Michael Zezas: The Potential Impact of Lasting Tariffs
On this episode, Head of Public Policy Research Michael Zezas walks investors through the current impasse on U.S.-China trade. How might new tariffs heighten downside risks for the U.S. economy?
7 Elo 20192min
Mike Wilson: Markets Face a “Sell the News” Moment
On today’s podcast, Chief Investment Officer Mike Wilson asks whether the Fed rate cut and reemergence of trade tensions rattled markets or simply revealed the possibility of deteriorating fundamentals.
5 Elo 20193min
Andrew Sheets: The Fed’s Great Expectations Quandary
On today's podcast, Markets met the Fed rate cut with a collective shrug. Could investor expectations make it harder for the Fed to succeed? Chief Cross-Asset Strategist Andrew Sheets provides analysis.
2 Elo 20193min
Michael Zezas: Trade Uncertainty and Corporate Confidence
On today’s podcast, Head of U.S. Public Policy Michael Zezas examines how continued trade policy uncertainty is weighing on corporate confidence and spending. Is a turning point ahead?
31 Heinä 20192min
Mike Wilson: Will the Fed Surprise on a Rate Cut?
On today’s podcast, Chief Investment Officer Mike Wilson gauges the reaction to a potential Wednesday Fed rate cut. Have markets already priced in any rally?
29 Heinä 20193min
Special: Access & Opportunity Preview
Morgan Stanley's Carla Harris talks with Charles Hudson, founder and Managing Partner at Precursor Ventures, a seed-stage investor bringing an institutional perspective to startups in the earliest stages of their development.
26 Heinä 20194min
Michael Zezas: The Fed Rate Cut Debate for Bond Investors
On today’s podcast, Head of Public Policy and Municipal Strategy Michael Zezas considers the debate between the consensus view of a potential 25 basis point Fed rate cut vs a 50 basis point cut.
24 Heinä 20192min
Mike Wilson: Weighing a Potential Fed Rate Cut
On today’s podcast, Chief Investment Officer Mike Wilson says what matters for markets now isn't how much the Fed or other central banks could cut—but why they would cut.
22 Heinä 20193min
