Midyear Economic Outlook: Reasons for Optimism
Our Global Chief Economist and Global Cross-Asset Strategist discuss the state of the global economy at the midpoint of 2024, including how the U.S. and Europe are on growth trajectories despite volat...
20 Maj 20246min
Seeking Better Value in Emerging Market Debt
Our Head of Corporate Credit Research explains why the debt of high-rated EM countries is a viable alternative for investors looking for high yields with longer duration.----- Transcript -----Welcome ...
17 Maj 20243min
Get Ready for a Summer Travel Boom
Our research shows travelers are willing to spend more this summer than last. U.S. Thematic Strategist Michelle Weaver explains how this will impact the airline, cruise and lodging industries. ----- T...
16 Maj 20243min
The Narrow Scope of US Tariffs on China
Our Global Head of Fixed Income and Thematic Research explains that the Biden administration’s new tariffs on Chinese imports are narrower than those of 2018 and 2019, but still send a signal about th...
15 Maj 20242min
Lessons from Retail Success Stories
Our Retail Analyst discusses the key strategies that have propelled a select few companies in U.S. consumer retail amid a challenging demand backdrop. ----- Transcript -----Welcome to Thoughts on the ...
14 Maj 20244min
Spring IMF Meetings Spark Cautious Optimism
Our experts highlight their biggest takeaways from the International Monetary Fund’s recent meetings, including which markets around the globe are on an upward trajectory.----- Transcript -----Simon W...
13 Maj 20247min
How Mexico’s Elections Could Change Global Markets
Morgan Stanley’s Chief Latin America Strategist explains the importance of Mexico’s upcoming presidential election, laying out the possible investment implications of potential policy reforms.----- Tr...
10 Maj 20243min
The Fed Sends a Clear Message
Our Chief Fixed Income Strategist explains why the Federal Reserve’s most recent meeting was so consequential, and the likeliest path ahead for interest rates.----- Transcript -----Welcome to Thoughts...
9 Maj 20243min
