Democrats delivered a stronger-than-expected performance in the midterms. Our Head of Public Policy Research Ariana Salvatore examines what the results could mean for Washington’s policy priorities, the balance of political power and the investment landscape.Read more insights fr ...Show more
Solving AI’s Power Bottleneck
Our analysts Andrew Percoco and David Arcaro break down how AI’s surging energy demand could reshape the way we produce, store and use power. Read more insights from Morgan Stanley.----- Transcript ----- Andrew Percoco: Welcome to Thoughts on the Market. I'm Andrew Percoco, Morga ...Show more
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 ...Show more
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 ...Show more
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 ...Show more