logo
episode-header-image
Jan 2023
3m 33s

Chetan Ahya: Has Inflation in Asia Peake...

MORGAN STANLEY
About this episode
With the fight against inflation quieting down in many regions, Asia saw a relatively small step up in inflation. Will that leave 2023 open to the possibility of growth outperformance? 
Up next
Yesterday
What’s Driving U.S. Growth in 2026
<p>Our Chief U.S. Economist Michael Gapen breaks down how growth, inflation and the AI revolution could play out in 2026.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" rel="noopener noreferrer" target="_blank">insights</a>&nbs ... Show More
6m 2s
Nov 24
Bull Market Keeps an Eye on the Fed
<p>Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors might want to reassess their portfolios, keeping in mind the gap between market moves and monetary policy.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-1 ... Show More
4m 12s
Nov 21
AI Capex Boom Puts Credit Markets to the Test
<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
4m 11s
Recommended Episodes
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
May 2021
Inflation risks: 'too much complacency'?
<p>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. </p> <p>Lacalle s ... Show More
18m 56s
Jun 2023
The Fed's Last and Final Rate Increase
<p>Oh today’s show we are talking about the current macro economic climate and provide a forecast for interest rates for the second half of this year. </p> <p>The fact is that we live in an interconnected world and the attempts by central bankers to look at the economic condition ... Show More
5m 51s
Oct 2021
Prachi Mishra on Inflation: Navigating Uncharted Territory
Inflation has not been much of a concern since the 70s when exogenous oil shocks were widely seen to have caused the phenomenon known as stagflation. But given the uncertain nature of the pandemic recovery, inflation is now on the rise and once again on everyone's mind. Analysis ... Show More
13m 1s