Michael Zezas: Season of Confusion in D.C.?

As global conflicts escalate, our Global Head of Fixed Income and Thematic Research unpacks the possible market outcomes as companies and governments seek to bolster security.  ----- Transcript ----- Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Global He ...  Show more

Our Global Head of Sustainability Research and U.S. Utilities Analyst discuss the rapidly growing power needs of the GenAI enablers and how to meet them. ----- Transcript ----- Stephen Byrd: Welcome to Thoughts on the Market. I'm Stephen Byrd, Morgan Stanley's Global Head of Sust ...  Show more

Efforts to understand the “why” of the motion in asset prices consume our time and attention in markets. To be sure, traditional sources of risk – namely the economy, the path of corporate profits and changes in the interest rate cycle – do matter. But, as Matt King argues, espec ...  Show more

In this episode, co-founder Piers Curran provides his latest insight into what's happening in global markets right now.  From fluctuating expectations on when the US central bank will cut interest rates to why commodities like gold and copper have been soaring of late. The team a ...  Show more

On today’s show we are taking a look at interest rates. Yesterday the Federal Reserve increased the Federal Funds rate to a range between 5.25%-5.5%.  This clearly sets the stage for short term interest rates to increase. The yield on the 10 year treasury decreased from 3.91% to ...  Show more

Le marché des minéraux critiques nécessaires à la transition énergétique a doublé de taille au cours des cinq dernières années. Mais l’offre reste encore concentrée dans les pays déjà dominants, selon un rapport annuel de l’Agence internationale de l’énergie. La concentration de ...  Show more