Will GenAI Turn a Profit in 2025?
Our Semiconductors and Software analysts Joe Moore and Keith Weiss dive into the biggest market debate around AI and why it’s likely to shape conversations at Morgan Stanley’s Technology, Media and Te...
3 Maalis 202512min
Searching for Signals in U.S. Policy Noise
Our Global Head of Fixed Income Research and Public Policy Strategy explains why conflicting news on tariffs and government spending may point to a case for bonds.----- Transcript -----Welcome to Thou...
28 Helmi 20253min
Shaky U.S. Consumer Confidence May Be a Leading Signal
Two recent surveys indicate that U.S. consumer confidence has shown a notable decline amid talks about inflation and potential tariff. Our Head of Corporate Credit Research Andrew Sheets discusses the...
27 Helmi 20254min
The Impact of Shifting Immigration Policy
Our Chief U.S. Economist Michael Gapen discusses the possible economic implications of restrictive immigration policies in the U.S., highlighting their potential effect on growth, inflation and labor ...
26 Helmi 20254min
Cruises Set Sail for Private Islands
A shift to private destinations for cruise lines could affect both operators and guests by 2030. Our Europe Leisure & Travel analyst Jamie Rollo explains.----- Transcript -----Welcome to Thoughts on t...
25 Helmi 20254min
What’s Behind the Recent Stock Tumble?
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains the challenges to growth for U.S. stocks and why some investors are looking to China and Europe.----- Transcript -----Welcome to Thoughts ...
24 Helmi 20254min
How a Potential Ukraine Peace Deal Could Impact Airlines
Our Hong Kong/China Transportation & Infrastructure Analyst Qianlei Fan explores how a potential peace deal in Ukraine could reshape the global airline industry.----- Transcript -----Welcome to Though...
21 Helmi 20253min
The Downside Risks of Reciprocal Tariffs
Our Global Chief Economist Seth Carpenter explains the potential domino effect that President Trump’s reciprocal tariffs could have on the U.S. and global economies.----- Transcript -----Seth Carpente...
20 Helmi 20254min
