Yesterday

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

Apr 2022

Asian fuel oil prices simmer as peak summer demand looms

The global fuel oil market is currently going through a turmoil on account of the lower Russian oil flowing into the marine fuel oil pool and a fair share of blending components being used to produce higher margin transportation fuels. Tightening sanctions on Russian oil has seen ... Show More

22m 38s

Jul 2021

Do oil companies have a future?

Shareholders and courts pile pressure on the oil majors. Amid falling demand for oil and targets to cut carbon emissions, what role if any do companies like ExxonMobil and Shell have in a decarbonised world? Manuela Saragosa speaks to Aeisha Mastagni from the California State Tea ... Show More

17m 47s

Mar 2025

Impact Of Currency & Energy Declines.. And Market Reality Check On China 3/5/25

<p>Declines in the U.S Dollar and Crude Oil taking hold of the market this week, as geopolitical tensions heat up. How the latest tariff headlines are hitting currencies and commodities, and the impact it has on the broader market. Plus Markets in need of a China reality check? W ... Show More

42m 57s

Mar 2023

Geopolitical strife, politics set to take oil market on 'wild ride'

Sentiment suggesting continued bearishness in the crude complex is being challenged by the potential for a tightening market in the second half of the year. Russia continues to be a wildcard and concerns are rising over Iran, just as Chinese demand looks to shoot back, OPEC seems ... Show More

20 m

May 2025

Oil Drops To 4 Year Lows… And Hollywood’s Tariff Threat 5/5/25

<p>Oil prices drop to 4-year lows as OPEC+ agrees to hike output. Why one top energy analyst sees crude crumbling to $40 per barrel before pumping higher. Plus Ford reports earnings, Skechers laces up to go private, and Trump takes aim at movie studios with new tariff threats. Ho ... Show More

43m 48s

Martijn Rats: Will Oil Prices Continue t...