Yesterday

What’s Driving European Stocks in 2026

Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the main themes for European stocks this year. Read more insights from Morgan Stanley.----- Transcript -----Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Wa ... Show More

11m 33s

Jan 15

The Boost From Easing Market Rules

Our Global Head of Fixed Income Research Andrew Sheets looks at the implications of the U.S. government’s efforts to ease regulations, from bank balance sheets to asset valuations.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on t ... Show More

4m 10s

Jan 14

The Case for India’s Market Comeback

Our Head of India Research and Chief India Equity Strategist Ridham Desai addresses a big debate: whether India stocks are poised for a recovery after underperforming other emerging markets in 2025.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts o ... Show More

4m 15s

Apr 2022

Asian fuel oil prices simmer as peak summer demand looms

The global fuel oil market is currently going through a turmoil on account of the lower Russian oil flowing into the marine fuel oil pool and a fair share of blending components being used to produce higher margin transportation fuels. Tightening sanctions on Russian oil has seen ... Show More

22m 38s

Mar 2023

Geopolitical strife, politics set to take oil market on 'wild ride'

Sentiment suggesting continued bearishness in the crude complex is being challenged by the potential for a tightening market in the second half of the year. Russia continues to be a wildcard and concerns are rising over Iran, just as Chinese demand looks to shoot back, OPEC seems ... Show More

20 m

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

Oil price hits 10-month high

Global oil prices have reached their highest level in more than ten months. Brent crude rose above ninety-five dollars a barrel on Tuesday. The increase is being driven by production cuts by two of the world's largest oil exporters, Saudi Arabia and Russia. The International Ener ... Show More

27m 13s

Jul 2021

Do oil companies have a future?

Shareholders and courts pile pressure on the oil majors. Amid falling demand for oil and targets to cut carbon emissions, what role if any do companies like ExxonMobil and Shell have in a decarbonised world? Manuela Saragosa speaks to Aeisha Mastagni from the California State Tea ... Show More

17m 47s

Oct 2023

Chevron to buy Hess Corp for $53 billion

There's a mood of consolidation in the air in the US oil industry - earlier this month Exxon Mobil, the largest American oil-producer, bought oil-explorer Pioneer Natural Resources for $59.5bn. Now Chevron has announced its buying its main rival Hess for $53bn. The oil industry l ... Show More

50m 15s

Apr 2020

A Glut in Oil

<p>Something weird happened last week. It was something that millions of people who have faced years of painful prices at the gas pump never expected: The cost of a barrel of oil dropped into the negatives. Today, we explore why this happened, and what it reveals about the state ... Show More

27m 23s

A ‘Hot’ Summer for Oil?