Michael Zezas: Three Revealing Numbers from the Stimulus Package

Michael Zezas: Three Revealing Numbers from the Stimulus Package

It may be hard for investors to conceptualize how substantial the impact of the American Rescue Plan Act may be, but three numbers provide perspective.

Episoder(1574)

Why Credit Is Core to AI Expansion

Why Credit Is Core to AI Expansion

Our Chief Fixed Income Strategist Vishy Tirupattur brings in Vishwas Patkar, Head of U.S. Credit Strategy, and Carolyn Campbell, Head of Consumer and Commercial ABS Research, to explain our high convi...

19 Aug 20256min

What’s Fueling the Future of Energy in Asia?

What’s Fueling the Future of Energy in Asia?

Our analysts Tim Chan and Mayank Maheshwari discuss how nuclear power and natural gas are reshaping Asia’s evolving energy mix, and what these trends mean for sustainability and the future of energy. ...

18 Aug 202510min

Special Encore: Bracing for Sticker Shock

Special Encore: Bracing for Sticker Shock

Original Release Date: July 11, 2025As U.S. retailers manage the impacts of increased tariffs, they have taken a number of approaches to avoid raising prices for customers. Our Head of Corporate Strat...

15 Aug 20258min

A Divergence of Thought on the Fed’s Path

A Divergence of Thought on the Fed’s Path

The market thinks the Fed is likely to cut rates come September. Morgan Stanley economists disagree. Our Head of Corporate Credit Research Andrew Sheets explains our viewpoint and presents three scena...

14 Aug 20253min

Tariffs’ Impact on Economy and Bond Markets

Tariffs’ Impact on Economy and Bond Markets

Although tariff negotiations continue, deals are being made, shifting investor focus on assessing the fallout. Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas and Chi...

13 Aug 202510min

The Credibility of Inflation Targets

The Credibility of Inflation Targets

Can a central bank simply announce an inflation target and get everyone to believe it? Our Global Economist Arunima Sinha looks at the cases of South Africa and Brazil to explain why it’s a subject of...

12 Aug 20254min

How AI is Driving the Digital Revolution in Sports

How AI is Driving the Digital Revolution in Sports

Morgan Stanley Research looks at how changes in demographics, ownership, and distribution can boost tech adoption to revolutionize the global sports industry. Read more insights from Morgan Stanley.-...

11 Aug 20255min

Backpacks, Laptops and Sneakers

Backpacks, Laptops and Sneakers

Our U.S. Thematic and Equity Strategist Michelle Weaver discusses what back-to-school spending trends reveal about consumer sentiment and the U.S. economy.Read more insights from Morgan Stanley.----- ...

8 Aug 20254min

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