Could the US Election Reshape the Energy Sect...

Arunima Sinha, from the U.S. and Global Economics team, discusses how an upcoming Supreme Court decision could reshape consumer prices, retail margins and the inflation outlook in 2026.Read more insights from Morgan Stanley.----- Transcript -----Arunima Sinha: Welcome to Thoughts ...  Show more

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

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 ...  Show more

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 ...  Show more

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 ...  Show more

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 ...