Podcast | Thought on the Market

Michael Zezas: The Debt Ceiling – Here We Go Again?

Morgan Stanley
Banking, Finance, Investment Strategies

The Congressional debate over raising the “debt ceiling”—the total amount of money that the U.S. is authorized to borrow—has begun again. Should investors be concerned?

Recommend a podcast...

More by

Podcast

September 15, 2021

Morgan Stanley

Although markets have been preparing for the notion of tax hikes, a flurry of recent legislative activity may suggest where tax policy will eventually land….

Podcast

September 14, 2021

Morgan Stanley

With the summer growth scare in Europe possibly nearing an end—and relatively inexpensive valuations—cyclical stocks in Energy, Banking and Autos may be worth a fresh look….

Podcast

September 14, 2021

Morgan Stanley

Equities markets may be sending mixed messages on the economy and growth, but ultimately, it’s all about the earnings. Chief Investment Officer Mike Wilson explains….

Podcast

September 9, 2021

Morgan Stanley

Negotiations on a number of government policy points such as taxes, fiscal spending and deficits have hit a fever pitch. Here are three potential outcomes through year-end….

Podcast

September 9, 2021

Morgan Stanley

Taiwan equities have been a standout among equities in 2021, but factors such as softening tech spend and slowing retail trading activity suggest challenges ahead….

Podcast

September 8, 2021

Morgan Stanley

Weak U.S. economic data in August has renewed concerns that a growth scare is underway. Is this a sign of things to come or just a speed bump in…

Podcast

September 7, 2021

Morgan Stanley

Original Release on August 30th, 2021: Although a key component of investing is getting the narrative right, perhaps a bigger component is knowing when the narrative could shift….

Podcast

September 2, 2021

Morgan Stanley

As summer transitions to fall, investors will be facing a host of key market events. Chief Cross-Asset Strategist Andrew Sheets covers the ones to watch….

Podcast

August 30, 2021

Morgan Stanley

Although a key component of investing is getting the narrative right, perhaps a bigger component is knowing when the narrative could change….

Podcast

August 25, 2021

Morgan Stanley

For investors, U.S. fiscal policy, tax increases and U.S.-China relations are three key items to watch as we head toward fall. We outline potential outcomes.See Privacy Policy at https://art19.com/privacy…

Podcast

August 24, 2021

Morgan Stanley

Recent developments in space travel may be setting the stage for a striking new era of tech investment. Are investors paying attention?See Privacy Policy at https://art19.com/privacy and California Privacy…

Podcast

August 23, 2021

Morgan Stanley

An old adage says ‘never bet against the US consumer’s willingness to spend,’ but new data on demand and consumption may say otherwise.See Privacy Policy at https://art19.com/privacy and California…