Jens Eisenschmidt

Jens Eisenschmidt, Morgan Stanley’s Europe chief, discusses uneven euro‑area growth and German fiscal levers. Chetan Ahya, Morgan Stanley’s Asia chief, focuses on China’s deflation risks, RMB policy and export‑led recovery. Michael Gapen, Morgan Stanley’s U.S. chief, covers consumer spending, AI‑led CapEx and how investment and tariffs shape growth.

Michael Gapen, Chief U.S. Economist at Morgan Stanley, shares insights on the U.S. growth outlook and inflation dynamics, predicting modest growth but cautioning against over-reliance on AI-driven expansion. Chetan Ahya, Chief Asia Economist, discusses Japan's macro outlook and how currency fluctuations could force the Bank of Japan to adjust its policies. Jens Eisenschmidt, Chief Europe Economist, analyzes upcoming inflation data in the eurozone and argues that wage disinflation could lead to European Central Bank rate cuts as early as this year.

Jens Eisenschmidt from Morgan Stanley discusses Europe's optimistic economic outlook for 2024-2025. Topics include lower interest rates, stronger consumption, inflation nearing ECB target, and the unique relationship between growth and inflation in the euro area.

Jens Eisenschmidt, an economist focused on US-EU relations, joins the discussion on the heating rhetoric of the US elections and the pivotal role of tariffs. They analyze how proposed tariffs impact both the US and Chinese economies, driving up prices and stifling growth. The conversation delves into potential EU retaliatory measures and the long-term implications for transatlantic relationships. Amid electoral uncertainty, they explore how tariffs might shape global corporate confidence and the overall economic landscape.

Experts analyze the state of inflation globally and the impact of the US election on the economy. US growth remains strong with hints of sustained inflation. Europe shows signs of recovery amidst lower energy prices. China faces debt deflation risks while Japan prepares for policy rate changes. Discussion on Fed timing risks, election effects, China's policies, Europe and Japan's economic outlook, and risks in US and China forecasts.