Tariff Roundtable: Global Economy on the Brink of Recession?

单集文稿 ...

• 00:00

  Welcome to Thoughts in the Market.

• 00:01

  I'm Seth Carpenter, Morgan Stanley's Global Chief Economist,

• 00:04

  and today we're going to be talking about tariffs and what they mean for the global economy.

• 00:09

  It's Monday, April 7th, at 10 a.m. in New York.

• 00:12

  And it's 4 p.m. in Frankfurt.

• 00:13

  And it's 10 p.m. in Hong Kong.

• 00:16

  And so I'm here with our global economists from around the world.

• 00:20

  Mike Gaepin, Chief U.S. Economist, Chetan Aya,

• 00:22

  our Chief Asia Economist, and Jens Eisenschmidt, our Chief Europe Economist.

• 00:26

  So let's jump into it.

• 00:27

  Let me go around first and ask each of you,

• 00:30

  what is the top question that you are getting from investors around the world?

• 00:35

  Chetan.

• 00:35

  Tariffs.

• 00:36

  Jens.

• 00:37

  Tariffs.

• 00:38

  Mike.

• 00:38

  Tariffs.

• 00:39

  All right, well, that seems clear.

• 00:42

  Before we get into the likely effects of the tariffs,

• 全部文稿