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Big Debates: The AI Evolution
Episode 1296
In the first of a special series, Morgan Stanley’s U.S. Thematic and Equity Strategist Michelle Weaver discusses new frontiers in artificial intellig…
1 year, 5 months ago
2025: Setting Expectations
Episode 1295
Our Head of Corporate Credit Research, Andrew Sheets, offers up bull, bear and base cases for credit markets in the year ahead.
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1 year, 5 months ago
Market Implications of Trump’s Agenda
Episode 1294
With the inauguration of President-elect Donald Trump approaching, our Global Head of Fixed Income and Public Policy Research weighs the impact for i…
1 year, 5 months ago
What Could Shape the Global Economy in 2025
Episode 1293
Our Global Chief Economist Seth Carpenter weighs the myriad variables which could impact global markets in 2025, and why this year may be the most un…
1 year, 5 months ago
Will 2024’s Weak Finish Extend into the New Year?
Episode 1292
Our CIO and Chief U.S. Equity Strategist Mike Wilson considers the year-end slump in U.S. stocks, and whether more market-friendly policies can chang…
1 year, 5 months ago
Lessons to Take Into 2025
Episode 1291
With the start of the new year, our Head of Corporate Credit Research Andrew Sheets looks back to look ahead at trends for credit and other markets i…
1 year, 5 months ago
A Bumpy Road Ahead for Onshoring EVs
Episode 1290
Our Head of Global Autos & Shared Mobility Adam Jonas discusses why the electric vehicle market may see a small reset in 2025, but ultimately acceler…
1 year, 5 months ago
Special Encore: Will US Tariffs Drive Mexico Closer to China?
Episode 1288
Original Release Date November 22, 2024: Our US Public Policy Strategist Ariana Salvatore and Chief Latin America Equity Strategist Nikolaj Lippmann …
1 year, 5 months ago
Special Encore: Uncertainty Surrounds 2025 U.S. Equities Outlook
Episode 1287
Original Release Date November 26, 2024: Morgan Stanley’s CIO and Chief U.S. Equity Strategist Mike Wilson joins Andrew Pauker of the U.S. Equity Str…
1 year, 5 months ago
Special Encore: A $10 Trillion Opportunity in US Reshoring
Episode 1286
Original Release Date October 25, 2024: After decades of offshoring, the pendulum for US manufacturing is swinging back toward domestic production. O…
1 year, 5 months ago