A supply-driven oil shock may start with inflation, but Morgan Stanley’s Senior Global Economist Rajeev Sibal discusses why investors need to understand the second-order hit to growth, policy and markets.
Read more insights from Morgan Stanley.
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Rajeev Sibal: Welcome to Thoughts on the Market. I'm Rajeev Sibal, Senior Global Ec ... Show More
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
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