Will 2025 Be a Turning Point for Credit?

Will 2025 Be a Turning Point for Credit?

MORGAN STANLEYMORGAN STANLEY

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The Looming Bottleneck for Global Tech

Our Head of Asia Technology Research Shawn Kim explains what disruptions to shipping in the Strait of Hormuz could mean for the global semiconductor supply chain and the immediate future of AI infrastructure.Read more insights from Morgan Stanley.----- Transcript -----Welcome to ...  Show more

 . 4min 22sec
What Could Make U.S. Homes More Affordable

Our co-heads of Securitized Products Research Jay Bacow and James Egan discuss the impact of upcoming regulatory changes on U.S. mortgage rates and home sales.Read more insights from Morgan Stanley.----- Transcript -----Jay Bacow: It is March and there's some madness going on. I' ...  Show more

 . 6min 23sec

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