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(1574)

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

How Companies Can Navigate New Tariffs

How Companies Can Navigate New Tariffs

Our Thematics and Public Policy analysts Michelle Weaver and Ariana Salvatore discuss the top five strategies for companies to mitigate the effects of U.S. tariffs. Read more insights from Morgan Stan...

3 Apr 202512min

Faceoff: U.S. vs. European Equities

Faceoff: U.S. vs. European Equities

Our analysts Paul Walsh, Mike Wilson and Marina Zavolock debate the relative merits of U.S. and European stocks in this very dynamic market moment.Read more insights from Morgan Stanley.

2 Apr 202510min

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