Why Immigration Matters for Global Econo...

Our analysts Andrew Sheets and Martijn Rats discuss why a prolonged disruption of oil flow through the Strait of Hormuz would be unprecedented—and nearly impossible for the market to absorb.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Tho ... Show More

Our Chief Cross-Asset Strategist Serena Tang discusses how rising oil prices and geopolitical tensions could make stocks and bonds move in the same direction, challenging one of the key principles of portfolio diversification.Read more insights from Morgan Stanley.----- Transcrip ... Show More

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why history, technicals and fundamentals suggest a clearer runway for U.S. stocks six months out, despite geopolitical concerns.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Ma ... Show More

Europe, home to some of the world's largest and most advanced economies, has been experiencing nearly two decades of economic stagnation, falling behind the USA in raw output. Despite high living standards, competitive salaries, and excellent education, the continent faces self-i ... Show More

<p>On today’s show we are talking about the law of supply and demand. This is one of those principles that I treat with the same reverence as a law of physics. It’s a little like gravity. If you try to fight gravity, you’re probably going to come out on the losing end of that bat ... Show More

<p>On today’s show, we’re talking about a global perspective of growth. The World Economic Forum opened this week in Davos Switzerland. The price of admission to that conference is high, but the networking is awesome. If you’re like me and have projects to get done, you’re probab ... Show More

<p>In the latest <em>Facts vs Feelings</em>, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss recent Middle East tensions involving the U.S. and Iran, the surprisingly minimal market reaction despite high geopolitical stakes, and insi ... Show More

The country is facing a labour shortage following decades of low birth rate and depopulation.By the year 2032, it’s estimated South Korea will need more than 890,000 additional workers to maintain the country’s long term economic growth goal of 2%.But with 95% of the country’s po ... Show More

In The Great Disconnect: Hopes and Fears After the Excess of Globalization, Marco Magnani explores the factors that are driving the crisis of globalization we are currently experiencing.Magnani teaches international economics at LUISS University in Rome and Università Cattolica i ... Show More

Even before there was talk of a trade war between the US and EU, Europe was on the economic backfoot. But it wasn’t always the case. In 2008, the EU was the world’s biggest economy - today, the US economy is $9.5 trillion bigger than the EUs. So what has happened?Presented and pr ... Show More

Les Nanberg of Cornerstone Wealth Management in Boston said he sees big slowdowns in economic activity around the world, including the United States, and ntoed that itnerest rate cuts will not do much to stem weakness, especially with a trade war making growth and recovery more d ... Show More

Is America running on three economies at once? Zaid Admani sits down with Kyla Scanlon (economist, creator, and New York Times bestselling author) to break down the speculative economy, the real economy, and the meme economy.We dive into whether AI is a bubble and why its trillio ... Show More