Special Episode: The Shifting Dynamics o...

A changing macro backdrop is creating new opportunities across the equity market. Our CIO and Chief U.S. Equity Strategist Mike Wilson looks at what's driving the shift and where it may lead next.Read more insights from Morgan Stanley.----- Transcript ----- Welcome to Thoughts on ... Show More

As America nears its 250th birthday, our Global Head of Fixed Income Andrew Sheets looks back at the early republic as a volatile frontier market, and what its path from credit risks to durable institutions can teach investors today.Read more insights from Morgan Stanley.----- Tr ... Show More

Following meetings across Europe and Asia, our Global Head of Cross-Asset Strategy Research, Serena Tang, discusses two of the main themes on investors' minds: uncertainty around U.S. monetary policy and increasing caution toward AI despite its long-term potential.Serena Tang: We ... Show More

<p>On today’s show we are talking about what is happening in the world of energy. There are so many moving parts right now that it’s hard to make sense of what is going to happen to energy prices, and oil prices in particular.</p> 

From geopolitical tensions, surging gas prices and energy shortages, how are major companies dealing with the energy transition? In the latest episode of Exchanges at Goldman Sachs, Giulia Chierchia, Executive Vice President of Strategy, Sustainability & Ventures at bp, and Miche ... Show More

<p>Energy companies face a dual challenge – they must decarbonise whilst managing increased demand from emerging and developing economies. In this podcast, ACWA Power’s Marco Arcelli, Petronas’ Charlotte Wolff-Bye and Standard Chartered’s Wan Thonh Chow share insights into how th ... Show More

<p>In the final episode of the Oil Markets podcast for 2023, S&P Global Commodity Insights crude and refined products directors <strong>Joel Hanley</strong> and <strong>Richard Swann</strong> round up the biggest events and trends of the year. </p> <p>They provide an across-the-b ... Show More

The global fuel oil market is currently going through a turmoil on account of the lower Russian oil flowing into the marine fuel oil pool and a fair share of blending components being used to produce higher margin transportation fuels. Tightening sanctions on Russian oil has seen ... Show More

Amid volatile oil prices, energy and commodities experts Choeib Boutamine, Nadia Martin Wiggen, and Ahmed Mehdi unpacked the ripple effects of Trump’s vast budget bill, OPEC+ supply decisions, and global trade negotiations on energy markets. With inventories high in China and US ... Show More

<p>MacroVoices Erik Townsend and Patrick Ceresna welcome energy markets guru Dr. Anas Alhajji to the show to take a deep dive on energy markets – particularly oil and gas. They discuss Russia’s war campaign, OPEC+ spare capacity, Europe’s dependency on Russian natural gas and how ... Show More

<p><span class="xcontentpasted1"><span style= "font-size: 11.0pt; line-height: 107%; font-family: 'Calibri',sans-serif; mso-ascii-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; mso-bidi-font-famil ... Show More