Seth Carpenter: Is a Global Recession Up...

<p>Our Chief U.S. Economist Michael Gapen breaks down how growth, inflation and the AI revolution could play out in 2026.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" rel="noopener noreferrer" target="_blank">insights</a>&nbs ... Show More

<p>Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors might want to reassess their portfolios, keeping in mind the gap between market moves and monetary policy.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-1 ... Show More

<p>As market murmurs about an AI bubble, our Head of Corporate Credit Research Andrew Sheets offers some perspective on the impacts of the increasing demand for debt.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" rel="noopener ... Show More

<p>Oh today’s show we are talking about the current macro economic climate and provide a forecast for interest rates for the second half of this year. </p> <p>The fact is that we live in an interconnected world and the attempts by central bankers to look at the economic condition ... Show More

US inflation is at a 40-year high and the UK is effectively in recession as demand slows for Chinese-made goods. Prime Minister Boris Johnson, though addressing the British economy, could have been speaking for the whole world when he said in a recent interview that “we’re going ... Show More

Last year, Larry Summers famously shot down one of the Federal Reserve's favorite buzzwords, "transitory." This year, he's taking aim at "soft landing."The Harvard University professor, former Treasury secretary and paid Bloomberg contributor says a combination of high inflation ... Show More

<p>Gas prices are high, unemployment is low and the tools the federal government has to fight inflation could cause a recession. So how should we think about the economy right now? We asked our econ reporters and a personal finance columnist for advice.&nbsp;</p><p><br></p><p>Rea ... Show More

It’s been a long time since anyone in America or Europe had to think seriously about inflation. But the highest U.S. numbers since 2009 have rattled financial markets and critics of President Joe Biden are warning that his big spending could trigger a full-blown 70s-style price s ... Show More

The past few years have been marked by two economic trends that have affected pretty much everyone on the planet. The first is the cost of living crisis that followed the Covid pandemic and was made worse by Russia’s invasion of Ukraine. That saw prices in the shops soar - in man ... Show More

Strong US jobs data revived the Federal Reserve (Fed) hawks on Friday. The US 10-year yield jumped, and the US dollar gained. Gold gave back a part of gains, and US stocks closed in the negative, although the three major US indices closed the first week of August in the positive. ... Show More

<p>The global economy has weathered the most tumultuous century in modern history and most of the previous financial crises have shared similarities from which we can learn.</p> <p>So writes Dr Linda Yueh, CBE, in her new book, The Great Crashes: Lessons from Global Meltdowns and ... Show More

A rallying stock market and better-than-expected second-quarter economic growth are just the latest developments pointing Wall Street skeptics to the possibility of a US “soft landing.” That’s where the Federal Reserve gets inflation back down to around 2% without triggering a do ... Show More