorénavant la remontée des taux d'intérêt ...  Show more