What’s Next for Japan After Rate Hike?

As the Iran conflict upends market narratives, our Global Head of Fixed Income Research Andrew Sheets offers his take on how to view the historic disruption happening in March and what the next few weeks could bring.Read more insights from Morgan Stanley.----- Transcript -----And ... Show More

Live from Morgan Stanley’s European Financials Conference, our Head of European Banks Alvaro Serrano and European Equity Research Banks Analyst Giulia Aurora Miotto discuss how geopolitics, private credit risk and AI are testing how resilient banks really are.Read more insights f ... Show More

A prolonged oil disruption is pushing gas prices higher. Arunima Sinha from our U.S. and Global Economics team joins Head of U.S. Policy Strategy Ariana Salvatore to discuss what that means for consumer spending, inflation expectations and the U.S. midterm elections.Read more ins ... Show More

APAC stocks declined amid data-related headwinds from the US including hot PPI and weak Retail Sales.Markets await the RENGO wage announcement and its potential ramifications for next week's BoJ policy announcement.European equity futures indicate a contained open with the Euro S ... 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

<p>Over the summer, The Bid brings back some of the best episodes from this year. Kicking off the series, hosts Oscar and Stevie take a look back on Is Japan At An Inflection Point?</p><p>Belinda Boa, Head of Active Investments for Asia Pacific at BlackRock joins Oscar to examine ... Show More

Markets staged a stunning rebound in the first half of 2025 - after a brutal start that saw the S&P 500 plunge into bear market territory. Anthony and Piers rewind the chaos: Trump’s tariff shock on “Liberation Day,” the inflation scare that followed, and how a market left for de ... Show More

<p>US inflation concerns intensified, with the core PCE rising 2.8% year-on-year, fuelling fears of stagflation. Tariffs remain a significant concern, with the US poised to unveil new measures on Wednesday. The EU is bracing itself for a potential 20% tariff, and Goldman Sachs ha ... Show More

Les Nanberg of Cornerstone Wealth Management in Boston said he sees big slowdowns in economic activity around the world, including the United States, and ntoed that itnerest rate cuts will not do much to stem weakness, especially with a trade war making growth and recovery more d ... Show More

In January of 2023, a time where extreme pessimism on stocks and the economy reigned, Sam Burns, founder of Mill Street Research, shared his bullish outlook on equities with Jack. Now that his prediction has come true, Sam returns to Forward Guidance to explain why he is much les ... Show More

<p>The US employment report for August showed a slower than expected increase in jobs, but a fall in the unemployment rate to 4.2%. Markets reacted negatively, with the S&amp;P 500 having its worst week since March 2023, closing at 5408 points. Other asset classes such as Bitcoin ... Show More

Send a textMarkets are in chaos, which is why on this week’s episode Kristen and Jen ditch the interviews to break down what the hell is happening in markets right now. From tariffs to the dollar and everything in between, we’re unpacking the massive moves in equities, the near-t ... Show More