Special Episode, Pt. 2: Long-Term Supply...

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

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

Our analysts Andrew Sheets and Martijn Rats discuss why a prolonged disruption of oil flow through the Strait of Hormuz would be unprecedented—and nearly impossible for the market to absorb.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Tho ... Show More

<p>On today’s show we are talking about what’s happening in the world of construction. The supply chain shortages of the pandemic are continuing as China pursues it’s zero Covid policy. New lockdowns have been ordered in Guangzhou, one of China’s largest manufacturing hubs. So mu ... Show More

Global supply chains are still grappling with the aftermath of COVID-19 and ongoing disruptions caused by international conflicts and economic instability. So, in an era where destabilization has become the new normal, what can organizations do to improve agility and resiliency?I ... Show More

In today's global economy, what are the factors that go into choosing a production location? In this episode, Harvard Business School professor Willy Shih draws on his case study about China-based automotive glass maker Fuyao to discuss this core strategic question. The company m ... Show More

<p>Amid inflation, an energy crisis, volatile stock markets and increasing scrutiny of big technology firms, there is concern over how tensions between global powers such as the US and Russia might spill over into conflict.</p> <p>The major crisis is around Ukraine, but there are ... Show More

<p>On today’s show we are talking about industrial and what can happen when investors move en masse toward the same target. The folks at Marcus &amp; Millichap issued a wave of mid year updates on the industrial sector for almost all of the major markets across the US. </p> <p>Th ... Show More

Semiconductors hit the news during the Covid-19 pandemic, as issues with supply chains led to shortages of cars and soaring prices. Since then, geopolitical tensions have impacted the industry. 90% of the world's most advanced chips are made by TSMC in Taiwan. Now, countries all ... Show More

The Buzz is Supply Chain Now’s regular Monday livestream, held at 12 noon ET each week. This show focuses on some of the leading stories from global supply chain and global business, always with special guests – the most important of which is the live audience!This Digital Transf ... Show More

For this episode, let's revisit a Strategy Skills classic where we discuss value chain mapping. We have seen many value chain mapping examples. We have seen good value chain mapping, bad value chain mapping, and incomplete value chain mapping. Ultimately, given the nature of how ... Show More