Vishy Tirupattur: Liquidity, Regional Ba...

It appears that credit investors have gotten most of what they’ve wished for over the last decade. Our Global Head of Fixed Income Research Andrew Sheets considers whether there could be unintended consequences.Read more insights from Morgan Stanley.----- Transcript ----- Andrew ... Show More

Our Head of Digital Asset Strategy Amy Oldenburg joins Global Digital Asset Strategist Felix Stratmann discuss how tokenization, regulation, and the convergence of traditional and digital finance could reshape global markets.Read more insights from Morgan Stanley.----- Transcript ... Show More

With Election Day a week away, our Head of U.S. Public Policy Research Ariana Salvatore and Wealth Management's Monica Guerra explain why the aftermath of the midterms may matter more to markets than who wins.Read more insights from Morgan Stanley.----- Transcript ----- Ariana Sa ... Show More

<p>On today’s show we’re taking another look at what is happening in banking and at some of the risks that are inherent.</p> <p>The leaders at SVB made a strategic error. They failed to hedge their interest rate portfolio. After years of low interest rate policy and continued gui ... 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

<p>On today’s show we are talking about the coming financial crisis. You might be wondering how I can say that. We are not seeing more bank failures since the failure of First republic Bank. </p> <p>We are seeing signs of it creeping into the news headlines. Yesterday’s Wall Stre ... Show More

<p>On today’s show we are looking at a headline article in the WSJ. </p> <p>The topic is banking. Think about it. Every bank’s risk management department would have stress tested the existing loan portfolio. They would have looked at the maturity dates of each loan, and forecast ... Show More

When Silicon Valley Bank imploded, there was a lot of talk about the future of regional and community banks in the United States. Can they compete with the large, too-big-to-fail institutions? What will happen to their deposits and their cost of capital? But actually the challeng ... Show More

<p>In this episode, we take a look at what exactly happened to SVB and why the collapse in their share price on Thursday rippled through the banking sector resulting in the largest four US banks losing some $47bn of market value in just one day.</p><br><p>Was the move justified? ... Show More

<p>Whilst US markets closed last week on a high, Asian markets were more circumspect overnight and sentiment in China was dented by declining industrial profits data. Although it has been announced that First Citizens Bank &amp; Trust Co is buying Silicon Valley Bank’s deposits a ... Show More

<p>The Federal Reserve published an ironic report on the day that the FDIC took control over the First republic Bank. The report was all about the demise of Silicon Valley Bank. It was a retrospective of sorts on what contributed to the failure of the bank and what shortcomings w ... Show More