Podcast Episodes
Back to Search
Midyear Cross-Asset Outlook: Bullish Possibilities
Episode 1128
Our Global Cross-Asset Strategist and Global Chief Economist discuss the state of asset markets at the midway point of 2024, and why the current back…
2 years ago
Seeking Better Value in Emerging Market Debt
Episode 1126
Our Head of Corporate Credit Research explains why the debt of high-rated EM countries is a viable alternative for investors looking for high yields …
2 years ago
Get Ready for a Summer Travel Boom
Episode 1125
Our research shows travelers are willing to spend more this summer than last. U.S. Thematic Strategist Michelle Weaver explains how this will impact …
2 years ago
The Narrow Scope of US Tariffs on China
Episode 1124
Our Global Head of Fixed Income and Thematic Research explains that the Biden administration’s new tariffs on Chinese imports are narrower than those…
2 years ago
Lessons from Retail Success Stories
Episode 1123
Our Retail Analyst discusses the key strategies that have propelled a select few companies in U.S. consumer retail amid a challenging demand backdrop…
2 years ago
Spring IMF Meetings Spark Cautious Optimism
Episode 1122
Our experts highlight their biggest takeaways from the International Monetary Fund’s recent meetings, including which markets around the globe are on…
2 years ago
How Mexico’s Elections Could Change Global Markets
Episode 1121
Morgan Stanley’s Chief Latin America Strategist explains the importance of Mexico’s upcoming presidential election, laying out the possible investmen…
2 years, 1 month ago
The Fed Sends a Clear Message
Episode 1120
Our Chief Fixed Income Strategist explains why the Federal Reserve’s most recent meeting was so consequential, and the likeliest path ahead for inter…
2 years, 1 month ago
Can U.S. Dollar Dominance Continue?
Episode 1119
Our expert panel explains the U.S. dollar’s current status as the primary global reserve currency and whether the euro and renminbi, or even crypto c…
2 years, 1 month ago