Mar 30

A Bull Market May Be Closer Than It Looks

The stock market has already discounted many disruptions, including geopolitics, oil and AI. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors are now focused on one thing: whether monetary policy stays too tight for too long.Read more insights from Morg ... Show More

4m 44s

Mar 27

Inside Credit Market’s Issuance Boom and Private Lending Risks

Our Global Head of Fixed Income Andrew Sheets and Head of U.S. Credit Strategy Vishwas Patkar discuss what’s driving record debt issuance and growing worries about private credit.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on th ... Show More

11m 10s

Mar 26

Why Fed Rate Cuts Could Be Pushed Back

Our Global Head of Macro Strategy Matthew Hornbach and our Chief U.S. Economist Michael Gapen discuss how oil prices, tariffs and inflation expectations are raising the bar for rate cuts by the Fed, and markets’ response to the new scenario.Read more insights from Morgan Stanley. ... Show More

11m 32s

Apr 2024

What Does 3.5% Inflation Really Mean?

<p>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

Aug 2024

Wellington's Khurana: Broad election results will impact bond yields for years

Brij Khurana, fixed income portfolio manager at Wellington Management, says that if either political party sweeps the election in November -- winning the presidency and control of Congress and the Senate -- the result will be higher bond yields, because the market will price in g ... Show More

1h 1m

Mar 2025

Market Volatility Raises Risk-On or Risk-Off Question

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams discusses that while the cues from S&P 500 earnings generally support the outlook for stocks this year, the market's tolerance for risk is being ... Show More

34m 9s

Sep 2024

Bank of Canada Drops Interest Rates

<p>On today’s show we are seeing another central bank drop their benchmark lending rate. The Bank of Canada dropped its benchmark interest rate for the third time in a row, leaving the rate at 4.25%. This is in stark contrast to the US Fed Funds rate which remains at 5.25%-5.5%.< ... Show More

5m 11s

Feb 2016

Scott Nations Claims Peter Schiff Was Never Right – Ep. 140

* It was another volatile day in the U.S. stock market, with the Dow swinging from positive to negative to positive to finally closing negative, but well off the lows and the highs of the day * The NASDAQ was only down about 15; the Dow down about 12 points * The real action was ... Show More

34m 39s

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

Aug 2019

Why Les Nanberg expects a recession before this year ends

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

59m 38s

Aug 2022

Turkish lira is a time bomb!

The Norwegian central bank raised the interest rates by 50bp yesterday and said that there will be a similar move in September, to tackle the soaring inflation in Norway. The Philippines hiked by 50bp as well, to cool inflation. The Federal Reserve (Fed) minutes released this Wed ... Show More

10m 19s

Aug 2025

178. Emergency Episode: Is This The End of the Federal Reserve?

Send us Fan MailIn this emergency episode of The Skinny on Wall Street, Kristen and Jen dive into the breaking news that President Trump has moved to fire Federal Reserve Governor Lisa Cook over accusations of mortgage fraud. Using this moment as a springboard, they break down th ... Show More

35m 23s

Feb 2024

‘Fed does not need to cut rates early spring’ – Versace

<p>‘The US Federal Reserve does not need to cut interest rates in March or even in early spring,’ Chris Versace, Tematica CIO tells IG’s @AngelineOng ‘because the economic data coming through indicates the US economy is still at risk of rising inflation’. Versace also explains wh ... Show More

5m 48s

A New Test for Private Credit