Podcast Episodes
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U.S. Economy: Solid Footing For Now, Uncertainty Ahead
Episode 1377
With the May FOMC meeting in progress, our analysts Matt Hornbach and Michael Gapen offer perspective on U.S. economic projections and whether market…
1 year, 1 month ago
Munis: Tax-Free Income in Times of Stress
Episode 1376
Morgan Stanley Research analyst Mark Schmidt and Investment Management’s Craig Brandon discuss the heightened uncertainty in the U.S. municipal bonds…
1 year, 1 month ago
Why the UK May Be Poised for a Surprising Rebound
Episode 1375
Despite news that the UK economy is set to slow due to uncertainty around US trade policy, our analysts Andrew Sheets and Bruna Skarica explain why t…
1 year, 1 month ago
Can South Korea Afford To Grow Old?
Episode 1374
Our Chief Korea and Taiwan Economist Kathleen Oh discusses Korea's recent pension reform and its implications for the country's rapidly aging populat…
1 year, 1 month ago
A Possible Roadmap for U.S. Tariff Policy
Episode 1373
Our analysts Michael Zezas and Rajeev Sibal unpack the significance of a little-discussed clause in the Trump administration’s tariff policy, which s…
1 year, 1 month ago
Is the Oil Market Flashing a Potential Recession Warning?
Episode 1372
Our Global Commodities Strategist Martijn Rats discusses the ongoing volatility in the oil market and potential macroeconomic scenarios for the rest …
1 year, 1 month ago
What Should Investors Expect from Earnings Season?
Episode 1371
Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses how market volatility over the last month will affect equity markets as earnings seaso…
1 year, 1 month ago
Tariffs Could Drag on Growth in Asia as Well as U.S.
Episode 1370
Our U.S. and Asia economists Michael Gapen and Chetan Ahya discuss how tariff uncertainty is shaping their expectations for these economies over the …
1 year, 1 month ago
Will Housing Prices Keep Climbing?
Episode 1369
Our Co-Heads of Securitized Products Research Jay Bacow and James Egan explain how mortgage rates, tariffs and stock market volatility are affecting …
1 year, 1 month ago
Is the Beverage Industry Drying Up?
Episode 1367
Morgan Stanley’s Head of European Consumer Staples, Sarah Simon, discusses why aging populations, wellness trends and Gen Z’s moderation are putting …
1 year, 1 month ago