Ariana Salvatore
U.S. Public Policy Strategist at Morgan Stanley who provides analysis on trade, tariffs, fiscal and regulatory policy and their implications for markets.
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Dec 17, 2025 • 11min
U.S. Policy Breaks Past Peak Uncertainty
Ariana Salvatore, a U.S. Public Policy Strategist at Morgan Stanley, joins the discussion on the intersection of policy and markets. She emphasizes that investors are now focusing on fundamentals as uncertainties wane. They explore the new tariff equilibrium and the implications of fiscal policy, which is settling between expansion and contraction. Key topics include potential impacts of executive actions on trade, energy exploration ties to AI, and how midterm outcomes might signal future policy directions.
