Mike Wilson: Who’s Driving The Growth in U.S. Money Supply?

Mike Wilson: Who’s Driving The Growth in U.S. Money Supply?

Growth in money supply is one of the most powerful indicators for rising inflation—and it's currently rising at record levels. How should investors position portfolios?

Episoder(1576)

Gold Rush Picks Up Speed

Gold Rush Picks Up Speed

As gold prices reach new all-time highs, Metals & Mining Commodity Strategist Amy Gower discusses whether the rally is sustainable.Read more insights from Morgan Stanley. ---- Transcript -----Welcome ...

15 Apr 20254min

Where Is the Bottom of the Market?

Where Is the Bottom of the Market?

Our CIO and Chief U.S. Equity Strategist Mike Wilson probes whether market confidence can return soon as long as tariff policy remains in a state of flux.Read more insights from Morgan Stanley. ---- T...

14 Apr 20255min

Is the Market Rebound a Mirage?

Is the Market Rebound a Mirage?

Our Head of Corporate Credit Research analyzes the market response to President Trump’s tariff reversal and explains why rallies do not always indicate an improvement in the overall environment.Read m...

11 Apr 20254min

Why Tariffs Spurred a Dash for Cash

Why Tariffs Spurred a Dash for Cash

Our analysts Vishy Tirupattur and Martin Tobias explain how the announcement of new tariffs and the subsequent pause in their implementation affected the bond market.Read more insights from Morgan Sta...

10 Apr 20256min

Lingering Uncertainties After Tariff Reprieve

Lingering Uncertainties After Tariff Reprieve

Earlier today, President Trump announced a pause on reciprocal tariffs for 90 days. Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas looks at the fallout.----- Transcr...

10 Apr 20253min

Three Things That Could Ease Tariff Jitters

Three Things That Could Ease Tariff Jitters

Our CIO and Chief U.S. Equity Strategist explains why the new tariffs added momentum to a correction that was already underway, and what could ease the fallout in equity markets.Read more insights fro...

8 Apr 20254min

Tariff Roundtable: Global Economy on the Brink of Recession?

Tariff Roundtable: Global Economy on the Brink of Recession?

As market turmoil continues, our global economists give their view on the ramifications of the Trump administration’s tariffs, and how central banks across key regions might react.Read more insights f...

7 Apr 202511min

Tariff Fallout: Where Do Markets Go From Here?

Tariff Fallout: Where Do Markets Go From Here?

As markets continue reacting to the Trump administration’s tariffs, Michael Zezas, our Global Head of Fixed Income Research and Public Policy Strategy, lists the expected impacts for investors across ...

4 Apr 20253min

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