Markets Spin Toward Cyclicals
A slump in tech stocks may explain the market rotation – but it’s the earnings season that investors need to watch, says CIO and Chief US Equity Strategist Mike Wilson.----- Transcript -----Welcome to...
14 Okt 20244min
US Economy: What Could Go Wrong
Our Head of Corporate Credit Research and Global Chief Economist explain why they’re watching the consumer savings rate, tariffs and capital expenditures.----- Transcript -----Andrew Sheets: Welcome t...
11 Okt 202412min
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
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
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
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
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?
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
