Andrew Sheets: The State of Play in Mark...

Our Global Head of Fixed Income Research Andrew Sheets explains the economic theory behind the unwavering spending on AI infrastructure.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of ... Show More

As real estate values reset and cap rates widen, net lease is back in focus—but the approach has changed. Ron Kamdem and Hank D’Alessandro explain.Read more insights from Morgan Stanley.----- Transcript -----Ron Kamdem: Welcome to Thoughts on the Market. I'm Ron Kamdem, Head of U ... Show More

Original Release Date: April 28, 2026Tom Wigg and Stephen Byrd discuss the accelerating pace of AI breakthroughs, the forces driving them and why the next phase of development may look very different from anything we’ve seen so far.Read more insights from Morgan Stanley.----- Tra ... Show More

In this week’s episode of IG’s Trading the Markets podcast, IGTV’s Victoria Scholar speaks to Daniel Lacalle, chief economist at Tressis, about the post-pandemic recovery for the US economy, monetary and fiscal policy, and the potential economic risks ahead. Lacalle says there is ... 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

<p>Major indexes all closed higher after the central bank, as expected, held rates steady for a second straight meeting. We dig in on chair Powell’s commentary and what it means for the markets. Plus, Yum Brands, Estee Lauder and Canada Goose among the companies raising concerns ... Show More

<p>The market’s positioning for aggressive cuts in the US and Europe is being tested this week by several central bank officials. All of this is pushing US and European bond yields higher and continuing to weigh on equity markets. In Asia, a stock selloff deepened after fresh dat ... Show More

Despite Fitch putting the US's credit rating on negative watch, global markets are largely brushing off debt-ceiling risk. Weston Nakamura comments on the knee-jerk market reaction to the Fitch headline of strength in the yen and in gold, and also provides color on how the larges ... Show More

Send us Fan MailUS service sector unexpectedly gathers momentum. ECB officials keep a hike for next week on the table. BoE Gov. Bailey says they are ‘much nearer’ to rate peak. Wall Street slides as ISM PMI stokes inflation worries.Risk Warning: Our services involve a significant ... Show More

Send us Fan MailA central bank extravaganza lies ahead in the first half of December. The ball will get rolling with the Reserve Bank of Australia and the Bank of Canada next week, both of which are expected to raise interest rates again, albeit at a slower pace. Meanwhile in Ame ... Show More

<p>In our end-of-week wrap of Global Markets, we discuss:</p><br><p>**Nvidia’s Market Triumph**:</p><p>Nvidia shattered records with the largest single-day market gain in history, adding an astounding $277 billion to its value. This monumental surge propels Nvidia into the ranks ... Show More