Chetan Ahya: When Will China’s Economy Reopen...

As AI investment keeps growing, our strategists Carolyn Campbell and Vishwas Patkar discuss the many ways tech infrastructure gets financed and the opportunities for investors.Read more insights from Morgan Stanley.----- Transcript -----Carolyn Campbell: Welcome to Thoughts on th ...  Show more

AI’s appetite for memory has turned chips into an inflationary factor. Our U.S. Public Policy Strategist Ariana Salvatore looks at what policymakers could do to reduce that pressure.Read more insights from Morgan Stanley.----- Transcript -----Ariana Salvatore: Welcome to Thoughts ...  Show more

En Chine, l’activité industrielle est repartie sur les chapeaux de roue en février. L'économie chinoise semble se relever plus rapidement que prévu. Elle sort de trois ans d’isolement imposé au nom de la politique « zéro covid ». Ces bons chiffres de l'industrie sont bienvenus à ...  Show more

As Covid-19 restrictions lifted around the world and countries stopped reporting on case numbers, the events of 2020 and 2021 faded further into our collective memory. Against the threat of looming recession and a war in Europe, it was easy to forget the turmoil brought on by the ...  Show more

China, the so-called engine of global growth, seems to be stalling badly right now. The country is facing rising unemployment, falling factory output and a collapsing property market. Plus, a growing number of regular Chinese citizens are complaining that the country's tough anti ...  Show more

Oh today’s show we are talking about the current macro economic climate and provide a forecast for interest rates for the second half of this year. 

The fact is that we live in an interconnected world and the attempts by central bankers to look at the economic condition ...