Michael Zezas: Taxation Complicates U.S.-EU Trade

Michael Zezas: Taxation Complicates U.S.-EU Trade

On today's episode, Although the U.S and China have found a way forward on trade negotiations, a clear path for U.S.-EU trade is getting slightly more complicated.

Episoder(1565)

2026 Midterm Elections: What’s at Stake for Markets

2026 Midterm Elections: What’s at Stake for Markets

Michael Zezas, our Global Head of Fixed Income Research and Public Policy Strategy, highlights what investors need to watch out for ahead of next year’s U.S. congressional elections.Read more insights...

14 Nov 20253min

Who’s Disrupting — and Funding — the AI Boom

Who’s Disrupting — and Funding — the AI Boom

Live from Morgan Stanley’s European Tech, Media and Telecom Conference in Barcelona, our roundtable of analysts discusses tech disruptions and datacenter growth, and how Europe factors in.Read more in...

13 Nov 202515min

Europe in the Global AI Race

Europe in the Global AI Race

Live from Morgan Stanley’s European Tech, Media and Telecom conference in Barcelona, our roundtable of analysts discuss artificial intelligence in Europe, and how the region could enable the Agentic A...

13 Nov 202511min

Crypto Goes Mainstream

Crypto Goes Mainstream

Our Research Analyst Michael Cyprys joins Wealth Management Strategist Denny Galindo to discuss how and why cryptocurrencies are transitioning from niche speculation to portfolio staples. Read more in...

11 Nov 202510min

Relief and Volatility Ahead for U.S. Stocks

Relief and Volatility Ahead for U.S. Stocks

Our CIO and Chief U.S. Equity Strategist Mike Wilson unpacks why stocks are likely to stay resilient despite uncertainties related to Fed rates, government shutdown and tariffs.Read more insights fro...

10 Nov 20254min

Fed’s Path Uncertain as Key Data Lags

Fed’s Path Uncertain as Key Data Lags

Our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach discuss potential next steps for the FOMC and the risks to their views from the U.S. government shutdown. Read...

7 Nov 20259min

Supreme Court Tests Trump Tariffs

Supreme Court Tests Trump Tariffs

Earlier this week, the U.S. Supreme Court heard a case challenging the current administration’s tariff policy. Our Head of Fixed Income Research and Public Policy Research explains the potential magni...

6 Nov 20253min

Future of Work: AI’s Paradigm Shift for Labor

Future of Work: AI’s Paradigm Shift for Labor

Concluding a two-part roundtable discussion, our global heads of Research, Thematic Research and Firmwide AI focus on the human impacts of AI adoption in the workplace.Read more insights from Morgan S...

5 Nov 202512min

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