Martijn Rats: Differing Prospects for Oi...

<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

<p>Back in the 1970’s there was a very popular graphic of a Lincoln US one cent coin. The original coin on the back has the words engraved “In God we Trust”. The coin had been altered to say, in Oil we trust. </p><p>At the time, that meme rang true as people were lining up at gas ... Show More

Sponsored by Cognite – https://www.cognite.com/en/ogpodcast Indian Refiners Scoop Up Russian ESPO Crude as China Steps Back https://oilprice.com/Latest-Energy-News/World-News/Indian-Refiners-Scoop-Up-Russian-ESPO-Crude-As-China-Steps-Back.html Germany Slams Idea of Splitting Euro ... Show More

OGTW Live Hours-long toxic gas leak at Pemex oil refinery near Houston far exceeded legal limit https://www.reuters.com/business/energy/pemexs-deer-park-oil-refinery-scales-back-operations-after-fatal-accident-2024-10-12 U.S. crude oil falls below $71 per barrel, continuing sell- ... Show More

<p>For decades, countries in the Middle East have dominated the oil market, pumping large quantities of the world’s supply. Along with that has come a pattern: when there’s conflict in the region, oil prices rise. The pattern seems to be breaking though, mainly because of one thi ... Show More

As many of you know, I follow macro economics and from time to time I share perspectives on the implications of underlying aspects of industries that ultimately affect real estate or the economy in some way. On today’s show we are talking about oil. It’s been a while since we hav ... Show More

<p>Join Anthony Cheung and Piers Curran as they break down two big market stories: the surge in coffee prices to near 50-year highs and a bold forecast for the S&amp;P 500 to hit 7,000 points next year.</p><br><p>From droughts in Brazil to Starbucks’ supply chain strategies, they ... Show More

APAC stocks declined amid data-related headwinds from the US including hot PPI and weak Retail Sales.Markets await the RENGO wage announcement and its potential ramifications for next week's BoJ policy announcement.European equity futures indicate a contained open with the Euro S ... Show More

Oil producers waste a lot of natural gas. Last year they flared 150 billion cubic meters of associated gas into the atmosphere, equivalent to about half the global carbon emissions of aviation over a 30-year period. So why are oil producers burning a valuable commodity like gas? ... Show More