4 Market Signals Ahead of the Midterms

Betsy Graseck and Michael Cyprys explore how AI could expand advisor capacity and tokenized assets could grow into a $2.3 trillion market by 2030.Read more insights from Morgan Stanley.----- Transcript ----- Betsy Graseck: Welcome to Thoughts on the Market. I'm Betsy Graseck, Mor ...  Afficher plus

Our China Industrials Analyst Sheng Zhong explains how AI, robotics and a major investment cycle could transform China’s manufacturing base and its role in global supply chains.Read more insights from Morgan Stanley.----- Transcript -----Sheng Zhong: Welcome to Thoughts on the Ma ...  Afficher plus

The market is waiting for more clarity on tariffs. Fund managers are already making moves. (0:21) Bill Barker and Ricky Mulvey discuss: - How the market could react to tariff liberation day. - The impact from current tariffs for Harley Davidson. - If the motorcycle manufacturer ...  Afficher plus

Market uncertainty is on everyone’s mind. Given rising interest rates, inflation, the crypto crash, and other economic trends (hello, recession?), we talk about what this current climate means in the long term for beginner and seasoned investors alike. Custom music by Davis Jone ...  Afficher plus

Markets seem to be taking tariffs and landmark changes in global trade policy in stride. Goldman Sachs’ Jan Hatzius and Dom Wilson discuss the impact of tariffs on inflation and growth, and their outlook for the second half of 2025. This episode was recorded on July 17, 2025. Lea ...  Afficher plus

Procter & Gamble is kicking off a lineup of earnings for consumer staples stocks as investors look for insight into spending trends. Goldman Sachs' Jason English lays out the sector's trade. Plus, Citigroup says it's premature to rule out the potential for a credit crunch in t ...