Special Episode: The Debate over U.S. Fiscal Stimulus and Inflation

Special Episode: The Debate over U.S. Fiscal Stimulus and Inflation

Michael Zezas, Head of U.S. Public Policy Research and Matthew Hornbach, Global Head of Macro Strategy, discuss the impact of stimulus and inflation on fixed income markets.

Episoder(1552)

A Revolution in Credit Markets

A Revolution in Credit Markets

Our Chief Fixed Income Strategist Vishy Tirupattur is joined by Dan Toscano, the firm’s Chairman of Markets in Private Equity, unpack how credit markets are changing—and what the AI buildup means for ...

7 Jan 11min

How Venezuela Events Could Affect Markets and Policy

How Venezuela Events Could Affect Markets and Policy

Our Deputy Director of Global Research Michael Zezas and our U.S. Public Policy Strategist Ariana Salvatore discuss the implications of the U.S action in Venezuela for global markets, foreign and dome...

6 Jan 5min

The Bullish Signals That Investors Overlook

The Bullish Signals That Investors Overlook

Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses key catalysts that investors may be missing, but that are likely to boost U.S. equities in 2026.Read more insights from Morgan Stanley.--...

5 Jan 5min

Bigger Tax Refunds Likely to Power the Economy

Bigger Tax Refunds Likely to Power the Economy

Our U.S. Economist Heather Berger discusses how larger tax refunds in 2026 could boost income and help support consumer balance sheets throughout the year.Read more insights from Morgan Stanley. -----...

2 Jan 3min

Special Encore: What’s Driving U.S. Growth in 2026

Special Encore: What’s Driving U.S. Growth in 2026

Original Release Date: November 25, 2025Our Chief U.S. Economist Michael Gapen breaks down how growth, inflation and the AI revolution could play out in 2026.Read more insights from Morgan Stanley.---...

31 Des 20257min

Special Encore: Investors’ Top Questions for 2026

Special Encore: Investors’ Top Questions for 2026

Original Release Date: December 3, 2025Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas and Chief Global Cross-Asset Strategist Serena Tang address themes that are key...

30 Des 202511min

Special Encore: Who’s Disrupting — and Funding — the AI Boom

Special Encore: Who’s Disrupting — and Funding — the AI Boom

Original Release Date: November 13, 2025Live from Morgan Stanley’s European Tech, Media and Telecom Conference in Barcelona, our roundtable of analysts discusses tech disruptions and datacenter growth...

29 Des 202514min

Special Encore: 2026 U.S. Outlook: The Bull Market’s Underappreciated Narrative

Special Encore: 2026 U.S. Outlook: The Bull Market’s Underappreciated Narrative

Original Release Date: November 19, 2025Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he continues to hold on to an out-of-consensus view of a growth positive 2026, despite near-te...

26 Des 20256min

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