Special Encore: Bracing for Sticker Shock
Original Release Date: July 11, 2025As U.S. retailers manage the impacts of increased tariffs, they have taken a number of approaches to avoid raising prices for customers. Our Head of Corporate Strat...
15 Elo 20258min
A Divergence of Thought on the Fed’s Path
The market thinks the Fed is likely to cut rates come September. Morgan Stanley economists disagree. Our Head of Corporate Credit Research Andrew Sheets explains our viewpoint and presents three scena...
14 Elo 20253min
Tariffs’ Impact on Economy and Bond Markets
Although tariff negotiations continue, deals are being made, shifting investor focus on assessing the fallout. Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas and Chi...
13 Elo 202510min
The Credibility of Inflation Targets
Can a central bank simply announce an inflation target and get everyone to believe it? Our Global Economist Arunima Sinha looks at the cases of South Africa and Brazil to explain why it’s a subject of...
12 Elo 20254min
How AI is Driving the Digital Revolution in Sports
Morgan Stanley Research looks at how changes in demographics, ownership, and distribution can boost tech adoption to revolutionize the global sports industry. Read more insights from Morgan Stanley.-...
11 Elo 20255min
Backpacks, Laptops and Sneakers
Our U.S. Thematic and Equity Strategist Michelle Weaver discusses what back-to-school spending trends reveal about consumer sentiment and the U.S. economy.Read more insights from Morgan Stanley.----- ...
8 Elo 20254min
A Whiff of Stagflation
So far, markets have shown resilience, despite the volatility. However, our Head of Corporate Credit Research Andrew Sheets points out that economic data might tell a different story over the next few...
7 Elo 20253min
How Credit Markets Could Finance AI’s Trillion Dollar Gap
Until now, the AI buildout has largely been self-funded. Our Chief Fixed Income Strategist Vishy Tirupattur and our Head of U.S. Credit Strategy Vishwas Patkar explain the role of credit markets to fu...
6 Elo 20258min
