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Why a Tariff Ruling Could Mean Consumer Relief
Episode 1579
Arunima Sinha, from the U.S. and Global Economics team, discusses how an upcoming Supreme Court decision could reshape consumer prices, retail margin…
6 months, 2 weeks ago
Signs That Global Growth May Be Ahead
Episode 1578
Our Global Head of Fixed Income Research Andrew Sheets explains how key market indicators reflect a constructive view around the global cyclical outl…
6 months, 3 weeks ago
The Future of North American Trade
Episode 1577
With the U.S.-Canada-Mexico Agreement coming up for review, our Head of Public Policy Research Ariana Salvatore unpacks whether our 2025 call for dee…
6 months, 3 weeks ago
A Thematic Look at Market Volatility
Episode 1576
Our Global Head of Thematic and Sustainability Research Stephen Byrd and U.S. Thematic and Equity Strategist Michelle Weaver lay out Morgan Stanley’s…
6 months, 3 weeks ago
Why Latin America’s ‘Trifecta’ Could Reshape Global Portfolios
Episode 1575
Our Chief LatAm Equity Strategist Nikolaj Lippmann discusses why Latin America may be approaching a rare “Spring” moment – where geopolitics, peaking…
6 months, 3 weeks ago
For Better or Warsh
Episode 1574
Our Global Head of Fixed Income Research Andrew Sheets and Global Chief Economist Seth Carpenter unpack the inner workings of the Federal Reserve to …
6 months, 3 weeks ago
The Fed’s Course Under a New Chair
Episode 1573
Our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen discuss the path for U.S. interest rates after the nominati…
6 months, 3 weeks ago
Affordability Takes Center Stage in U.S. Policy
Episode 1572
Affordability is back in focus in D.C. after the brief U.S. shutdown. Our Deputy Global Head of Research Michael Zezas and Head of Public Policy Rese…
6 months, 4 weeks ago
A New Playbook for Equity Investors
Episode 1571
Our Chief Cross-Asset Strategist Serena Tang and senior leaders from Investment Management Andrew Slimmon and Jitania Kandhari unpack new investment …
6 months, 4 weeks ago
New Fed Chair, New Market Signals
Episode 1569
Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses how the nomination of Kevin Warsh to lead the Fed could move markets.
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7 months ago