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Midyear Global Outlook, Pt 2: Why the U.S. Still Leads Global Markets
Episode 1389
Our analysts Serena Tang and Seth Carpenter discuss Morgan Stanley’s out-of-consensus view on U.S. exceptionalism, and how investors should position …
1 year ago
Midyear Global Outlook, Pt 1: Skewing to the Downside
Episode 1388
Our analysts Seth Carpenter and Serena Tang discuss why they believe the global economy is set to slow meaningfully in the second half of 2025.
Read m…
1 year ago
Japan Summit: Consumer Resilience and Trade Uncertainty
Episode 1387
Live from the Morgan Stanley Japan Summit, our analysts Chiwoong Lee and Sho Nakazawa discuss their outlook for the Japanese economy and stock market…
1 year ago
Market Risks Persist After U.S.-China Trade Detente
Episode 1386
Markets have reacted positively to the U.S.-China détente in tariffs. Our Chief Fixed Income Strategist, Vishy Tirupattur, digs into the rallies to b…
1 year ago
Lessons Amid the Market Rollercoaster
Episode 1385
As market uncertainty continues around the Trump administration’s trade policy, our Head of Corporate Credit Research Andrew Sheets reflects on the k…
1 year, 1 month ago
The Rise Of The Humanoid Economy
Episode 1384
Our analysts Adam Jonas and Sheng Zhong discuss the rapidly evolving humanoid technologies and investment opportunities that could lead to a $5 trill…
1 year, 1 month ago
What the Tax Debate Could Mean for Markets
Episode 1383
Our strategists Michael Zezas and Ariana Salvatore provide context around U.S. House Republicans’ proposed tax bill and how investors should view its…
1 year, 1 month ago
Can Private Credit Weather Macro Risks?
Episode 1382
Our analysts Vishy Tirupattur and Joyce Jiang discuss the health of private credit as default pressures are building for borrowers amid weaker growth…
1 year, 1 month ago
U.S.-China Trade Truce: What’s Next?
Episode 1381
Equity markets saw big rallies after trade tensions eased over the weekend. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he’s op…
1 year, 1 month ago
The Eye of a Market Storm
Episode 1380
The initial shock of the U.S. administration’s tariff announcements is over, but Andrew Sheets, our Head of Corporate Credit Research, suggests the c…
1 year, 1 month ago