Could the US Election Reshape the Energy Sect...

Original Release Date: November 19, 2025Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he continues to hold on to an out-of-consensus view of a growth positive 2026, despite near-term risks.Read more insights from Morgan Stanley.----- Transcript -----Welcome to ...  Afficher plus

Original Release Date: November 17, 2025In the first of a two-part episode presenting our 2026 outlooks, Chief Global Cross-Asset Strategist Serena Tang has Chief Global Economist Seth Carpenter explain his thoughts on how economies around the world are expected to perform and ho ...  Afficher plus

So far, President Trump’s “drill, baby, drill,” agenda has proven to be a sharp turn from Biden-era climate initiatives, including the landmark spending bill the Inflation Reduction Act (IRA). And thanks to President Trump’s attempts to claw back control over IRA funds, as well a ...  Afficher plus

Now that Congress has passed and President Trump has signed into law the One Big Beautiful Bill Act, we talk about the final language and what it means for the U.S. energy sector on this episode of Political Climate. We discuss short term implications for solar and wind developer ...  Afficher plus

Earlier this year, President Donald Trump signed an executive order stopping subsidies for renewable energy sources like wind and solar power. He has called attempts to boost green energy in the US the "Green New Scam". We head to Middletown, Ohio, where a hydrogen-powered furnac ...  Afficher plus

President Donald Trump's administration is promising an energy policy overhaul that would fundamentally reshape America's climate and energy policies. Trump and Republican leaders have pledged to pull back from many of the Biden administration's climate actions, incl ...