Michael Zezas: U.S. Infrastructure - Sectors ...

Our Thematic and Equity Strategist Michelle Weaver and Power, Utilities, and Clean Tech Analyst David Arcaro discuss how investments in AI data centers are affecting electricity bills for U.S. consumers.Read more insights from Morgan Stanley.----- Transcript -----Michelle Weaver: ...  Show more

Our Chief Cross-Asset Strategist Serena Tang discusses how current market conditions are challenging traditional investment strategies and what that means for asset allocation.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I’m Sere ...  Show more

How do developed countries deploy trillions of dollars in government money toward more sustainable infrastructure projects, and what's holding them back? Chris Lewis, the head of the Global Infrastructure team at EY joins the show to talk about which countries are doing it right, ...  Show more

How could the outcome of the US election impact the global economy? BMO Senior Economist Sal Guatieri is joined by Michael Gregory, deputy chief economist at BMO, to discuss the implications and risks associated with the upcoming presidential election. Depending on who is elected ...  Show more

Last week Kwasi Kwarteng, the new UK Chancellor, announced a cut in taxes at the same time that the government was stepping in to subsidise rising energy costs for homes and businesses. The cost of all this dwarfs the money spent on the furlough scheme. That means there’s a heap ...  Show more

On today show we are looking at a tug-of-war that is underway in the financial markets. There is also a competition for capital between government and private enterprise. For the moment it appears as though government is winning that battle for dollars. We have an economy that ...