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Special Encore: Bracing for Sticker Shock
Episode 1448
Original Release Date: July 11, 2025
As U.S. retailers manage the impacts of increased tariffs, they have taken a number of approaches to avoid raisin…
9 months, 4 weeks ago
A Divergence of Thought on the Fed’s Path
Episode 1447
The market thinks the Fed is likely to cut rates come September. Morgan Stanley economists disagree. Our Head of Corporate Credit Research Andrew She…
9 months, 4 weeks ago
Tariffs’ Impact on Economy and Bond Markets
Episode 1446
Although tariff negotiations continue, deals are being made, shifting investor focus on assessing the fallout. Our Global Head of Fixed Income Resear…
10 months ago
The Credibility of Inflation Targets
Episode 1445
Can a central bank simply announce an inflation target and get everyone to believe it? Our Global Economist Arunima Sinha looks at the cases of South…
10 months ago
How AI is Driving the Digital Revolution in Sports
Episode 1444
Morgan Stanley Research looks at how changes in demographics, ownership, and distribution can boost tech adoption to revolutionize the global sports …
10 months ago
Backpacks, Laptops and Sneakers
Episode 1443
Our U.S. Thematic and Equity Strategist Michelle Weaver discusses what back-to-school spending trends reveal about consumer sentiment and the U.S. ec…
10 months ago
A Whiff of Stagflation
Episode 1442
So far, markets have shown resilience, despite the volatility. However, our Head of Corporate Credit Research Andrew Sheets points out that economic …
10 months ago
How Credit Markets Could Finance AI’s Trillion Dollar Gap
Episode 1441
Until now, the AI buildout has largely been self-funded. Our Chief Fixed Income Strategist Vishy Tirupattur and our Head of U.S. Credit Strategy Vish…
10 months, 1 week ago
Higher Bar for September Rate Cut
Episode 1440
There’s a dichotomy between the pace of job growth and the unemployment rate. Our Chief U.S. Economist Michael Gapen and Global Head of Macro Strateg…
10 months, 1 week ago
Why Stocks Get Ahead of the Fed
Episode 1439
Economic data looks backward while equity markets are looking ahead. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why this delays th…
10 months, 1 week ago