Michael Zezas: Shifting Global Supply Ch...

In the first of a two-part discussion, our roundtable explores how AI investment, trade and consumer spending are sustaining global growth, and what could put that resilience at risk.Read more insights from Morgan Stanley.----- Transcript ----- Seth Carpenter: Welcome to Thoughts ... Show More

Can markets absorb this much new debt? Our panel examines strong demand for investment-grade bonds, stress in high-yield debt and the macro risks that could shape the next six to twelve months in credit markets.Read more insights from Morgan Stanley.----- Transcript ----- Andrew ... Show More

With AI startups scaling at record speed, our analysts Sabrina Hao, Adam Wood and Brian Nowak share takeaways from Morgan Stanley's Spark Conference on AI returns, competitive moats and implications for public markets. Read more insights from Morgan Stanley.----- Transcript ----- ... Show More

Amid the Russia-Ukraine conflict, COVID-19 lockdowns and associated supply chain disruptions, globalization is arguably facing its biggest test of the post-Cold War era. In this episode of Exchanges at Goldman Sachs, Adam Posen, president of the Peterson Institute for Internation ... Show More

<p>On today’s show we are taking a look at the near-shoring trend and how it has maybe been upended in the past couple of weeks since the inauguration of the new President. </p> <p>On the minds of most business leaders in manufacturing are some important questions.</p> <p>If the ... Show More

Gad Allon, Wharton Professor of Operations, Information, and Decisions, explores the current state of global supply chains—from the lingering effects of the pandemic and industrial disruptions to the trade-offs between cost efficiency and resilience—and explains how emerging tech ... Show More

The intricate web of global supply chain management is the lifeline of today’s economy, seamlessly bridging the gap between production and consumption across international borders. With an ever-evolving landscape, businesses face many challenges—from unpredictable disruptions to ... Show More

How disruption in a single port, factory or freight centre can cause global chaos. Ed Butler speaks with Stavros Karamperidis, an expert in maritime economics at the University of Plymouth, and Kent Jones, professor of economics at Babson College in the US. Meanwhile, chief econo ... Show More

Increasingly, US companies are 'nearshoring' - moving their operations closer to home.Cities in the north of Mexico, like Monterrey, are seeing a manufacturing boom. We speak to some of the companies who are cashing in, and ask, is this a renaissance that will last?Plus we look a ... Show More

After decades of industrial policy that favored globalization and free trade, we are entering a new era. Prompted by the pandemic, climate change, rising geopolitical tensions and economic concerns, countries and groups of countries are once again using the power they have to int ... Show More

In 1992, Canada, Mexico, and the U.S. signed NAFTA, the North American Free Trade Agreement, and the global business landscape began transforming. Pankaj Ghemawat, a professor at NYU’s Stern School of Business, studies how companies have adjusted their strategies to that disrupti ... Show More

<p>Is the Fed caught between a rock and a hard place? It faces a stark choice between reducing inflation while maintaining economic growth, Blackrock Investment Institute’s Alex Brazier recently wrote a piece on our new blog series Macro Take and sits down with host Oscar Pulido ... Show More