After Trump Win, Where Do Markets Move f...

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

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

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

<p>Watch Carol and Tim LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>.<br><br>Another volatile day on Wall Street pushed the S&amp;P 500 Index back to the brink of a bear market as the Trump administration doubled ... Show More

This is a special edition of the Bloomberg Daybreak: US Edition podcast.      Subscribe to the show:      on Apple: http://bit.ly/3DWYoAN      on Spotify: http://bit.ly/3jGRYiB      Anywhere: http://bit.ly/3J1bct9 On today's episode:      President Donald Trump imposed the steepe ... Show More

My guest today for the second time is Mark Dow. Mark is one of my favourite thinkers on Macro, and his experience at the IMF, the US Treasury, and Wall Street gives him a truly unique perspective for the current moment. As we went through one of the biggest market and policy uphe ... Show More

<p>Dominic Pappalardo, chief multi-asset strategist for Morningstar Investment Management, discusses the escalating US-China trade war, the 90-day tariff pause, and raised recession risk during this market volatility.</p><p><strong>Key Takeaways:</strong></p><p>What an Escalating ... Show More

Markets staged a stunning rebound in the first half of 2025 - after a brutal start that saw the S&P 500 plunge into bear market territory. Anthony and Piers rewind the chaos: Trump’s tariff shock on “Liberation Day,” the inflation scare that followed, and how a market left for de ... Show More

On the day after the election, Wall Street responded in a dramatic way. Some stocks went way up, others went way down. By reading those signals — by breaking down what people were buying and what they were selling — you can learn a lot about where the economy might be headed. Or ... 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

In what he called "Liberation Day", Donald Trump imposed heavy tariffs on countries around the world, falsely claiming they were "reciprocal". In reality, the taxes on imports were based on the US trade deficit with other nations. Ben Norton explains how the Trump administration' ... Show More

Trump proposes a $2,000 “tariff dividend” for Americans, claiming his trade policies made the U.S. rich again. Patrick Bet-David and the crew debate whether it’s smart economic relief or vote-buying, how tariffs could pay down debt, and why both parties keep growing America’s $37 ... Show More

President Donald Trump told reporters last night that he doesn’t want stocks to go down but that “sometimes you have to take medicine to fix something.” A key matter is whether 10% across-the-board tariffs — and country-specific ones as high as 49% — are permanent, considering th ... Show More