New Tariffs, New Patterns of Trade

Our Chief Cross-Asset Strategist Serena Tang discusses how current market conditions are challenging traditional investment strategies and what that means for asset allocation.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I’m Sere ...  عرض المزيد

To conclude their two-part discussion, our Head of Corporate Credit Research Andrew Sheets and Chief Investment Officer for Morgan Stanley Wealth Management Lisa Shalett discuss the outlook for inflation and monetary policy, with implications for investment-grade credit.Read more ...  عرض المزيد

Global trade is entering a new phase marked by unpredictability. Marc Gilbert and Michael McAdoo discuss how companies can respond by building supply chain flexibility, strengthening scenario planning, and enhancing their understanding of geopolitical developments. Learn More:Mar ...  عرض المزيد

My guest today for the second time is Mark Dow. Mark is one of my favourite thinkers on Macro, and his experience at the IMF, the US Treasury, and Wall Street gives him a truly unique perspective for the current moment. As we went through one of the biggest market and policy uphe ...  عرض المزيد

President Trump announced a 90-day pause on retaliatory tariffs and a lower 10% reciprocal tariff for most countries. Meanwhile, the trade dispute with China is heating up. (00:21) Jason Moser and Ricky Mulvey discuss: - The market’s extreme reactions to tariff news. - China’s “ ...  عرض المزيد

In today's video we examine Donald Trump's plan to rebalance global trade using tariffs, try to understand the issues with international trade that have been pushing the United States and other countries in this protectionist direction, and if tariffs can be expected to improve t ...  عرض المزيد