Can AI Chip Demand Outrun the Power Crunch?

Our Asia Energy analyst Mayank Maheshwari discusses how AI, new factories and cooling systems are boosting electricity demand in Asia and reshaping local power structure.Read more insights from Morgan Stanley.----- Transcript ----- Welcome to Thoughts on the Market. I’m Mayank Ma ...  Show more

Concerns over electricity bills and water use are turning into political action. Our Head of Public Policy Research Ariana Salvatore breaks down what the midterms mean for the data center pipeline, hyperscaler CapEx and investors.Read more insights from Morgan Stanley.----- Trans ...  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