Why Immigration Matters for Global Econo...

Tom Wigg and Stephen Byrd discuss the accelerating pace of AI breakthroughs, the forces driving them and why the next phase of development may look very different from anything we’ve seen so far. Read more insights from Morgan Stanley.----- Transcript ----- Tom Wigg: Welcome to T ... Show More

Major U.S. stock indexes have rebounded sharply in recent weeks. Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses the fundamentals that could support the continuation of the bull market.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts ... Show More

Kevin Warsh, President Trump’s nominee for the next Fed Chair, testified in front of the Senate earlier this week. Our Global Head of Fixed Income Research Andrew Sheets presents key takeaways from the two-and-half-hour testimony.Read more insights from Morgan Stanley.----- Trans ... 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

When it comes to big questions about the economy, we're still kind of in the dark ages. Why do some economies grow so much faster than others? How long is the next recession going to last? How do we stop inflation without wrecking the rest of the economy? These questions are the ... 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