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Nov 2024
9m 19s

Will US Tariffs Drive Mexico Closer to C...

MORGAN STANLEY
About this episode
Our US Public Policy Strategist Ariana Salvatore and Chief Latin America Equity Strategist Nikolaj Lippmann discuss what Trump’s victory could mean for new trade relationships. 
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Today
‘March Madness’ for Markets Too
As the Iran conflict upends market narratives, our Global Head of Fixed Income Research Andrew Sheets offers his take on how to view the historic disruption happening in March and what the next few weeks could bring.Read more insights from Morgan Stanley.----- Transcript -----And ... Show More
4m 7s
Yesterday
Europe’s Banks Navigate Uncertainty
Live from Morgan Stanley’s European Financials Conference, our Head of European Banks Alvaro Serrano and European Equity Research Banks Analyst Giulia Aurora Miotto discuss how geopolitics, private credit risk and AI are testing how resilient banks really are.Read more insights f ... Show More
4m 36s
Mar 18
Oil Shock Hits the U.S. Consumer
A prolonged oil disruption is pushing gas prices higher. Arunima Sinha from our U.S. and Global Economics team joins Head of U.S. Policy Strategy Ariana Salvatore to discuss what that means for consumer spending, inflation expectations and the U.S. midterm elections.Read more ins ... Show More
8m 50s
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