Asia Equities: A Quarter of Dispersion

Although markets may recalibrate to a different policy playbook under the new Fed chair Kevin Warsh, housing could remain in a holding pattern. Our co-heads of Securitized Products Research Jay Bacow and James Egan explain why.Read more insights from Morgan Stanley.----- Transcri ... Show More

Our U.S. Public Policy Strategist Ariana Salvatore joins our Deputy Global Head of Research Michael Zezas to consider the consumer outlook and how it may impact the November midterm elections. Read more insights from Morgan Stanley.----- Transcript -----Ariana Salvatore: Welcome ... Show More

In his first meeting as Fed Chair, Kevin Warsh signaled restraint in providing guidance. Our Global Head of Fixed Income Research Andrew Sheets looks at possible impacts of the new approach.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Tho ... Show More

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving M ... Show More

<p>Today's Post - <a href="https://bahnsen.co/4eJ46qf">https://bahnsen.co/4eJ46qf</a></p> <p>Monday Market Update: Fed Policies, US Steel Deal, and Economic Trends</p> <p>In this episode of Dividend Cafe, David provides an update on the current state of the market, touching on va ... Show More

A lousy Manufacturing PMI reading out of China pulled the Hang Seng index officially into bear market territory, sent the yuan crashing through 7.10, and seemed to have set off a broader, risk-off market move that reverberated across asset classes globally. But, did yet another p ... Show More

On today's episode, we dissect the forces driving volatility in Chinese tech stocks. Despite the recent pullback in Chinese equities, some Wall Street investors remain bullish. Morgan Stanley strategists raised their 2025 year-end index targets for Chinese stock indexes, after se ... Show More

<p>Global equities surged, driven by US stocks, as strong retail numbers and encouraging jobless claims alleviated recession fears. US Treasury yields and the dollar also climbed. Meanwhile, gold rose on Middle East tensions and expectations of interest rate cuts. Retail giants W ... Show More

The Nasdaq 100 fell as much as 1.5% before recovering to close just 0.6% lower. Markets remain on edge ahead of key events, including Jay Powell's speech at the Jackson Hole Symposium tomorrow, whilst the USD remains unchanged and gold rises amid concerns over Fed independence. U ... Show More

Nvidia surprised the street with another major beat to guidance estimates for its Q2 earnings release - arguably the most widely watched corporate earnings report globally in 2023, with the stock +9% higher in after-hours trading. However, in the following Asia trading session - ... Show More

This interview with Angus Shillington explores why India is the most promising emerging market, why it has outperformed the S&P 500, and the country’s favorable demographics. We also discuss the risks & rewards of investing in China, how Chinese equities compare to Indian equitie ... Show More

US equities surged again yesterday, closing off their intraday highs but nevertheless achieving new records. US PPI data confirmed that growth is slowing, providing more of the data that the Fed needs to start cutting rates again – markets will now scrutinise today’s CPI data for ... Show More

August saw strong gains in global equities, particularly in the Dow Jones, as well as indices in both China, and Japan. Gold has hit a four-month high nearing USD 3,500 per ounce this morning, driven by concerns over the Federal Reserve’s independence and uncertainty around US ta ... Show More