Yesterday

Blind Spots in the AI Infrastructure Selloff

Our Global Head of Thematic and Sustainability Research Stephen Byrd explains why the recent AI infrastructure selloff may reflect technical pressures, not weakening fundamentals.Read more insights from Morgan Stanley.----- Transcript -----Stephen Byrd: Welcome to Thoughts on the ... Show More

4m 8s

Jul 29

The Oil Market’s Billion-Barrel Problem

How much runway does the world’s energy market still have? Our Head of Commodity Research Martijn Rats joins our Global Head of Fixed Income Research Andrew Sheets to explain what’s causing pressure beyond renewed tensions in the Middle East.Read more insights from Morgan Stanley ... Show More

13m 7s

Jul 28

Fed in July: A Weaker Case for Hiking

Our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen unpack what is likely to influence this week’s interest rate decision by the Fed.Read more insights from Morgan Stanley.----- Transcript -----Matthew Hornbach: Welcome to Thoughts on the Mar ... Show More

10m 49s

Jun 2022

Why Inflation's Fallout Is Becoming Increasingly Global

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

24m 56s

Sep 2022

Closing Bell: Stocks Sell Off & Fed Up 9/21/22

The market sinking after the Federal Reserve raised interest rates by 75 basis points and forecast more hikes in the future to fight inflation. Former National Economic Council Dirctor Gary Cohn weighs in on whether a recession is now more likely than a soft landing. Jefferies Ch ... Show More

36m 35s

Apr 2023

Morgan Stanley Braces for a Soft Landing

Runaway inflation. Surging interest rates. Bank failures. For a while it seemed like all of these issues would combine to trigger a US recession. Not so fast, says Morgan Stanley’s Seth Carpenter, the bank’s global chief economist. He joined the What Goes Up podcast to explain wh ... Show More

30m 51s

Jul 2022

Freaking out about the economy? Let's talk.

Gas prices are high, unemployment is low and the tools the federal government has to fight inflation could cause a recession. So how should we think about the economy right now? We asked our econ reporters and a personal finance columnist for advice.  Rea ... Show More

30m 33s

May 2025

Is This the Recession the US Needs to Have?

The world faces a staggering $315 trillion debt crisis—three times global GDP! Are we on the verge of economic collapse with 10% of production going to interest payments? From meme coins exceeding major car manufacturers' values to escalating trade threats and actual wars, could ... Show More

15m 8s

Seth Carpenter: Is a Global Recession Up...