Vishy Tirupattur: Liquidity, Regional Ba...

<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

<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

Since the failure of Silicon Valley Bank, investors are closely watching how stress in the financial sector is spreading through markets and the economy. With First Republic Bank and Credit Suisse making headlines, policymakers are examining what they can do to steady markets and ... Show More

Torsten Slok had been firmly in the “no landing” camp of economists. More positive than a “soft landing,” its adherents say the Federal Reserve will tame inflation without triggering a recession at all. But for Slok, chief economist of Apollo Global Management, that all changed w ... Show More

<p>You might have read headlines in the past couple of days that the Federal Reserve is planning to wind down its bank term funding program when it expires on March 11, literally two months away. Michael Barr is the Fed’s vice chairman for bank supervision and he signalled that t ... Show More

L’effondrement de la Silicon Valley Bank (SVB) remet-il en cause le programme de lutte contre l’inflation menée par la Réserve fédérale (Fed) ? C’est la conviction partagée par de nombreux analystes. Ils s'attentent à ce que la Fed freine dorénavant la remontée des taux d'intérêt ... Show More

The big headlines from March's banking crisis have receded and balances at some of the Federal Reserve's emergency lending facilities, like the discount window, are starting to fall. But if you look closely, there are still signs of strain in the depths of the financial system. A ... Show More

<p>At Jackson Hole, the Kansas City Fed's annual gathering for economists and central bankers, there's a lot of focus on the short-term path of monetary policy. But, of course, the Economic Symposium is supposed to be about long-term policy frameworks. And central bankers aren't ... Show More

Mihir and Felix think about the current crisis in banking. Why did Silicon Valley Bank fail? Is the demise of Credit Suisse a result of the contagion in the United States? And what’s the future of banking? Will the big banks get even bigger? Even more prone to fail? Would we be b ... Show More

<p>On today’s show we are talking about signs of stress in the construction industry. </p> <p><br></p> <p>It’s no secret that many developers have put projects on hold as a result of higher interest rates. </p> <p><br></p> <p>When we talk about counter party risk, that term conju ... Show More