Trump 2.0 and the Potential Economic Imp...

Our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen discuss the path for U.S. interest rates after the nomination of Kevin Warsh for next Fed chair.Read more insights from Morgan Stanley.----- Transcript -----Matthew Hornbach: Welcome to Thou ... Show More

Affordability is back in focus in D.C. after the brief U.S. shutdown. Our Deputy Global Head of Research Michael Zezas and Head of Public Policy Research Ariana Salvatore look at some proposals in play.Read more insights from Morgan Stanley.----- Transcript -----Michael Zezas: We ... Show More

Our Chief Cross-Asset Strategist Serena Tang and senior leaders from Investment Management Andrew Slimmon and Jitania Kandhari unpack new investment trends from supportive monetary and fiscal policy and shifting market leadership. Read more insights from Morgan Stanley.----- Tran ... Show More

Almost a month since ‘liberation day’, the potential impacts of President Donald Trump’s tariff regime are starting to sink in. US hard data isn’t yet showing much negative impact from changes to US trade policy – but economists are gloomy on US growth prospects. The IMF last wee ... Show More

I break down a fundamental debate on immigration policy. Sohrab sees immigration restrictions as a way to drive up wages and make Americans richer. I believe immigration is about more than just dollars and cents; it's about respecting the rule of law and preserving our national i ... Show More

<p><span style="color: rgb(0, 0, 0); background-color: transparent;">In an interview broadcast on Sunday, President Donald Trump </span><a href="https://www.washingtonpost.com/politics/2025/03/09/trump-recession-economy-inflation/?utm_source=podcasts&amp;utm_medium=referral&amp;u ... Show More

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) President Donald Trump said the US economy faces “a period of transition,” deflecting concerns about the risks of a slowdown as his early focus on tariffs and federal job cuts causes mar ... Show More

<p>It's been a time of tumult on Wall Street – at the hands of the White House.</p> <p>US President Donald Trump made his plans for tariffs known on the campaign trail, but their scale has taken the world by surprise.</p> <p>The sweeping tariffs sent global markets into chaos. Th ... 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

President Trump’s deportations, tariffs, federal layoffs and funding suspensions have generated nonstop headlines and frayed confidence, yet left surprisingly little trace on the economy. Hiring, spending and inflation look a lot like they did under Joe Biden. As Trump’s first 10 ... Show More