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

Our Global Head of Fixed Income Research Andrew Sheets examines why investors might be overlooking the stability and performance of UK assets, despite persistent negative sentiment.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on ... Show More

Robotaxis are accelerating along the road to commercial viability. Auto and Shared Mobility Analysts Andrew Percoco and Tim Hsiao discuss what this rapid development means for global investors.Read more insights from Morgan Stanley.----- Transcript -----Andrew Percoco: Welcome to ... Show More

The potential path to a durable U.S.–Iran agreement has twists and obstacles ahead. Our Head of U.S. Public Policy Research Ariana Salvatore discusses current negotiations and the impact of recent developments for investors.Disclaimer: Important note regarding economic sanctions. ... Show More

<p>Join us on MovingMarkets as we break down the market implications of a potential second term for Donald Trump. With his pro-growth policies, including corporate tax cuts, deregulation, and new tariffs, investors are betting on a boost to US stocks, the US dollar, and crypto as ... Show More

US President Donald Trump’s tariff strategy is reshaping trade, diplomacy, and the American economy. The levies have sparked turmoil in financial markets, but are already bringing in billions of dollars in revenue for the US Treasury. So far, the global economy has held up better ... Show More

<p>President-elect Trump isn't in office yet but is already threatening tariffs against key trading partners: Mexico, Canada, and China. As tensions rise, industries from automobiles to agriculture are bracing for potential price hikes and disruptions. We explore how these tariff ... 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

The markets reacted forcefully to Donald Trump's victory in the US presidential election, with US stocks, bond yields, and the dollar rising sharply in response. Goldman Sachs Research’s Christian Mueller-Glissmann, head of asset allocation research, and Brian Garrett, head of Eq ... Show More

<p>Midweek turmoil hit global chip stocks following reports of tighter US export restrictions and rising geopolitical tensions, spurred by remarks from former President Donald Trump.</p><br><p>We also unpack comments from the former US President on his thoughts on Federal Reserve ... Show More

<p>With Mr Trump confirmed as the next US President and a Republican sweep priced in as a 94% probability, US equities, especially those likely to benefit from his policy changes, took off yesterday. The rally was echoed by the US dollar and Bitcoin. US Treasuries sold off on exp ... Show More

Donald Trump is pushing ahead with another 50 per cent tariff on Chinese goods, and there are questions about what will happen to nearly $2tn worth of pledges to invest in the US because of the levies. Plus, the FT’s Katie Martin explains why a selloff in US Treasuries could mean ... Show More

Markets hit some rough patches yesterday, with all major European indices closing lower, followed by similar losses across the three main US benchmarks. Revised US data revealed an upward adjustment to second-quarter GDP, while jobless claims came in below expectations. This prom ... Show More