Michael Zezas: Shifting Global Supply Ch...

<p>As market murmurs about an AI bubble, our Head of Corporate Credit Research Andrew Sheets offers some perspective on the impacts of the increasing demand for debt.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" rel="noopener ... Show More

<p>Live from Morgan Stanley’s Asian Pacific Summit, our Chief Fixed Income Strategist Vishy Tirupattur explains why micro trends are likely to be more on focus than macro shocks next year.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insight ... Show More

<p>Our CIO and Chief U.S.&nbsp;Equity Strategist Mike Wilson explains why he continues to hold on to an out-of-consensus view of a growth positive 2026, despite near-term risks.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" re ... Show More

As Covid-19 restrictions lifted around the world and countries stopped reporting on case numbers, the events of 2020 and 2021 faded further into our collective memory. Against the threat of looming recession and a war in Europe, it was easy to forget the turmoil brought on by the ... 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

Tom welcomes back Gareth Soloway, President, CEO & Chief Market Strategist for Verfied Investing to discuss the state of Chinese and US markets. Soloway finds the significant divergence between the S&P 500 and the Hang Seng market noteworthy. The S&P 500 is ascending, while the H ... Show More

<p>Navigate the intricate web of global markets with me, Michael Gahyit, and my esteemed guest Jacob Shapiro from Cognitive Investments, as we dissect the oft-underestimated role of geopolitical risk in investment strategies. With Jacob&apos;s deep expertise in geopolitical futur ... Show More

<p>In this Business English News lesson on the trend toward deglobalization, we look at business English vocabulary related to economics and global trade. The past few years have been a very interesting time for the world economy. A pandemic has exposed the vulnerabilities of glo ... Show More

Strong US jobs data revived the Federal Reserve (Fed) hawks on Friday. The US 10-year yield jumped, and the US dollar gained. Gold gave back a part of gains, and US stocks closed in the negative, although the three major US indices closed the first week of August in the positive. ... Show More

<p>We are reading the headlines about layoffs that have started across corporate America. Twitter made headlines this week. But then anything involving Elon is making headlines these days. Even Facebook parent Meta is expected to lay off thousands after hiring nearly 42,000 emplo ... Show More

Amid the Russia-Ukraine conflict, COVID-19 lockdowns and associated supply chain disruptions, globalization is arguably facing its biggest test of the post-Cold War era. In this episode of Exchanges at Goldman Sachs, Adam Posen, president of the Peterson Institute for Internation ... Show More