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)

Singapore’s $4 Trillion Transformation

Singapore’s $4 Trillion Transformation

Our Head of ASEAN Research Nick Lord discusses how Singapore’s technological innovation and market influence are putting it on track to continue rising among the world’s richest countries.Read more in...

28 Jul 20254min

Who Will Fund AI’s $3 Trillion Ask?

Who Will Fund AI’s $3 Trillion Ask?

Joining the AI race also requires building out massive physical infrastructure. Our Head of Corporate Credit Research Andrew Sheets explains why credit markets may play a critical role in the endeavor...

25 Jul 20254min

Trump‘s AI Action Plan

Trump‘s AI Action Plan

The Trump administration unveiled a 28-page AI Action Plan, outlining more than 90 policy actions, with an ambition for the U.S. to win the AI race. Our Global Head of Fixed Income Research and Public...

24 Jul 20255min

Will the Entertainment Business Stay Human?

Will the Entertainment Business Stay Human?

Our U.S. Media & Entertainment Analyst Benjamin Swinburne discusses how GenAI is transforming content creation, distribution and also raising some serious ethical questions. Read more insights from M...

23 Jul 20255min

Asia’s $46 Trillion Question

Asia’s $46 Trillion Question

Our Chief Asia Economist Chetan Ahya discusses three key decisions that will determine Asia’s international investment position and affect currency trends. Read more insights from Morgan Stanley.-----...

22 Jul 20254min

Can a ‘Shadow Chair’ Steer the Fed?

Can a ‘Shadow Chair’ Steer the Fed?

As Fed Chair Jerome Powell’s term ends next year, our Global Chief Economist Seth Carpenter discusses the potential policy impact of a so-called “shadow Fed chair”.Read more insights from Morgan Stanl...

21 Jul 20254min

No Summer Slowdown for Markets – Yet

No Summer Slowdown for Markets – Yet

Markets may seem calm following recent policy headlines, but for Michael Zezas, our Global Head of Fixed Income Research and Public Policy Strategy, investors may need to wait on more data to assess w...

18 Jul 20253min

How a Weaker Dollar Could Boost U.S. Stocks

How a Weaker Dollar Could Boost U.S. Stocks

The dollar’s bearish run is likely to affect U.S. equity markets. Michelle Weaver, our U.S. Thematic & Equity Strategist, and David Adams, our Head of G10 FX Strategy, discuss what investors should co...

17 Jul 20257min

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