Michael Zezas: How Markets View the Pause on Trade Tariffs
On today’s podcast, Head of U.S. Public Policy Michael Zezas says a pause on trade tariffs should be good news for markets and growth, but is the path forward any clearer?
3 Jul 20192min
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?
1 Jul 20193min
Andrew Sheets: What to Watch from the G20
On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets shares three possible trade outcomes from the G20—and how markets may react to a pause on new tariffs.
28 Jun 20193min
Michael Zezas: Indirect Impacts
In today’s podcast, Head of U.S. Public Policy strategy Michael Zezas discusses how the great debate playing out in markets around trade is about more than direct impacts.
26 Jun 20193min
Mike Wilson: Are Markets Putting Stock in Trade?
With corporate confidence softening, could movement on U.S.-China trade at the G20 be the catalyst for growth in the second half of the year? Chief Investment Officer Mike Wilson has analysis.
24 Jun 20193min
Andrew Sheets: Let’s Say the Fed Cuts Rates in July…
Morgan Stanley's economics team now expects the Fed to cut interest rates by half a percent possibly as soon as July. On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets examines how markets could react.
21 Jun 20193min
Michael Zezas: Three Possible Trade Paths from the G20
On today’s podcast, Head of U.S. Public Policy strategy Michael Zezas says three likely U.S.-China trade scenarios will come out of the G20. But a tariff pause might be the trickiest for investors.
19 Jun 20192min
Mike Wilson: How Confident Are U.S. Businesses in the Economy?
On today’s episode, Chief Investment Officer Mike Wilson shares a readout on the firm’s proprietary Business Conditions Index. Are the data softening more than investors realize?
17 Jun 20193min
