What do the midterm elections mean for the U.S. economic outlook? Arunima Sinha, from our U.S. and Global Economics teams, examines the potential implications for policy, legislation and the broader economic landscape.Read more insights from Morgan Stanley.----- Transcript ----- ...Show more
Why the Bond Market Remains Calm After the Blue Wave
For investors, the U.S. election was only one part of a much bigger equation. Our Global Head of Fixed Income Andrew Sheets discusses the balance of risks after the midterm results.Read more insights from Morgan Stanley.----- Transcript ----- Andrew Sheets: Welcome to Thoughts on ...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