Mike Wilson: A G20 Trade Truce?

Mike Wilson: A G20 Trade Truce?

On today’s podcast, markets are cheering this weekend’s pause on U.S.-China trade tensions. But is the potential progress enough to extend the longest business cycle in history?

Episoder(1563)

Why Markets Stay Steady Amid Venezuela Developments

Why Markets Stay Steady Amid Venezuela Developments

Our Chief Fixed Income Strategists Vishy Tirupattur discusses the calm market reaction to the latest developments in Venezuela and the potential implications for oil, stocks and bonds.Read more insigh...

12 Jan 4min

Signals Align for a Growth Cycle

Signals Align for a Growth Cycle

Our Global Head of Fixed Income Research Andrew Sheets takes a look at multiple indicators that are pointing on the same direction: strong growth for markets and the economy.Read more insights from Mo...

9 Jan 3min

Driverless Cars Take the Fast Lane

Driverless Cars Take the Fast Lane

Our Head of U.S. Internet Research Brian Nowak and Andrew Percoco, Head of North America Autos and Shared Mobility Research, discuss why adoption of autonomous vehicles is likely to gain traction this...

8 Jan 10min

A Revolution in Credit Markets

A Revolution in Credit Markets

Our Chief Fixed Income Strategist Vishy Tirupattur is joined by Dan Toscano, the firm’s Chairman of Markets in Private Equity, unpack how credit markets are changing—and what the AI buildup means for ...

7 Jan 11min

How Venezuela Events Could Affect Markets and Policy

How Venezuela Events Could Affect Markets and Policy

Our Deputy Director of Global Research Michael Zezas and our U.S. Public Policy Strategist Ariana Salvatore discuss the implications of the U.S action in Venezuela for global markets, foreign and dome...

6 Jan 5min

The Bullish Signals That Investors Overlook

The Bullish Signals That Investors Overlook

Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses key catalysts that investors may be missing, but that are likely to boost U.S. equities in 2026.Read more insights from Morgan Stanley.--...

5 Jan 5min

Bigger Tax Refunds Likely to Power the Economy

Bigger Tax Refunds Likely to Power the Economy

Our U.S. Economist Heather Berger discusses how larger tax refunds in 2026 could boost income and help support consumer balance sheets throughout the year.Read more insights from Morgan Stanley. -----...

2 Jan 3min

Special Encore: What’s Driving U.S. Growth in 2026

Special Encore: What’s Driving U.S. Growth in 2026

Original Release Date: November 25, 2025Our Chief U.S. Economist Michael Gapen breaks down how growth, inflation and the AI revolution could play out in 2026.Read more insights from Morgan Stanley.---...

31 Des 20257min

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