Seth Carpenter: China’s Impact on Global Grow...

Our Global Head of Fixed Income Research Andrew Sheets explains how key market indicators reflect a constructive view around the global cyclical outlook, despite a volatile start to 2026.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Though ...  Show more

With the U.S.-Canada-Mexico Agreement coming up for review, our Head of Public Policy Research Ariana Salvatore unpacks whether our 2025 call for deeper trade integration still holds.Read more insights from Morgan Stanley.----- Transcript -----Ariana Salvatore: Welcome to Thought ...  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 ...

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

US inflation is at a 40-year high and the UK is effectively in recession as demand slows for Chinese-made goods. Prime Minister Boris Johnson, though addressing the British economy, could have been speaking for the whole world when he said in a recent interview that “we’re going ...  Show more

Major indexes all closed higher after the central bank, as expected, held rates steady for a second straight meeting. We dig in on chair Powell’s commentary and what it means for the markets. Plus, Yum Brands, Estee Lauder and Canada Goose among the companies raising concerns ...