Could the US Election Reshape the Energy...

Markets have remained resilient despite the prospect of higher-for-longer rates. Our Global Head of Fixed Income Research Andrew Sheets considers the risks building beneath the surface.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts ... Show More

U.S. mortgage rates are hovering around their highest levels in three years. Morgan Stanley Co-Heads of Securitized Products Research Jay Bacow and James Egan examine the forces keeping homeowners locked in and buyers priced out of the housing market.Read more insights from Morga ... Show More

The AI investment boom has been a defining force in markets. Our Head of Public Policy Research Ariana Salvatore looks at whether the U.S. midterm elections could change the spending and policies behind it.Read more insights from Morgan Stanley.----- Transcript -----Ariana Salvat ... Show More

How could the outcome of the US election impact the global economy? BMO Senior Economist Sal Guatieri is joined by Michael Gregory, deputy chief economist at BMO, to discuss the implications and risks associated with the upcoming presidential election. Depending on who is elected ... Show More

Ed Crooks is joined by Amy Myers-Jaffe and Dr Melissa Lott to look ahead to 2024. They explore the people, places, and technologies that could have a big influence on energy this year. Amy kicks things off with a look ahead to the US elections in November. The results of that vot ... Show More

The US Clean Energy Boom: What Might Stop It?The US Inflation Reduction Act, signed into law by President Joe Biden last August, has transformed the outlook for low-carbon energy in the US, because of the array of tax credits and other policy support that has been put in place.Ov ... Show More

The 2024 US presidential election outcome could significantly affect various sectors of the stock market. There are potential implications for investors under a Trump or Biden presidency, especially in industries like clean energy, infrastructure, financials, and more. Today's St ... Show More

The year is quickly coming to a close and there’s a lot going on in the world of energy. On this episode of the Energy Gang, host Ed Crooks is joined for the first time by Jackie Forrest of the ARC Energy Research Institute and returning guest Robbie Orvis of Energy Innovation. T ... Show More

<p>The Inside Economics team is joined by Moody’s Analytics colleague Chris Lafakis along with Trevor Houser from the Energy & Climate practice at Rhodium Group for a discussion on how the Inflation Reduction Act promotes the U.S.'s transition to green energy. Podcast host Mark Z ... Show More

<p>Mike sits down with energy trader and correspondent Dan Dicker to unpack the future of renewables and the United States energy policy.</p><br><p>Dan covers how both political parties fail to understand the oil industry, the likely future of nuclear energy, the underappreciated ... Show More

<p>Exploring the evolving dynamics of US-LATAM energy trade, experts debate the potential impacts of Trump tariffs on key players like Venezuela and Mexico, and the rising influence of China in the region. Listen in to this panel session which unpacks the strategic shifts, energy ... Show More