Arunima Sinha
Member of Morgan Stanley's Global and U.S. Economics team providing macroeconomic context on AI investment, productivity impacts, and labor-market implications for growth forecasts.
Best podcasts with Arunima Sinha
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37 snips
Dec 5, 2025 • 14min
AI Rewrites the Retail Playbook
In this insightful discussion, Simeon Gutman, a retail analyst, highlights how Walmart is leading AI integration in shopping, using GenAI tools and computer vision for enhanced experiences. Megan Clapp, who specializes in food and staples, shares how companies like Hershey and General Mills are beginning to harness AI for targeting ads and improving forecasting. Arunima Sinha provides a macroeconomic perspective, discussing AI's potential to enhance productivity while complementing the labor market, shaping future growth forecasts.
24 snips
Dec 4, 2025 • 11min
Trends and Challenges for Consumers in 2026
Arunima Sinha, an economist at Morgan Stanley, delves into consumer spending trends and the complex K economy affecting different income groups. Simeon Gutman analyzes mixed signals in holiday retail trends and market share shifts among key players. Megan Clapp highlights performance insights from food producers and the rising impact of platforms like TikTok Shop. The trio predicts a consumption recovery in 2026 as middle-income households begin to thrive, underlining the evolving landscape for both consumers and retailers.
