Trump 2.0 and the Future of Energy
Our analysts Ariana Salvatore, Stephen Byrd and Devin McDermott discuss President Trump’s four executive orders around energy policy and how they could reshape the sector.----- Transcript -----Ariana ...
4 Feb 202511min
Tariffs and Tech Challenge Stocks
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why U.S. stocks took a hit that is likely to sustain through the first half of 2025.----- Transcript -----Welcome to Thoughts on the Marke...
3 Feb 20253min
Big Debates: Who Will Be the Trade Winners Under Trump?
Morgan Stanley Research analysts Michelle Weaver, Chris Snyder and Nik Lippmann discuss U.S.-Mexico trade and the future of reshoring and near-shoring under the Trump administration.----- Transcript -...
31 Jan 202510min
Managing Fiscal Policy Uncertainty Under Trump 2.0
Our Global Head of Fixed Income and Public Policy Research, Michael Zezas, and Global Head of Macro Strategy, Matt Hornbach, discuss how the Trump administration’s fiscal policies could impact Treasur...
30 Jan 20259min
A Mixed Bag for Retail and Consumer Sectors
Our Head of Corporate Credit Research and Head of Retail Consumer Credit discuss what choppy demand and tariff risk could mean for sectors that depend on consumer spending.----- Transcript -----Andrew...
29 Jan 202511min
Will Trump’s Tariffs Reshape Asian Economies?
Our Global Head of Fixed Income and Public Policy Research Michael Zezas and Chief Asia Economist Chetan Ahya discuss the potential impact of U.S. tariffs in China and beyond.----- Transcript -----Mic...
28 Jan 20256min
Europe’s Defense Dilemma
Morgan Stanley Research looks at how the European defense industry might respond to military spending pressure from the Trump administration.----- Transcript -----Paul Walsh: Welcome to Thoughts on th...
27 Jan 20257min
Have Markets Hit Peak Optimism?
Our Head of Corporate Credit Research Andrew Sheets argues that while investor hopes are running high, corporate confidence isn’t.----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sh...
24 Jan 20253min
