What’s Next for Japan After Rate Hike?

Our Global Head of Fixed Income Andrew Sheets discusses key market metrics indicating that valuations should stay higher for longer, despite some investors’ concerns.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm ...  Show more

Original Release Date: January 16, 2026Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the main themes for European stocks this year. Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome ...  Show more

APAC stocks declined amid data-related headwinds from the US including hot PPI and weak Retail Sales.Markets await the RENGO wage announcement and its potential ramifications for next week's BoJ policy announcement.European equity futures indicate a contained open with the Euro S ...  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 ...

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 ...