Andrew Sheets: What Do Markets Reward? Progress.

Our Hong Kong/China Transportation & Infrastructure Analyst Qianlei Fan explains why a resurgence in air travel is leading China’s emergence from deflation.----- Transcript -----Welcome to Thoughts on...

6 Feb 20254min

Our Global Head of Fixed Income Research & Public Policy Strategy Michael Zezas discusses the potential economic outcomes of a shifting North American trade policy.----- Transcript -----Welcome to Tho...

5 Feb 20252min

Our analysts Ariana Salvatore, Stephen Byrd and Devin McDermott discuss President Trump’s four executive orders around energy policy and how they could reshape the sector.----- Transcript -----Ariana ...

4 Feb 202511min

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why U.S. stocks took a hit that is likely to sustain through the first half of 2025.----- Transcript -----Welcome to Thoughts on the Marke...

3 Feb 20253min

Morgan Stanley Research analysts Michelle Weaver, Chris Snyder and Nik Lippmann discuss U.S.-Mexico trade and the future of reshoring and near-shoring under the Trump administration.----- Transcript -...

31 Jan 202510min

Our Global Head of Fixed Income and Public Policy Research, Michael Zezas, and Global Head of Macro Strategy, Matt Hornbach, discuss how the Trump administration’s fiscal policies could impact Treasur...

30 Jan 20259min

Our Head of Corporate Credit Research and Head of Retail Consumer Credit discuss what choppy demand and tariff risk could mean for sectors that depend on consumer spending.----- Transcript -----Andrew...

29 Jan 202511min

Our Global Head of Fixed Income and Public Policy Research Michael Zezas and Chief Asia Economist Chetan Ahya discuss the potential impact of U.S. tariffs in China and beyond.----- Transcript -----Mic...

28 Jan 20256min