Martijn Rats: Uncertainty for Oil and Ga...

Our U.S. Consumer Finance Analyst Jay Bacow and our Co-Head of Securitized Product Research Jay Bacow explain why AI can transform the way Americans shop for, manage and refinance their mortgages.Read more insights from Morgan Stanley.----- Transcript -----Jeff Adelson: Welcome t ... Show More

Our Head of U.S. Public Policy Research Ariana Salvatore explains how U.S.-China tensions, export controls and domestic regulation are reshaping where AI is built, who controls it and what investors should watch.Read more insights from Morgan Stanley.----- Transcript -----Ariana ... Show More

America’s biggest banks are opening more local branches. Our Head of U.S. Large Cap and Mid Cap Banks Research Manan Gosalia looks at the merits of physical locations.Read more insights from Morgan Stanley.----- Transcript -----Manan Gosalia: Welcome to Thoughts on the Market. I' ... Show More

<p>The European Union's decision on 24 June to target Russian shipping company Sovcomflot in its latest round of sanctions comes as ship tracking data shows a 5% monthly increase in seaborne crude oil exports through June.<br /> With changes to Russian crude and oil product expor ... Show More

The Ukraine invasion is forcing the European Union to completely rethink its energy policy. Tamasin Ford asks how easily the continent could wean itself off Russian fossil fuels. After all, Europe's oil and gas purchases from Russia helped to fund this war in the first place, acc ... 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

Sanctions, energy supplies, cyber-attacks - how bad could the economic fallout be if the situation in Ukraine spirals out of control?How likely would Russia be to simply cut the gas supply off to Europe in the middle of winter for example? Ed Butler asks Jane Collin, editor of th ... Show More

<p>The International Energy Agency will hold an emergency meeting to discuss whether to release oil from strategic stocks to offset rising energy prices caused by Russia’s invasion of Ukraine, Russian financial markets have descended into turmoil after western sanctions over the ... Show More

Nearly a year since the Russian invasion of Ukraine, Ed Butler examines the real state of the Russian economy. Ami Daniel, chief executive of Windward, a maritime data company, tells Ed about the Russian oil tankers transferring millions of tonnes of crude oil between ships to by ... Show More

The global fuel oil market is currently going through a turmoil on account of the lower Russian oil flowing into the marine fuel oil pool and a fair share of blending components being used to produce higher margin transportation fuels. Tightening sanctions on Russian oil has seen ... Show More

How the latest penalties for invading Ukraine will hit Russia, and may also spill over into the world economy.Ed Butler explores what the democratic world hopes to achieve with their targeting of the Russian Central Bank's currency reserves, as well as the exclusion of major Russ ... Show More

On Business Weekly this week, as the fighting in parts of Ukraine intensified, a suite of sanctions has been levied on Russia, cutting off the country from the inter-bank messaging system Swift and restricting access to the foreign reserves Russia holds in the West’s central bank ... 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