Will US Tariffs Drive Mexico Closer to China?

Our Strategist Michelle Weaver talks to Michael Zezas and Jessica Alsford, Co-Directors of the Morgan Stanley Institute, about how AI, energy resilience and industrial policy are changing investment decisions.Read more insights from Morgan Stanley.----- Transcript -----Michelle W ...  Show more

Our Global Head of Thematic and Sustainability Research Stephen Byrd explains why the recent AI infrastructure selloff may reflect technical pressures, not weakening fundamentals.Read more insights from Morgan Stanley.----- Transcript -----Stephen Byrd: Welcome to Thoughts on the ...  Show more

When President Trump came to power in 2016 he vowed he would scrap the international trade agreements he believed had cost a huge number of US jobs, and declared his intent to tip the trade balance back in America's favour. He wanted to take on China and what he saw as its domina ...  Show more

Even before taking office, President-elect Donald Trump has threatened to impose huge trade tariffs on Mexico, deport millions of undocumented Latino migrants out of the United States and crack down on the flow of drugs like fentanyl from Latin America into the US. And he's threa ...  Show more

The Trump administration’s 25% tariffs on goods from Canada and Mexico are now in effect. Is this a negotiation tactic? A new long-term reality? (00:21) Jason Moser and Ricky Mulvey discuss: - The impacts of tariffs on investors and companies. - If Target is a value play. - Okta ...  Show more

This week, Pedro and Fil examine Trump’s volatile tariff policies and ask whether they’re a chaotic trade war or a calculated financial strategy. They delve into the potential motives behind targeting China, the winners and losers in this economic standoff, and what it all means ...  Show more