Trump 2.0 and the Potential Economic Impact o...

Our Chief Cross-Asset Strategist Serena Tang explains why investors should stay constructive in 2026, even as oil prices and geopolitics add volatility.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I’m Serena Tang, Morgan Stanley’ ...  Show more

Our Global Chief Economist and Head of Macro Strategy Seth Carpenter gives his midyear outlook, highlighting why AI investment and U.S. consumers remain key growth engines amid energy shocks.Read more insights from Morgan Stanley.----- Transcript -----Seth Carpenter: Welcome to T ...  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