Michael Zezas: U.S. Infrastructure - Sec...

Credit spreads are at the lowest levels in more than two decades, indicating health of the corporate sector. However, our Head of Corporate Credit Research Andrew Sheets highlights two forces investors should monitor moving forward.Read more insights from Morgan Stanley.----- Tra ... Show More

From China’s rapid electric vehicle adoption to the rise of robotaxis, humanoids, and flying vehicles, our analysts Adam Jonas and Tim Hsiao discuss how AI is revolutionizing the global auto industry.Read more insights from Morgan Stanley.----- Transcript -----Adam Jonas: Welcome ... Show More

Markets have already priced in a Fed cut, given the mixed economic data in the July labor and CPI prints. Our Global Economist Arunima Sinha makes the case for why we’re standing by our baseline call for a higher bar for a rate cut. Read more insights from Morgan Stanley.----- Tr ... Show More

How do developed countries deploy trillions of dollars in government money toward more sustainable infrastructure projects, and what's holding them back? Chris Lewis, the head of the Global Infrastructure team at EY joins the show to talk about which countries are doing it right, ... Show More

The recent updates on the Biden Administration's infrastructure bills raise a serious question: what counts as infrastructure? Today on the show, we speak with two economists on the topic. 

How could the outcome of the US election impact the global economy? BMO Senior Economist Sal Guatieri is joined by Michael Gregory, deputy chief economist at BMO, to discuss the implications and risks associated with the upcoming presidential election. Depending on who is elected ... Show More

Last week Kwasi Kwarteng, the new UK Chancellor, announced a cut in taxes at the same time that the government was stepping in to subsidise rising energy costs for homes and businesses. The cost of all this dwarfs the money spent on the furlough scheme. That means there’s a heap ... Show More

On today show we are looking at a tug-of-war that is underway in the financial markets. There is also a competition for capital between government and private enterprise. For the moment it appears as though government is winning that battle for dollars. We have an economy that is ... Show More

The $1.2 trillion infrastructure bill has passed Congress, but what exactly is in it? Today, the important, surprising, delightful line items. | Subscribe to our weekly newsletter here. Learn more about sponsor message choices: podcastchoices.com/adchoices NPR Privacy Policy 

Dave Sekera on Twitter @MstarMarkets Companies mentioned in this episode:Caterpillar (CAT); Deere (DE); US Concrete (USCR); 3M (MMM); Emerson (EMR); Honeywell (HON); Hubbell (HUBB); Fluor (FLR), Volkswagen (VWAPY); BMW (BMWYY); Ford (F); General Motors (GM); Tesla (TSLA); Socieda ... Show More

Pourquoi ? Quels impacts sur l'économie et les investisseurs ? 

– How do ETFs trade? – The path to financial stability – Income from funding LMI? – In whose name should I invest? – Will inflation hurt share prices? – Do ETFs inflate the prices of big companies? – Please have a rant!See omnystudio.com/listener for privacy information.