Oct 9

Will High Yields Crack the Market’s Resilience?

Markets have remained resilient despite the prospect of higher-for-longer rates. Our Global Head of Fixed Income Research Andrew Sheets considers the risks building beneath the surface.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts ... Show More

4m 41s

Oct 8

High Mortgage Rates and a Stuck Housing Market

U.S. mortgage rates are hovering around their highest levels in three years. Morgan Stanley Co-Heads of Securitized Products Research Jay Bacow and James Egan examine the forces keeping homeowners locked in and buyers priced out of the housing market.Read more insights from Morga ... Show More

9m 5s

Oct 7

Will Midterms Test the AI Investment Cycle?

The AI investment boom has been a defining force in markets. Our Head of Public Policy Research Ariana Salvatore looks at whether the U.S. midterm elections could change the spending and policies behind it.Read more insights from Morgan Stanley.----- Transcript -----Ariana Salvat ... Show More

4m 34s

Feb 2021

Ally's Bell sounds an alarm on inflation coming this summer.

Lindsey Bell, chief investment strategist from Ally Invest, says that worries about inflation being spurred by economic stimulus are real, and while she thinks the real troubles with rising prices are still a few years off, she expects an inflation spike this year and says it cou ... Show More

58m 53s

Apr 2024

What Does 3.5% Inflation Really Mean?

<p>On today’s show we are taking a look at the Macro economy. The bureau of Labor and Statistics published the latest CPI data which came in a bit hotter than expected. This is implying that the Fed will need to keep interest rates higher for longer to combat inflation. The Fed k ... Show More

6m 38s

Aug 2023

22 - Are We Nearing the End of the Dark Inflation Tunnel?

After one of the most aggressive tightening cycles in decades, it looks like central banks are making decent progress in taming inflation, opening the door for a rare soft landing for the economy. BMO Chief Economist Douglas Porter and Senior Economist Sal Guatieri discuss prospe ... Show More

19m 49s

May 2022

Facing Rising Rates, Insurers Turn to Private Assets, Real Estate — Even Crypto

The world’s largest investors — insurers — are relatively optimistic about the investment landscape, despite rising concerns about inflation. In the latest episode of Exchanges at Goldman Sachs, Mike Siegel, global head of the insurance asset management and liquidity solutions bu ... Show More

18m 4s

Nov 2022

Winning a Computer Game, But Losing In Real Life

<p>On today’s show we are talking about inflation and whether higher interest rates will even help.</p> <p>When you listen to Fed chairman Powell speak, he spends a lot of time talking about inflation expectations. In fact, he mentions inflation expectations as being anchored in ... Show More

6m 10s

Andrew Sheets: Inflation - When to Turn ...