U.S Housing: The Market Is Not a Monolith

For investors, the U.S. election was only one part of a much bigger equation. Our Global Head of Fixed Income Andrew Sheets discusses the balance of risks after the midterm results.Read more insights from Morgan Stanley.----- Transcript ----- Andrew Sheets: Welcome to Thoughts on ...  Show more

The AI investment boom is reshaping capital markets, creating opportunities and raising questions about leverage and risk. Vishy Tirupattur and Dan Toscano discuss what this means for the credit cycle and the broader financial system.Read more insights from Morgan Stanley.----- T ...  Show more

Last year, as the Federal Reserve hiked rates to the highest levels in decades, there were lots of warnings about an imminent collapse in the US housing market. But home prices have only dipped slightly since then and now they're even recovering, stacking up three consecutive mon ...  Show more

Thanks to the surge in mortgage rates, we've seen a historic collapse in mortgage affordability. New homebuyers are facing a massive sticker shock relative to what they could have paid just six months ago. So does this mean that house prices are due for a crash? On this episode o ...  Show more

Home prices are falling fast in some prime real estate markets across the country while others remain stubbornly stuck. What’s the defining factor between a stable housing market and one where sellers are actively cutting prices? Housing inventory! This metric defined the 2020 - ...  Show more