Chinese Airlines Breaking Through Turbulence
Our Hong Kong/China Transportation & Infrastructure Analyst Qianlei Fan explains why a resurgence in air travel is leading China’s emergence from deflation.----- Transcript -----Welcome to Thoughts on...
6 Helmi 20254min
Trump 2.0 and the Latest on Tariffs
Our Global Head of Fixed Income Research & Public Policy Strategy Michael Zezas discusses the potential economic outcomes of a shifting North American trade policy.----- Transcript -----Welcome to Tho...
5 Helmi 20252min
Trump 2.0 and the Future of Energy
Our analysts Ariana Salvatore, Stephen Byrd and Devin McDermott discuss President Trump’s four executive orders around energy policy and how they could reshape the sector.----- Transcript -----Ariana ...
4 Helmi 202511min
Tariffs and Tech Challenge Stocks
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why U.S. stocks took a hit that is likely to sustain through the first half of 2025.----- Transcript -----Welcome to Thoughts on the Marke...
3 Helmi 20253min
Big Debates: Who Will Be the Trade Winners Under Trump?
Morgan Stanley Research analysts Michelle Weaver, Chris Snyder and Nik Lippmann discuss U.S.-Mexico trade and the future of reshoring and near-shoring under the Trump administration.----- Transcript -...
31 Tammi 202510min
Managing Fiscal Policy Uncertainty Under Trump 2.0
Our Global Head of Fixed Income and Public Policy Research, Michael Zezas, and Global Head of Macro Strategy, Matt Hornbach, discuss how the Trump administration’s fiscal policies could impact Treasur...
30 Tammi 20259min
A Mixed Bag for Retail and Consumer Sectors
Our Head of Corporate Credit Research and Head of Retail Consumer Credit discuss what choppy demand and tariff risk could mean for sectors that depend on consumer spending.----- Transcript -----Andrew...
29 Tammi 202511min
Will Trump’s Tariffs Reshape Asian Economies?
Our Global Head of Fixed Income and Public Policy Research Michael Zezas and Chief Asia Economist Chetan Ahya discuss the potential impact of U.S. tariffs in China and beyond.----- Transcript -----Mic...
28 Tammi 20256min
