Europe: Geopolitics and the ECB

As the Strait of Hormuz continues to be a chokepoint for oil, our Global Head of Fixed Income Research Andrew Sheets and our Head of Commodity Research Martijn Rats discuss possible outcomes for the interconnected market.Read more insights from Morgan Stanley.----- Transcript --- ... Show More

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

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

The European Central Bank (ECB) rose its three policy rates by 50bp at yesterday’s monetary policy meeting, versus 25bp expected by analysts. One of the major highlights of yesterday’s ECB decision was the anti-fragmentation tool, TPI, transmission protection instrument. The name ... 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

Will the Euro area's unprecedented program of fiscal risk sharing in response to the pandemic, and a new, likely less fiscally conservative, ruling coalition in Germany increase integration, raise growth and improve investor returns in the region? In the latest episode, experts d ... Show More

As everyone knows, electricity prices in Europe have soared, due to a combination of factors, most prominently Russia's war in Ukraine and the curtailing of natural gas supplies. But how bad is it going to get this winter? Will Germany have enough energy to power homes and factor ... Show More

US inflation is at a 40-year high and the UK is effectively in recession as demand slows for Chinese-made goods. Prime Minister Boris Johnson, though addressing the British economy, could have been speaking for the whole world when he said in a recent interview that “we’re going ... Show More

How are changes in energy markets affecting people’s daily lives? And how can we make our economies more resilient to these shocks? Our host Katie Ranger discusses recent developments in energy markets and their impact on our economies with Norges Bank Governor Ida Wolden Bache w ... Show More

Lack of direction is what investors will be suffering until we see clearer signs of inflation abating. And that will take time, as we must see a couple of encouraging data points to call the central banks’ inflation fight successful. The lack of clear direction is driving the mar ... Show More