Michael Zezas: Unlikely Paths to Stimulus May Interest Investors

Michael Zezas: Unlikely Paths to Stimulus May Interest Investors

As hopes for an additional stimulus package wane in the run-up to the U.S. elections, some of the less likely paths to a deal may provide a way out of the current correction. Michael Zezas, Head of U.S. Public Policy Research, explains.

Episoder(1573)

Munis: Tax-Free Income in Times of Stress

Munis: Tax-Free Income in Times of Stress

Morgan Stanley Research analyst Mark Schmidt and Investment Management’s Craig Brandon discuss the heightened uncertainty in the U.S. municipal bonds market.Read more insights from Morgan Stanley.For ...

5 Mai 20259min

Why the UK May Be Poised for a Surprising Rebound

Why the UK May Be Poised for a Surprising Rebound

Despite news that the UK economy is set to slow due to uncertainty around US trade policy, our analysts Andrew Sheets and Bruna Skarica explain why they have a more optimistic outlook.Read more insigh...

2 Mai 20258min

Can South Korea Afford To Grow Old?

Can South Korea Afford To Grow Old?

Our Chief Korea and Taiwan Economist Kathleen Oh discusses Korea's recent pension reform and its implications for the country's rapidly aging population.Read more insights from Morgan Stanley.----- Tr...

2 Mai 20254min

A Possible Roadmap for U.S. Tariff Policy

A Possible Roadmap for U.S. Tariff Policy

Our analysts Michael Zezas and Rajeev Sibal unpack the significance of a little-discussed clause in the Trump administration’s tariff policy, which suggests investors should think less about countries...

30 Apr 202510min

Is the Oil Market Flashing a Potential Recession Warning?

Is the Oil Market Flashing a Potential Recession Warning?

Our Global Commodities Strategist Martijn Rats discusses the ongoing volatility in the oil market and potential macroeconomic scenarios for the rest of this year.Read more insights from Morgan Stanley...

29 Apr 20254min

What Should Investors Expect from Earnings Season?

What Should Investors Expect from Earnings Season?

Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses how market volatility over the last month will affect equity markets as earnings season begins.Read more insights from Morgan Stanley. -...

28 Apr 20253min

Tariffs Could Drag on Growth in Asia as Well as U.S.

Tariffs Could Drag on Growth in Asia as Well as U.S.

Our U.S. and Asia economists Michael Gapen and Chetan Ahya discuss how tariff uncertainty is shaping their expectations for these economies over the second half of 2025.Read more insights from Morgan ...

25 Apr 202511min

Will Housing Prices Keep Climbing?

Will Housing Prices Keep Climbing?

Our Co-Heads of Securitized Products Research Jay Bacow and James Egan explain how mortgage rates, tariffs and stock market volatility are affecting the U.S. housing market.Read more insights from Mor...

24 Apr 20258min

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