New Tariffs, New Patterns of Trade

Credit spreads are at the lowest levels in more than two decades, indicating health of the corporate sector. However, our Head of Corporate Credit Research Andrew Sheets highlights two forces investors should monitor moving forward.Read more insights from Morgan Stanley.----- Tra ... Show More

From China’s rapid electric vehicle adoption to the rise of robotaxis, humanoids, and flying vehicles, our analysts Adam Jonas and Tim Hsiao discuss how AI is revolutionizing the global auto industry.Read more insights from Morgan Stanley.----- Transcript -----Adam Jonas: Welcome ... Show More

Markets have already priced in a Fed cut, given the mixed economic data in the July labor and CPI prints. Our Global Economist Arunima Sinha makes the case for why we’re standing by our baseline call for a higher bar for a rate cut. Read more insights from Morgan Stanley.----- Tr ... Show More

Global trade is entering a new phase marked by unpredictability. Marc Gilbert and Michael McAdoo discuss how companies can respond by building supply chain flexibility, strengthening scenario planning, and enhancing their understanding of geopolitical developments. Learn More:Mar ... Show More

My guest today for the second time is Mark Dow. Mark is one of my favourite thinkers on Macro, and his experience at the IMF, the US Treasury, and Wall Street gives him a truly unique perspective for the current moment. As we went through one of the biggest market and policy uphe ... Show More

President Trump announced a 90-day pause on retaliatory tariffs and a lower 10% reciprocal tariff for most countries. Meanwhile, the trade dispute with China is heating up. (00:21) Jason Moser and Ricky Mulvey discuss:- The market’s extreme reactions to tariff news.- China’s “nuc ... Show More

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

The Trump administration’s tariff moves are turning US trade policy on its head — and fueling concerns about the US economic outlook. So will tariffs send the US into a recession? And, if so, what might that recession look like? Economist and Nobel Laureate Paul Krugman, Goldman ... Show More

In a history-making day of tariffs, President Trump imposed charges of at least 10 percent on nearly all of America’s trading partners.Ana Swanson, who covers trade for The Times, discusses who will be affected most and looks at how the levies effectively ended one era of global ... Show More

US Commerce Secretary Howard Lutnick discusses the latest trade deal with the UK and updates for ongoing negotiations with other countries. He spoke to Bloomberg's Kailey Leinz and Saleha Mohsin.See omnystudio.com/listener for privacy information. 

Today's slide deck: https://bit.ly/4jdtaZ6 - After Trump's 90-day delay on reciprocal tariffs, we have a short window of time to find out how the global geopolitical order will shape up from here as US trading partners scramble to make deals with the US on trade. Will they be wil ... Show More

Jeremy Siegel, Wharton Emeritus Professor of Finance and Senior Economist at WisdomTree, discusses how markets are reacting to global instability, the possibility of renewed tariffs, and the Federal Reserve’s stance on interest rates, while highlighting how artificial intelligenc ... Show More

Jeremy Siegel, Wharton Emeritus Professor of Finance, discusses the latest market fluctuations, attributing recent declines to tariffs and trade tensions while also analyzing the broader economic landscape. Hosted on Acast. See acast.com/privacy for more information.