Our U.S. Thematic and Equity Strategist Michelle Weaver discusses what back-to-school spending trends reveal about consumer sentiment and the U.S. economy.
Read more insights from Morgan Stanley.
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Michelle Weaver: Welcome to Thoughts on the Market. I’m Michelle Weaver, Morgan Stanley’s U.S. Thematic and Equity Strategist her ... Show More
Nov 2024
Inside Luxury's Slowdown
<p>For nearly a decade, the luxury sector has experienced what seemed like limitless growth, with brands like Louis Vuitton, Gucci, and Chanel pushing product prices higher — and seeing consumers pay up. However, recent quarterly reports have marked a sudden shift, with even indu ... Show More
27m 36s
Jul 2025
Fashion Braces for Impact as Trump Tariffs Returns
After turning to other matters for a few weeks, President Donald Trump has reignited his aggressive tariff strategy, threatening sweeping new duties on key fashion-producing nations starting Aug. 1, as well as a fresh set of new levies on the EU, Brazil, South Korea and other tra ... Show More
19m 28s
Feb 2025
The Retail Trends (And Retailers) To Watch In 2025 | Ask An Expert
🎙️ Omni Talk Retail Ask An Expert – Featuring Placer.ai’s Ethan ChernofskyRetailers are rethinking their store formats, customer engagement strategies, and location choices—but what does the foot traffic data actually say? Placer.ai’s SVP of Marketing, Ethan Chernofsky, joins Ch ... Show More
36m 54s
Mar 2025
Tariffs Tangle Markets, Businesses, Investors
When uncertainty spikes, our ability to look out into the future shrinks.
(00:21) Emily Flippen and Matt Argersinger discuss:
- How the shifting tariff picture is driving uncertainty across markets, economic forecasts, and investor outlooks.
- Target’s continuing troubles, and ... Show More
40m 31s