Europe’s Demographic Dilemma

With volatility and oil prices up while Fed policy is easing, our CIO and Chief U.S. Equity Strategist Mike Wilson breaks down why today’s selloff is giving flashbacks to March 2025—and why he believes his bull case still holds.Read more insights from Morgan Stanley.----- Transcr ...  Show more

Our Head of Asia Technology Research Shawn Kim explains what disruptions to shipping in the Strait of Hormuz could mean for the global semiconductor supply chain and the immediate future of AI infrastructure.Read more insights from Morgan Stanley.----- Transcript -----Welcome to ...  Show more

Europe, home to some of the world's largest and most advanced economies, has been experiencing nearly two decades of economic stagnation, falling behind the USA in raw output. Despite high living standards, competitive salaries, and excellent education, the continent faces self-i ...  Show more

There has been a lot of press on how Europe is facing deindustrialization, where manufacturing employment is in terminal decline and the continent can no longer compete due to high energy prices, economic competition, and other factors. In today's video we try to work out if Euro ...  Show more

On today’s show we are talking about the law of supply and demand. This is one of those principles that I treat with the same reverence as a law of physics. It’s a little like gravity. If you try to fight gravity, you’re probably going to come out on the losing end of that bat ...

On today’s show we are looking at our human ability to forecast non linear effects and in particular how this relates to economic forecasts. We are accustomed to looking at the world in very linear ways. When we see a car approaching most people are pretty good at estimating whet ...  Show more