Pricing In the Likely Republican Sweep

Pricing In the Likely Republican Sweep

MORGAN STANLEYMORGAN STANLEY

Up next

Could the U.S. Target a Weaker Dollar?

Our Global Head of FX and EM Strategy James Lord and Global Chief Economist Seth Carpenter discuss what’s driving the U.S. policy for the dollar and the outlook for other global currencies.Read more insights from Morgan Stanley.----- Transcript -----James Lord: Welcome to Thought ...  Show more

 . 10min 44sec
The Political Cost of the AI Buildout

More Americans are blaming the AI infrastructure expansion for rising electricity bills. Our Head of Public Policy Research Ariana Salvatore explains how the topic may influence policy announcements ahead of the midterm elections.Read more insights from Morgan Stanley.----- Trans ...  Show more

 . 4min 19sec

Recommended Episodes

Count down to the US election | MarketTalk: What’s up today? | Swissquote
🇬🇧 Stay ahead of the markets with Swissquote

On Friday, the US announced a meagre 12K nonfarm job additions last month, the manufacturing and private nonfarm payrolls printed negative numbers. But the bright spot was that unemployment remained steady at 4.1% - suggesting that the NFP number probably took a one-off hit, and ...  Show more

 . 11min 13sec
Wellington's Khurana: Broad election results will impact bond yields for years
Money Life with Chuck Jaffe

Brij Khurana, fixed income portfolio manager at Wellington Management, says that if either political party sweeps the election in November -- winning the presidency and control of Congress and the Senate -- the result will be higher bond yields, because the market will price in g ...  Show more

 . 1h 1min
Market Volatility Raises Risk-On or Risk-Off Question
Bloomberg Businessweek

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams discusses that while the cues from S&P 500 earnings generally support the outlook for stocks this year, the market's tolerance for risk is being ...  Show more

 . 34min 9sec
Interest Rate Declines Will Bring Fated "Soft Landing," Says Earnings Maestro Sam Burns
Forward Guidance

In January of 2023, a time where extreme pessimism on stocks and the economy reigned, Sam Burns, founder of Mill Street Research, shared his bullish outlook on equities with Jack. Now that his prediction has come true, Sam returns to Forward Guidance to explain why he is much les ...  Show more

 . 1h 3min