Yesterday

AI and Jobs: What Data and History Say

Our Global Chief Economist and Head of Macro Research Seth Carpenter discusses whether the economy can adapt fast enough to turn AI into a productivity boom rather than a labor market shock.Read more insights from Morgan Stanley.----- Transcript -----Seth Carpenter: Welcome to Th ... Show More

5 m

Apr 30

The Metric Taking Over Earning Season

Capital spending usually signals how a company is positioning itself for the future. Our Global Head of Fixed Income Research Andrew Sheets explains why this metric is getting more attention from investors.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets ... Show More

4m 49s

Apr 29

Midterm Elections, Affordability and the Fed

Still six months out, the U.S. midterm elections are likely to influence government initiatives to deal with higher energy costs. Our Head of Public Policy Research Ariana Salvatore and Global Chief Economist Seth Carpenter discuss how the Congress and the Fed might react.Read mo ... Show More

11m 24s

Mar 2023

The Great Reopening: What The End of China’s Zero-Covid Strategy Means For Global Energy And Natural Resources

As Covid-19 restrictions lifted around the world and countries stopped reporting on case numbers, the events of 2020 and 2021 faded further into our collective memory. Against the threat of looming recession and a war in Europe, it was easy to forget the turmoil brought on by the ... Show More

31m 37s

Feb 2022

How to manage in an era of geopolitical uncertainty

Amid inflation, an energy crisis, volatile stock markets and increasing scrutiny of big technology firms, there is concern over how tensions between global powers such as the US and Russia might spill over into conflict. The major crisis is around Ukraine, but there are ... Show More

21m 38s

Jan 2024

The Investor's Guide to Geopolitical Analysis and Emerging Markets with Jacob Shapiro

Navigate the intricate web of global markets with me, Michael Gahyit, and my esteemed guest Jacob Shapiro from Cognitive Investments, as we dissect the oft-underestimated role of geopolitical risk in investment strategies. With Jacob's deep expertise in geopolitical futur ... Show More

45m 34s

Apr 2024

Business English News 56 – Deglobalization

https://traffic.libsyn.com/secure/bizpod/BEN56-Deglobalization.mp3 In this Business English News lesson on the trend toward deglobalization, we look at business English vocabulary related to economics and global trade. The past few years have been a very interesting time for the ... Show More

5m 58s

Aug 2022

Strong US jobs data hammers the recession 'optimism'

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

10m 42s

Nov 2022

Where Will The Job Losses Come From?

We are reading the headlines about layoffs that have started across corporate America. Twitter made headlines this week. But then anything involving Elon is making headlines these days. Even Facebook parent Meta is expected to lay off thousands after hiring nearly 42,000 emplo ... Show More

7m 16s

May 2022

Is (De)globalization Ahead?

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

27m 53s

Michael Zezas: Shifting Global Supply Ch...