Talking Heads – What's in the mix for yields of US Treasuries?| Listen on Anghami

Jan 16

Talking Heads - Active and ESG ETFs in focus

Daniel Dornel, Head of ETF Research, and Chief Market Strategist Daniel Morris discuss the latest trends in investing using exchange-traded funds (ETFs). Other topics include the strong Q4 2025 appeal of ETFs with environmental, social or governance aspects, marking a recovery af ... Show More

7m 31s

Jan 8

Talking Heads - Rotating drivers of growth

Ecaterina Bigos, Chief Investment Officer for Asia ex-Japan, and Daniel Morris, Chief Market Strategist, discuss how financial markets might evolve in 2026 and where the biggest opportunities and risks lie. In terms of developments to monitor, they weigh up topics such as the US’ ... Show More

11m 25s

Dec 16

Talking Heads - US high-yield bonds benefit from improved quality and demand

The US economy is headed for a spell of slower growth in 2026 and while inflation may not fall much further, slack in the labour market should allow for additional cuts in the benchmark fed funds rate – overall, this is a favourable backdrop for US high-yield corporate bonds. Jac ... Show More

12m 7s

Jun 2025

Markets Brace for Tariffs and Look to AI for Relief

Jeremy Siegel, Wharton Emeritus Professor of Finance and Senior Economist at WisdomTree, discusses how markets are reacting to global instability, the possibility of renewed tariffs, and the Federal Reserve’s stance on interest rates, while highlighting how artificial intelligenc ... Show More

9m 44s

Mar 2025

US small caps: looking beyond the near-term uncertainties

After rising in the wake of the US election, valuations of US small-cap stocks have marked a pause. Geoff Dailey, Head of US Equities, tells Chief Market Strategist Daniel Morris he expects the new US administration's focus on manufacturing in the US to boost market sentiment.For ... Show More

10m 2s

Aug 2024

Deficit Spending Will Send S&P 500 To 6,000 And Beyond | George Robertson & Mel Mattison on the True Risk-Free Rate and The Fed's Control of The Treasury Market

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. -- This interview with George Robertson and Mel Mattison explores why deficit spending will send stocks and risky assets higher. We also discuss the ... Show More

2h 35m

Feb 2025

The 1982 playbook

After a hotter-than-expected inflation report, questions about fiscal and monetary policy are becoming increasingly urgent. What could it all mean for investors? Anshul Sehgal, head of US interest rate products in Goldman Sachs Global Banking & Markets, discusses with Chris Husse ... Show More

10m 12s

Apr 2025

Will tariffs lead to a recession?

The Trump administration’s tariff moves are turning US trade policy on its head — and fueling concerns about the US economic outlook. So will tariffs send the US into a recession? And, if so, what might that recession look like? Economist and Nobel Laureate Paul Krugman, Goldman ... Show More

25m 40s

Apr 2025

US Assets Are Dead Money Without A Policy Shift | Weekly Roundup

This week, we discuss Powell’s hawkish speech, how to think about trading tariffs and the weaponization of the US account deficit, and whether we should expect a significant growth slowdown. We also delve into rate cuts & the yield curve, why Bitcoin is the trade after the trade, ... Show More

53m 24s

Oct 15

How Politics Affect Global Markets

<p>Political developments in Japan and France have brought more volatility to sovereign debt markets. Our Global Economist Arunima Sinha highlights the risks investors need to watch out for.</p><p>Read more <a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insig ... Show More

5m 6s

Mar 2025

Top of the Morning: Feb Jobs Report, Tariffs, Inflation data & more

We close out the trading week by assessing the latest round of jobs data, and what the numbers indicate about the health of the US labor market. Plus, take an inventory of tariff announcements, preview next week’s inflation readings, and reflect on recent equity market volatility ... Show More

14m 17s

Aug 2019

U.S. Economy: Is a Long Shallow Recession on the Way?

Wharton’s Jeremy Siegel and David Rosenberg of Gluskin Sheff expect the Fed to cut interest rates in the coming year as the latest GDP report reveals some troubling trends. But they disagree on whether the slowdown will lead to a recession.<hr><p style='color:grey; font-size:0.75 ... Show More

28m 39s

Apr 2025

Jesse Felder: Stocks, Bonds & the U.S. Dollar Are All Breaking

Are we heading into a full-blown reset across financial markets? In this explosive interview, Jesse Felder, founder of The Felder Report, joins James Connor to issue a dire warning: stocks, bonds, and the U.S. dollar are all dangerously mispriced, and a major repricing event may ... Show More

56m 58s

Talking Heads – What's in the mix for yi...