What’s Next for Japan After Rate Hike?

Chief Asia Economist Chetan Ahya joins Head of India Research and Chief India Equity Strategist Ridham Desai to break down India’s macro outlook, capital flows and sector opportunities.Read more insights from Morgan Stanley.----- Transcript -----Chetan Ahya: Welcome to Thoughts o ...  Show more

Our Global Head of Fixed Income Research Andrew Sheets explains our differentiated view of a potential benign outlook for inflation, despite the recent acceleration.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm ...  Show more

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Monday Market Update: Fed Policies, US Steel Deal, and Economic Trends

In this episode of Dividend Cafe, David provides an update on the current state of the market, touching on va ...

Over the summer, The Bid brings back some of the best episodes from this year. Kicking off the series, hosts Oscar and Stevie take a look back on Is Japan At An Inflection Point?

Belinda Boa, Head of Active Investments for Asia Pacific at BlackRock joins Oscar to examine ...

Markets staged a stunning rebound in the first half of 2025 - after a brutal start that saw the S&P 500 plunge into bear market territory. Anthony and Piers rewind the chaos: Trump’s tariff shock on “Liberation Day,” the inflation scare that followed, and how a market left for de ...  Show more

US inflation concerns intensified, with the core PCE rising 2.8% year-on-year, fuelling fears of stagflation. Tariffs remain a significant concern, with the US poised to unveil new measures on Wednesday. The EU is bracing itself for a potential 20% tariff, and Goldman Sachs ha ...