Higher Bar for September Rate Cut| Listen on Anghami

Nov 21

AI Capex Boom Puts Credit Markets to the Test

As market murmurs about an AI bubble, our Head of Corporate Credit Research Andrew Sheets offers some perspective on the impacts of the increasing demand for debt.Read more <a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" rel="noopener ... Show More

4m 11s

Nov 20

2026 Global Outlook: Micro Themes Take the Spotlight

Live from Morgan Stanley’s Asian Pacific Summit, our Chief Fixed Income Strategist Vishy Tirupattur explains why micro trends are likely to be more on focus than macro shocks next year.Read more <a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insight ... Show More

4m 48s

Nov 19

2026 U.S. Outlook: The Bull Market’s Underappreciated Narrative

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he continues to hold on to an out-of-consensus view of a growth positive 2026, despite near-term risks.Read more <a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" re ... Show More

5m 27s

Sep 2024

The Jobs Mosaic

On Wednesday of next week, the Federal Reserve will almost certainly embark on its long-anticipated easing cycle. However, whether the first cut in the federal funds rate is 25 or 50 basis points is still very much in doubt. This is a crucial question for the economy and finan ... Show More

12m 21s

Apr 2024

What Does 3.5% Inflation Really Mean?

On today’s show we are taking a look at the Macro economy. The bureau of Labor and Statistics published the latest CPI data which came in a bit hotter than expected. This is implying that the Fed will need to keep interest rates higher for longer to combat inflation. The Fed k ... Show More

6m 38s

Sep 29

Business Rundown: Is the Job Market Really as Bleak as the Fed Thinks?

When announcing interest rate cuts earlier this month, Federal Reserve Chair Jerome Powell expressed concerns about the labor market, following major downward revisions to job growth data. But is the US Employment picture as bleak as the Fed sees it? Markets get a clearer view on ... Show More

20m 25s

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

Should we be optimistic about the US economy? With Michael Strain

Almost a month since ‘liberation day’, the potential impacts of President Donald Trump’s tariff regime are starting to sink in. US hard data isn’t yet showing much negative impact from changes to US trade policy – but economists are gloomy on US growth prospects. The IMF last wee ... Show More

31m 2s

Sep 18

How I'm Interpreting The Rate Announcements

On today’s show we are going to take a look at the Federal Reserve’s announcement on Wednesday of this week. There has been lots covered about this on virtually every news channel. What I'm covering hopefully is different from what you might be hearing. All eyes were on the Feder ... Show More

5m 27s

Aug 2021

US yields jump, gold dives ahead of US inflation!

Asian stock markets kicked off the week on a positive note, although the US indices had nothing more exciting than mixed performance after the announcement of strong jobs data on Friday. The US jobs data gave a small boost to the Dow and the S&P500 which closed Friday’s session 0 ... Show More

10m 42s