Andrew Sheets

Andrew Sheets, Chief Cross-Asset Strategist at Morgan Stanley, sheds light on inflation trends and the anticipated shifts in monetary policy, describing a hopeful outlook for disinflation. Meanwhile, Elizabeth Economy, a Stanford University professor, shares expert insights into the complex dynamics of US-China relations, detailing China’s political landscape under Xi Jinping and the ramifications for global geopolitics. Both guests discuss strategic implications for investment and economic stability amid evolving international challenges.

New York City Mayor Eric Adams shares insights into his re-election campaign and ongoing challenges in public safety and education. Julian Emanuel from Evercore ISI discusses the impact of tariff fluctuations on stock markets, raising concerns about the ‘unstoppable’ rally. Andrew Sheets from Morgan Stanley offers a global economic outlook, emphasizing U.S. activity amidst shifting capital dynamics. David Sowerby of Ancora elaborates on asset allocation strategies and stock picks that align with the current market rally.