Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
This podcast episode discusses the implications of the FDIC's liquidation of $114 billion in agency mortgages on the mortgage market. The market is liquid and can quickly adjust to this news, but the size of the liquidation is significant. The composition of the mortgages being liquidated, with their low fixed coupons ...
This podcast episode analyzes the impact of China's reopening after the COVID-0 policy. The speakers discuss the positive impact on China's economy, with growth expected to reach 5.7% in 2023. They highlight the shift to a pro-business stance by the administration and the importance of the services sector in driving th...
This podcast episode discusses the impact of recent events, particularly in the financial system, on the U.S. economy. Experts highlight that tighter credit conditions due to higher funding costs for banks will likely slow down loan growth, making it harder for consumers and businesses to borrow. This, in turn, could l...
This podcast episode delves into the upcoming debt ceiling negotiations in the United States. Despite recent banking challenges and economic concerns, the author anticipates that Congress will likely bring the negotiations to a close deadline, potentially even crossing the ex-date. The author argues that Republicans' r...
This podcast episode explores the evolving outlook for global economic growth, particularly after the first quarter of 2023. Key trends in the year-ahead outlook remain, but they are shifting. The spread between Asian growth and the rest of the world is now wider, with China's reopening having a more domestically-focus...
This podcast episode, hosted by Mike Wilson, explores concerns over banking system stability, the recent uptick in bank reserves, and its implications for the stock market. While major indices have shown resilience, Wilson cautions against interpreting the rise in bank reserves as QE, arguing that only a portion of the...
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