How tariffs will impact the US economy

US IPO issuance has surged to a record high in 2026. But this resurgence raises two concerns for the equity market: whether it is flashing a late-cycle warning sign and whether the market can digest so much new issuance. Jay Ritter of The IPO Initiative and Owen Lamont of Acadian ... Show More

As a newly installed chairman takes the helm of the Federal Reserve, US monetary policy remains uncertain amid a soft inflation print and escalating tensions in the Middle East. David Mericle, chief US economist in Goldman Sachs Research, forecasts the Fed to keep interest rates ... Show More

Falling launch costs, innovations, and AI are fuelling a space economy that could reach $1 trillion by the 2040s, according to Michael Tarulli and Erik Sparks in Goldman Sachs Investment Banking. The key driver: launch costs have plunged sharply, opening up access to space and en ... Show More

This episode hosted by David Lebovitz features a discussion with Dr. David Kelly, chief global strategist at J.P. Morgan. It covers topics such as the economic outlook for 2025, the impact of U.S. immigration and trade policies, and potential fiscal and regulatory changes under t ... Show More

<p>In this episode, Eloise Goulder sits down with William Tuttle, part of the Global Engagement team at J.P. Morgan, to explore the evolving landscape of U.S. policy and its impact on global markets. From the rise of tariffs and their economic implications to the global race for ... Show More

<p>President-elect Donald Trump has just announced “Day 1” tariffs on Mexico and Canada, in addition to previously promised tariffs on China. Tariffs will definitely affect domestic prices, but how much, and will they truly cause catastrophic inflation? Today on the show, guest h ... Show More

The Trump administration’s 25% tariffs on goods from Canada and Mexico are now in effect. Is this a negotiation tactic? A new long-term reality? (00:21) Jason Moser and Ricky Mulvey discuss: - The impacts of tariffs on investors and companies. - If Target is a value play. - Okta ... Show More

What challenges lie ahead for the global economy in an era of rising tariffs and geopolitical tension? In this episode, Nicolai Tangen speaks with Kenneth Rogoff, renowned economist and co-author of the seminal book "This Time Is Different," about the shifting economic landscape. ... 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

How could the outcome of the US election impact the global economy? BMO Senior Economist Sal Guatieri is joined by Michael Gregory, deputy chief economist at BMO, to discuss the implications and risks associated with the upcoming presidential election. Depending on who is elected ... Show More

Jesse Felder, the founder of Felder Investment Research, joins Maggie Lake to discuss the market's uncertain reaction to today's inflation data, why he’s taking a closer look at gold, and what he makes of the recent U.S. credit crunch. Learn more about your ad choices. Visit podc ... Show More

Our Global Chief Economist Seth Carpenter explains the potential domino effect that President Trump’s reciprocal tariffs could have on the U.S. and global economies.----- Transcript -----Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Globa ... Show More