Trump 2.0 and the Potential Economic Imp...

Our Global Head of Macro Strategy Matthew Hornbach and our Chief U.S. Economist Michael Gapen discuss how oil prices, tariffs and inflation expectations are raising the bar for rate cuts by the Fed, and markets’ response to the new scenario.Read more insights from Morgan Stanley. ... Show More

Our Head of Public Policy Research Ariana Salvatore breaks down what’s being discussed by policymakers around the world to try to cap the oil price spike. Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I’m Ariana Salvatore, Head of ... Show More

Our Global Commodities Strategist Martijn Rats discusses how the Strait of Hormuz shutdown has created a deep air pocket that will likely keep markets tighter and prices higher for longer than many expect.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Tho ... 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

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

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