Andrew Sheets: Geopolitics, Inflation an...

The U.S. midterm results could lead to policy changes that worsen the power bottleneck for U.S. data centers. Meanwhile, the outlook for AI chips remains bullish. Our specialists discuss potential challenges and opportunities in the AI buildout.Read more insights from Morgan Stan ... Show More

Our Asia Energy analyst Mayank Maheshwari discusses how AI, new factories and cooling systems are boosting electricity demand in Asia and reshaping local power structure.Read more insights from Morgan Stanley.----- Transcript ----- Welcome to Thoughts on the Market. I’m Mayank Ma ... Show More

Concerns over electricity bills and water use are turning into political action. Our Head of Public Policy Research Ariana Salvatore breaks down what the midterms mean for the data center pipeline, hyperscaler CapEx and investors.Read more insights from Morgan Stanley.----- Trans ... Show More

Volatility remains the dominant theme for financial markets, as prices for energy and food commodities continue to rise along with hostilities in Eastern Europe. Russia’s war on Ukraine has made central bankers’ fight against inflation that much more complex. And its broader rami ... Show More

The crisis in Eastern Europe has escalated to new levels, as Russian President Vladimir Putin authorized the deployment of troops to rebel-held areas of Ukraine. Prices for energy commodities, including crude oil and natural gas, spiked on the news. And wheat, a key export from t ... Show More

U.S. equity markets were mixed with just over two hours remaining in the trading day, with the Dow Jones Industrial Average and the S&P 500 Index holding small gains and the Nasdaq Composite and the Russell 2000 Index down nearly 1%. Yields on the 10-year U.S. Treasury note and t ... Show More

In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Daan Struyven, senior global economist, Peter Oppenheimer, chief global equity strategist, and Kamakshya Trivedi, co-head of Global Foreign Exchange, Interest Rates and Emerging Markets Strategy Researc ... Show More

<p>Gas supplies from Russia have been significantly reduced due to the war in Ukraine. OPEC has announced oil production cuts and both Europe and the U.S. have stubbornly high inflation that central banks are trying to control. With winter fast approaching, what impact will that ... Show More

Food price inflation was already a problem. Could the conflict make things even worse?Ukraine and Russia are both major food exporters. Tamasin Ford looks at how the war in Ukraine is affecting global prices.Food price inflation was already a major problem in many parts of the wo ... Show More

0:00 Jason's new "family office" and Sacks' new strategy 2:39 Understanding where all sides stand in the Russia/Ukraine War three weeks in 15:21 Sanctions risking a major food shortage: possible solutions, how we got here, creating distributed manufacturing and supply chains, cap ... Show More

<p>Western brands flee Russia, global commodities soar as Putin intensifies his attack on Ukraine, and the US announces new sanctions on Russian oligarchs and their families. Plus,&nbsp;Accenture, McKinsey and Boston Consulting Group are the latest companies to flee or suspend op ... Show More