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US Economy: What Could Go Wrong
Episode 1233
Our Head of Corporate Credit Research and Global Chief Economist explain why they’re watching the consumer savings rate, tariffs and capital expendit…
1 year, 8 months ago
How Safe is AI?
Episode 1232
Mike Canfield, Morgan Stanley’s Head of Europe Sustainability Research, discusses why ensuring safe and responsible artificial intelligence is essent…
1 year, 8 months ago
US Elections: The Outlook For Asia
Episode 1231
Our Global Head of Fixed Income and Thematic Research Michael Zezas and Chief Asia Economist Chetan Ahya discuss how the upcoming US elections might …
1 year, 8 months ago
Economics Roundtable: US Election And Tariffs
Episode 1230
The rhetoric around the US elections is heating up, and tariffs have become a central theme – to rally for or against. In Part II of our roundtable d…
1 year, 8 months ago
Economics Roundtable: Central Banks Turn the Corner
Episode 1229
Morgan Stanley’s chief economists take stock of a resilient global economy that has weathered a recent period of market volatility, in Part I of our …
1 year, 8 months ago
Why the Fed’s Next Move May Matter Less
Episode 1228
Following the US Federal Reserve’s September rate cut, labor data may have more impact on markets than further cuts. Andrew Sheets, Head of Corporate…
1 year, 8 months ago
Can China’s Stimulus Shift Its Economy?
Episode 1227
Our Chief China Economist Robin Xing and Chief China Equity Strategist Laura Wang discuss how markets have responded to rate cuts and commitments to …
1 year, 8 months ago
What Could the Dockworkers’ Strike Mean for Growth and Inflation?
Episode 1226
Thousands of U.S. dockworkers have gone on strike along the East Coast and Gulf Coast. Our Global Head of Fixed Income and Thematic Research Michael …
1 year, 8 months ago
The Potential Domino Effect of US Tariffs
Episode 1225
Our US public policy and global economics experts discuss how an escalation of US tariffs could have major domestic and international economic implic…
1 year, 8 months ago
The Impact of Central Bank Pivots
Episode 1224
Our CIO and Chief US Equity Strategist Mike Wilson takes a closer look at the potential ramifications of the sharp central bank policy shifts in the …
1 year, 8 months ago