Economic Roundtable: Structural Fallouts From the Iran Conflict
Our Global Chief Economist Seth Carpenter concludes the two-part discussion with chief regional economists Michael Gapen, Jens Eisenschmidt and Chetan Ahya on the second order effects of the energy sh...
15 Apr 12min
Economic Roundtable: Energy Shock & Central Banks’ Action
In this first of a two-part discussion, our Global Chief Economist Seth Carpenter leads a discussion with chief regional economists Michael Gapen, Jens Eisenschmidt and Chetan Ahya on impacts of the c...
14 Apr 13min
Mounting Evidence of a Market Rebound
Our CIO and Chief U.S. Equity Strategist Mike Wilson shares his perspective on why investors should position for a stock market recovery despite ongoing uncertainty.Read more insights from Morgan Stan...
13 Apr 5min
Making Sense of Mixed Market Signals
Despite a historic disruption to global energy markets, the stock market remains resilient. Our Global Head of Fixed Income Research Andrew Sheets suggests U.S. markets may offer a steady course in th...
10 Apr 4min
U.S Consumer Spending Meets Caution
Our U.S. Thematic and Equity Strategist Michelle Weaver breaks down the results of a new survey on U.S. consumer spending and confidence.Read more insights from Morgan Stanley.----- Transcript -----We...
9 Apr 4min
U.S.-Iran Truce: What’s Next?
While a tentative ceasefire in the Middle East holds, the Strait of Hormuz continues to be a sticking point in diplomatic efforts. Our Deputy Global Head of Research Michael Zezas and Head of Public P...
8 Apr 10min
The Real Risks of Oil Price Spikes
A supply-driven oil shock may start with inflation, but Morgan Stanley’s Senior Global Economist Rajeev Sibal discusses why investors need to understand the second-order hit to growth, policy and mark...
7 Apr 4min
Riding the Final Innings of the Market Correction
Our CIO and Chief U.S. Equity Strategist Mike Wilson talks about risks in this late stage of the equity market pullback, how investors should position and what could come next.Read more insights from ...
6 Apr 5min
