Michael Zezas: Three Revealing Numbers from the Stimulus Package

Michael Zezas: Three Revealing Numbers from the Stimulus Package

It may be hard for investors to conceptualize how substantial the impact of the American Rescue Plan Act may be, but three numbers provide perspective.

Jaksot(1577)

US Economy: What Could Go Wrong

US Economy: What Could Go Wrong

Our Head of Corporate Credit Research and Global Chief Economist explain why they’re watching the consumer savings rate, tariffs and capital expenditures.----- Transcript -----Andrew Sheets: Welcome t...

11 Loka 202412min

How Safe is AI?

How Safe is AI?

Mike Canfield, Morgan Stanley’s Head of Europe Sustainability Research, discusses why ensuring safe and responsible artificial intelligence is essential to the AI revolution.----- Transcript -----Mike...

10 Loka 20244min

US Elections: The Outlook For Asia

US Elections: The Outlook For Asia

Our Global Head of Fixed Income and Thematic Research Michael Zezas and Chief Asia Economist Chetan Ahya discuss how the upcoming US elections might impact economic policies in Asia.----- Transcript -...

9 Loka 20245min

Economics Roundtable: US Election And Tariffs

Economics Roundtable: US Election And Tariffs

The rhetoric around the US elections is heating up, and tariffs have become a central theme – to rally for or against. In Part II of our roundtable discussion, our chief economists break down national...

8 Loka 20246min

Economics Roundtable: Central Banks Turn the Corner

Economics Roundtable: Central Banks Turn the Corner

Morgan Stanley’s chief economists take stock of a resilient global economy that has weathered a recent period of market volatility, in Part I of our two-part roundtable.----- Transcript -----Seth Carp...

7 Loka 202410min

Why the Fed’s Next Move May Matter Less

Why the Fed’s Next Move May Matter Less

Following the US Federal Reserve’s September rate cut, labor data may have more impact on markets than further cuts. Andrew Sheets, Head of Corporate Credit Research, explains why.----- Transcript ---...

4 Loka 20243min

Can China’s Stimulus Shift Its Economy?

Can China’s Stimulus Shift Its Economy?

Our Chief China Economist Robin Xing and Chief China Equity Strategist Laura Wang discuss how markets have responded to rate cuts and commitments to government spending, and what they could mean over ...

3 Loka 20248min

What Could the Dockworkers’ Strike Mean for Growth and Inflation?

What Could the Dockworkers’ Strike Mean for Growth and Inflation?

Thousands of U.S. dockworkers have gone on strike along the East Coast and Gulf Coast. Our Global Head of Fixed Income and Thematic Research Michael Zezas joins U.S. economist Diego Anzoategui to disc...

2 Loka 20245min

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