logo
episode-header-image
Jan 2025
6m 54s

Will Trump’s Tariffs Reshape Asian Econo...

MORGAN STANLEY
About this episode
Our Global Head of Fixed Income and Public Policy Research Michael Zezas and Chief Asia Economist Chetan Ahya discuss the potential impact of U.S. tariffs in China and beyond. 
Up next
Yesterday
Oil Rally Tests Diversification Strategy
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
5m 27s
Mar 9
The Reasons for the Bull Market to Resume
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
5m 4s
Mar 6
AI’s $3 Trillion Question: How to Pay the Bill?
In the second of our two-part panel discussion from Morgan Stanley’s TMT conference, our analysts break down the complexity of financing AI’s infrastructure and the technological disruption happening across industries.Read more insights from Morgan Stanley.----- Transcript -----M ... Show More
14m 22s
Recommended Episodes
Apr 2025
Trump Tariffs: Everything You Need to Know
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
21m 40s
Dec 2024
Can Trump's Tariffs Work?
In today's video we examine Donald Trump's plan to rebalance global trade using tariffs, try to understand the issues with international trade that have been pushing the United States and other countries in this protectionist direction, and if tariffs can be expected to improve t ... Show More
24m 25s
May 2025
How prepared is China for a new trade war?
With tariffs of up to 145% on US imports from China, we take a look at how its playing out in the country. China’s leaders are downplaying the potential impact of the trade war - we speak to Chinese exporters and economists to find out what’s really happening and whether the coun ... Show More
17m 29s
May 2025
Trump suggests China tariffs will fall
President Trump says tariffs on China “will not be anywhere near 145%” but won’t be removed all together. It follows US Treasury Secretary Scott Bessent saying he expected a ‘de escalation’ in US China tariffs.The International Monetary Fund has revised its global growth forecast ... Show More
53m 26s
Apr 2025
Tariffs, tensions, and trade: Trump’s gamble on China
Two weeks after Donald Trump’s sweeping tariff announcement shook global markets, he has now offered most countries a 90-day reprieve—while simultaneously escalating trade tensions with China by imposing harsher penalties. So far, China has responded by matching each tariff hike ... Show More
30m 26s
Feb 2025
Trump China Tariffs Imposed, Beijing Hits Back & Starmer's US-EU Tightrope
Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) China slapped tariffs on a range of US products and announced a probe into Google moments after President Donald Trump imposed a 10% tariff on goods from Beijing, reigniting a trade war ... Show More
16m 57s
Apr 2025
Trump’s Tariffs Change Everything
President Donald Trump announced an unprecedented wave of tariffs on April 2, imposing duties as high as 54 percent on fashion imports from key manufacturing countries, including China and Vietnam, and 20 percent on goods from the EU. These measures immediately sparked panic acro ... Show More
24m 35s
Apr 2025
China’s not backing down in the tariff fight
From the BBC World Service: In a push toward a full-blown global trade war, China has reacted strongly to President Donald Trump’s threat to raise tariffs on its exports to more than 100%, saying it would “fight until the end.” Meanwhile, markets in Asia and Europe are more stabl ... Show More
8m 1s