Thoughts on the Market

Thoughts on the Market

Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.

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Episoder(1680)

How Safe is AI?

How Safe is AI?

Mike Canfield, Morgan Stanley’s Head of Europe Sustainability Research, discusses why ensuring safe and responsible artificial intelligence is essential to the AI revolution.----- Transcript -----Mike...

10 Okt 20244min

US Elections: The Outlook For Asia

US Elections: The Outlook For Asia

Our Global Head of Fixed Income and Thematic Research Michael Zezas and Chief Asia Economist Chetan Ahya discuss how the upcoming US elections might impact economic policies in Asia.----- Transcript -...

9 Okt 20245min

Economics Roundtable: US Election And Tariffs

Economics Roundtable: US Election And Tariffs

The rhetoric around the US elections is heating up, and tariffs have become a central theme – to rally for or against. In Part II of our roundtable discussion, our chief economists break down national...

8 Okt 20246min

Economics Roundtable: Central Banks Turn the Corner

Economics Roundtable: Central Banks Turn the Corner

Morgan Stanley’s chief economists take stock of a resilient global economy that has weathered a recent period of market volatility, in Part I of our two-part roundtable.----- Transcript -----Seth Carp...

7 Okt 202410min

Why the Fed’s Next Move May Matter Less

Why the Fed’s Next Move May Matter Less

Following the US Federal Reserve’s September rate cut, labor data may have more impact on markets than further cuts. Andrew Sheets, Head of Corporate Credit Research, explains why.----- Transcript ---...

4 Okt 20243min

Can China’s Stimulus Shift Its Economy?

Can China’s Stimulus Shift Its Economy?

Our Chief China Economist Robin Xing and Chief China Equity Strategist Laura Wang discuss how markets have responded to rate cuts and commitments to government spending, and what they could mean over ...

3 Okt 20248min

What Could the Dockworkers’ Strike Mean for Growth and Inflation?

What Could the Dockworkers’ Strike Mean for Growth and Inflation?

Thousands of U.S. dockworkers have gone on strike along the East Coast and Gulf Coast. Our Global Head of Fixed Income and Thematic Research Michael Zezas joins U.S. economist Diego Anzoategui to disc...

2 Okt 20245min

The Potential Domino Effect of US Tariffs

The Potential Domino Effect of US Tariffs

Our US public policy and global economics experts discuss how an escalation of US tariffs could have major domestic and international economic implications.----- Transcript -----Ariana Salvatore: Welc...

1 Okt 202410min

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