Ellen Zentner: The Lagging Effects of Lo...

Our Global Head of Thematic and Sustainability Research Stephen Byrd discusses Morgan Stanley’s key investment themes for this year and how they’re influencing markets and economies.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I’ ... Show More

In the second of their two-part roundtable, Seth Carpenter and Morgan Stanley’s top economists break down the forces influencing growth across different regions.Read more insights from Morgan Stanley.----- Transcript -----Seth Carpenter: Welcome to Thoughts on the Market. I'm Set ... Show More

Our Global Chief Economist Seth Carpenter joins our chief regional economists to discuss the outlook for interest rates in the U.S., Japan and Europe.Read more insights from Morgan Stanley.----- Transcript -----Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter ... Show More

As the holiday shopping season kicks off — against a backdrop of high inflation and slowing economic growth — will consumers continue to remain a bright spot in the U.S. economy? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s David Mericle, chief U. ... Show More

Economics now enters a limbo period. The data flow that we get over the next few weeks relates to the period before the recent financial volatility. There is considerable uncertainty over how the real economy is affected by that volatility. The optimistic case is that larger bank ... Show More

<p>The mainstream media continue to push the narrative that the US and Canadian economies are strong. Unemployment is low and the service sector of the economy is doing great. </p> <p>This is what is driving the soft landing hypothesis. </p> <p>But what is being overlooked is the ... Show More

Brian Barish, president and chief investment officer for Cambiar Investors, says that rising interest rates have increased the cost of capital for businesses, which is shifting which industries and businesses can thrive. The increased cost of capital is changing market conditions ... Show More

The past few years have been marked by two economic trends that have affected pretty much everyone on the planet. The first is the cost of living crisis that followed the Covid pandemic and was made worse by Russia’s invasion of Ukraine. That saw prices in the shops soar - in man ... Show More

With 1Q23 behind us, we reflect on the drivers behind quarterly market performance and how unexpected events have impacted CIO’s market outlook for the balance of the year. We also touch on why the outlook for growth, inflation, and monetary policy is slow burn lower on all front ... Show More

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