Trump 2.0 and the Potential Economic Impact o...

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

Our co-heads of Securitized Products Research Jay Bacow and James Egan discuss the impact of upcoming regulatory changes on U.S. mortgage rates and home sales.Read more insights from Morgan Stanley.----- Transcript -----Jay Bacow: It is March and there's some madness going on. I' ...  Show more

Almost a month since ‘liberation day’, the potential impacts of President Donald Trump’s tariff regime are starting to sink in. US hard data isn’t yet showing much negative impact from changes to US trade policy – but economists are gloomy on US growth prospects. The IMF last wee ...  Show more

I break down a fundamental debate on immigration policy. Sohrab sees immigration restrictions as a way to drive up wages and make Americans richer. I believe immigration is about more than just dollars and cents; it's about respecting the rule of law and preserving our national i ...  Show more

<span style="color: rgb(0, 0, 0); background-color: transparent;">In an interview broadcast on Sunday, President Donald Trump </span><a href="https://www.washingtonpost.com/politics/2025/03/09/trump-recession-economy-inflation/?utm_source=podcasts&utm_medium=referral&u ...

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) President Donald Trump said the US economy faces “a period of transition,” deflecting concerns about the risks of a slowdown as his early focus on tariffs and federal job cuts causes mar ...  Show more