Today

AI’s $3 Trillion Question: How to Pay the Bill?

In the second of our two-part panel discussion from Morgan Stanley’s TMT conference, our analysts break down the complexity of financing AI’s infrastructure and the technological disruption happening across industries.Read more insights from Morgan Stanley.----- Transcript -----M ... Show More

14m 22s

Today

AI’s Tangible Wins and Disruption

Live from Morgan Stanley’s TMT conference, our panel break down where AI is already delivering real returns—and where rapid advances are raising new risks.Read more insights from Morgan Stanley.----- Transcript -----Michelle Weaver: Welcome to Thoughts on the Market. I'm Michelle ... Show More

12m 46s

Mar 4

How the Iran Conflict Could Move Markets

Our Deputy Global Head of Research Michael Zezas and Head of Public Policy Research Ariana Salvatore assess the potential market outcomes of the Middle East conflict, weighing its possible duration and economic impact.Read more insights from Morgan Stanley.----- Transcript -----M ... Show More

8m 15s

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'?

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 s ... Show More

18m 56s

Jun 2023

The Fed's Last and Final Rate Increase

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. 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

Chetan Ahya: Has Inflation in Asia Peake...