Special Encore: Will US Tariffs Drive Mexico Closer to China?
Original Release Date November 22, 2024: Our US Public Policy Strategist Ariana Salvatore and Chief Latin America Equity Strategist Nikolaj Lippmann discuss what Trump’s victory could mean for new tra...
31 Des 20249min
Special Encore: Uncertainty Surrounds 2025 U.S. Equities Outlook
Original Release Date November 26, 2024: Morgan Stanley’s CIO and Chief U.S. Equity Strategist Mike Wilson joins Andrew Pauker of the U.S. Equity Strategy team to break down the key issues for equity ...
30 Des 202411min
Special Encore: A $10 Trillion Opportunity in US Reshoring
Original Release Date October 25, 2024: After decades of offshoring, the pendulum for US manufacturing is swinging back toward domestic production. Our US Multi-Industry Analyst Chris Snyder looks at ...
27 Des 20243min
Special Encore: Housing, Currency Markets in Focus
Original Release Date November 19, 2024: On the second part of a two-part roundtable, our panel gives its 2025 preview for the housing and mortgage landscape, the US Treasury yield curve and currency ...
26 Des 202412min
Special Encore: What’s Ahead for Markets in 2025?
Original Release Date November 18, 2024: On the first part of a two-part roundtable, our panel discusses why the US is likely to see a slowdown and where investors can look for growth.----- Transcript...
24 Des 202410min
The Many Potential Policy Paths of Trump’s Second Term
Our Global Head of Fixed Income and Thematic Research joins our U.S. Public Policy Strategist to give investors their policy expectations for President-elect Trump’s second term, including the potenti...
23 Des 20246min
More Talk, Less Action Could Be Good for Credit Markets
Our Head of Corporate Credit Research lists realistic scenarios for why credit could outperform expectations in 2025, despite some risks posed by policy changes from the incoming administration.----- ...
20 Des 20244min
Fed Signals Inflation Fight Isn’t Over
Our Global Head of Macro Strategy joins our Chief U.S. Economist to discuss the Fed’s recent rate cut and why persistent inflation is likely to slow the pace of future cuts.----- Transcript -----Matth...
19 Des 20249min
