logo
episode-header-image
Jan 2024
3m 23s

Will Global Oil Markets Surprise In 2024...

MORGAN STANLEY
About this episode
World oil demand is slowing, non-OPEC supply remains strong and OPEC is likely to follow through on planned cuts. Here’s how investors can understand this precarious balance. 
Up next
Yesterday
What’s Driving U.S. Growth in 2026
<p>Our Chief U.S. Economist Michael Gapen breaks down how growth, inflation and the AI revolution could play out in 2026.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" rel="noopener noreferrer" target="_blank">insights</a>&nbs ... Show More
6m 2s
Nov 24
Bull Market Keeps an Eye on the Fed
<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
4m 12s
Nov 21
AI Capex Boom Puts Credit Markets to the Test
<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
4m 11s
Recommended Episodes
Aug 2022
Oil jumps as IEA warns of 'substantial' gas-to-oil demand shift!
US equities could hardly consolidate gains they posted following the Wednesday’s softer-than-expected inflation data in the US, even as the producer price index printed the first monthly decline since April 2020. The barrel of US crude rebounded to $94 as the International Energy ... Show More
10m 53s
Sep 2023
Pétrole cher: le retour
Les marchés pétroliers ont repris leur course vers les sommets. Le baril a frôlé hier lundi la barre des 95 dollars à Londres. Une envolée qui contrarie les efforts menés pour enrayer l’inflation.   Plus 15% de hausse en trois semaines, plus 30% depuis le mois de mars. Cette envo ... Show More
3m 52s
Mar 2023
For global petrochemicals, what went up is coming down…down…
The global petrochemical industry is grappling with the aftermath of COVID-fueled demand. The supply squeeze in 2020 and 2021 that led to soaring prices has been doused by economic uncertainty and oversupply, leaving producers with hard decisions about output and buyers with lots ... Show More
19m 14s
Jan 2024
Business English News 55 – 2024 Global Economic Outlook
<p>In this Business English News lesson, we look at business English vocabulary related to the economy and finance and the global economic outlook for 2024.</p> >>> The post <a href="https://www.businessenglishpod.com/2024/01/07/business-english-news-55-2024-global-economic-outlo ... Show More
6m 3s
Jan 2024
Venture investors riff on headwinds, hype, and wildcards of 2023
Turbulent. Equilibrating. Those are the words that investors Gabriel Kra and Carly Anderson use to describe the last year for venture capital in climate tech.  We now have a full picture of the year for climate tech venture investing in 2023. Fresh data from Sightline Climate sho ... Show More
45m 16s
Jan 2024
159: A Stock Picker's Guide To 2024
<p>In 2023, global equity markets experienced a notable surge, driven by resilient economic growth and increased investor confidence, setting an optimistic tone for the forthcoming year. In particular,&nbsp;U.S. equity performance surprised investors, but with higher rates and in ... Show More
19m 24s
Jan 2024
MM137: 2024 Market Predictions with Co-Founder Piers Curran
<p>Is the market right to price in six rate cuts from the Fed? Will the magnificent seven be seen as growth stocks or defensive plays? Will bonds and stocks be correlated in 2024? Piers breaks down the themes that matter.</p><br><p>Also, the world's biggest hedge funds have revea ... Show More
54m 8s