Michael Zezas: A False Choice for Energy...

Our co-heads of Securitized Products Jay Bacow and James Egan explain why recent U.S. government measures won’t change much the outlook for mortgage rates, home prices and sales this year.Read more insights from Morgan Stanley.----- Transcript -----Jay Bacow: Jim Egan, I see you ... Show More

Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the main themes for European stocks this year. Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Wa ... Show More

Our Global Head of Fixed Income Research Andrew Sheets looks at the implications of the U.S. government’s efforts to ease regulations, from bank balance sheets to asset valuations.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on t ... Show More

<p>The year is quickly coming to a close and there’s a lot going on in the world of energy.&nbsp;</p><p>On this episode of the Energy Gang, host Ed Crooks is joined for the first time by Jackie Forrest of the ARC Energy Research Institute and returning guest Robbie Orvis of Energ ... Show More

<p><strong>The US Clean Energy Boom: What Might Stop It?</strong></p><p><br></p><p>The US Inflation Reduction Act, signed into law by President Joe Biden last August, has transformed the outlook for low-carbon energy in the US, because of the array of tax credits and other policy ... Show More

Energy prices have hit new heights. Gas and electricity bills will rocket for most people at the end of this month as the price cap is lifted and nobody filling their car could fail to notice record prices at the pumps. Energy too is at the heart of the biggest conflict in Europe ... Show More

David and Helen talk to Jason Bordoff, Dean of the Columbia Climate School and former Special Assistant to Barack Obama, about climate, COP26 and the enormous challenges of the energy transition. How can we balance the need for energy security with the need to wean the world off ... Show More

<p>More money will be invested this year in the solar industry than in oil production.&nbsp;</p><p><br></p><p>So said Faith Birol, executive director of the International Energy Agency, last week. Amy Harder, executive editor of Cipher, attended the Cleanpower 2023 event in New O ... Show More

<p>The energy crisis is showing no signs of abating. There’s a shortage of energy, and the world’s efforts to transition to low-carbon energy are met with countless hurdles. </p><p>Countries around the world are taking steps to mitigate the crisis caused by Russia’s invasion of U ... Show More

<p>On today’s show we are taking another look at energy markets.</p> <p>Many of you might know that my professional training is an electrical engineer. I understand physics, and energy in particular at a deep level. This is an area of such importance that I continue to study it d ... Show More

<p>The US is the world’s largest exporter of liquefied natural gas (LNG), super-cooled to about -160 °C (or -260 °F) so it can be shipped in tankers. An investment boom means export capacity will soar over the next few years. But last month the Biden administration signaled it wa ... Show More

<p>Solar, wind, hydrogen and nuclear – we need more investment in these renewables, but where can the money come from?&nbsp;</p><p>In 2022, worldwide investment in renewables hit almost half a <em>trillion </em>dollars. Investment in solar – the largest sector - jumped 36% to 308 ... Show More

<p>At a time when much of Europe has been sweltering in record temperatures, it feels like a&nbsp;stark contrast&nbsp;to be worrying about winter.</p><p>These are very worrying times for Europeans, because of deep uncertainty over what will happen to&nbsp;the import&nbsp;of Russi ... Show More