Yesterday

A New Test for Private Credit

Our Chief Fixed Income Strategist Vishy Tirupattur and Morgan Stanley Investment Management’s Global Head of Private Credit & Equity David Miller discuss the recent pressure on the private credit market, potential risks and opportunities that remain in that space.Read more insigh ... Show More

9m 29s

Mar 30

A Bull Market May Be Closer Than It Looks

The stock market has already discounted many disruptions, including geopolitics, oil and AI. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors are now focused on one thing: whether monetary policy stays too tight for too long.Read more insights from Morg ... Show More

4m 44s

Mar 27

Inside Credit Market’s Issuance Boom and Private Lending Risks

Our Global Head of Fixed Income Andrew Sheets and Head of U.S. Credit Strategy Vishwas Patkar discuss what’s driving record debt issuance and growing worries about private credit.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on th ... Show More

11m 10s

Sep 2023

Pétrole cher: le retour

Les marchés pétroliers ont repris leur course vers les sommets. Le baril a frôlé hier lundi la barre des 95 dollars à Londres. Une envolée qui contrarie les efforts menés pour enrayer l’inflation. Plus 15% de hausse en trois semaines, plus 30% depuis le mois de mars. Cette envo ... Show More

3m 52s

Aug 2022

Oil jumps as IEA warns of 'substantial' gas-to-oil demand shift!

US equities could hardly consolidate gains they posted following the Wednesday’s softer-than-expected inflation data in the US, even as the producer price index printed the first monthly decline since April 2020. The barrel of US crude rebounded to $94 as the International Energy ... Show More

10m 53s

Aug 2022

Strong US jobs data hammers the recession 'optimism'

Strong US jobs data revived the Federal Reserve (Fed) hawks on Friday. The US 10-year yield jumped, and the US dollar gained. Gold gave back a part of gains, and US stocks closed in the negative, although the three major US indices closed the first week of August in the positive. ... Show More

10m 42s

Jun 2021

U.S. Shale Oil Walks the Line

U.S. benchmark oil prices are up almost 50% this year, as global demand continues its pandemic recovery. In the States, rising demand and rising prices have led to production increases - but only modest increases so far. This week, Switched On speaks with Tai Liu and Anna Dialyna ... Show More

28m 50s

Oct 2023

What Is Gasoline Telling Us?

<p>On today show we are looking at what seems like a huge paradox in the world of energy. On this show we look at energy from time to time. Why is that? Because energy is the economy. If the economy is cooking, then energy consumption will rise. If the economy is faltering, then ... Show More

5m 37s

Michael Zezas: The Macro Impacts of Oil ...