Economic Analysis Amidst High Markets and Consumer Trends

Barry speaks with Ellen Zentner, Chief Economist Strategist and Global Head of Thematic and Macro Investing for Morgan Stanley Wealth Management and a member of the Firm’s Global Investment Committee. She and her team are responsible for generating event-driven and forward-looking secular thematic insights, identifying how they can contribute to Morgan Stanley’s individual- and institutional-investor portfolios, and guiding stakeholders and internal teams to support the firm's investment strategies. Ellen previously worked as a Senior Economist for the Texas State government, Bank of Tokyo-Mitsubishi UFJ Ltd., and Nomura Securities International.

In this episode, they discuss everything from tariffs to Fed independence to data integrity at the BLS.

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