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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMorgan Stanley's Zezas: Stocks may not benefit from a Republican win the same way they did in 2016Michael Zezas, Morgan Stanley head of U.S. public policy research, joins CNBC's 'Squawk on the Street' to discuss how stocks may react to a Republican vs. Democratic win, policy expectations for both candidates, and more.
Persons: Morgan Stanley's Zezas, Michael Zezas, Morgan Stanley Organizations: Republican, Democratic
How each presidential candidate's tax policy compares
  + stars: | 2024-10-28 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHow each presidential candidate's tax policy comparesMichael Zezas, Morgan Stanley head of public policy research, joins 'Money Movers' to discuss if this presidential cycle is harder to model than usual, which election scenario clients are most interest in, and much more.
Persons: Michael Zezas, Morgan Stanley
Western sanctions have forced Russia to rely on the Chinese yuan for reserves and trade. China's financial system is deeply tied to the greenback, limiting diversification options. These include the entrenched role of the greenback in the global commodities trade and much larger foreign reserves than Russia, wrote Greene, a former senior advisor at the US Treasury. However, many CIPS participants are highly connected to the dollar financial system and potentially subject to the reach of US sanctions. The dollar is still kingIn short, China just can't copy Russia's sanctions-proofing playbook and is likely to continue orbiting around the dollar financial system in the near-term.
Persons: , China —, Robert Greene, Greene, China's, It's, dollarization, James Lord, Morgan Stanley's, Michael Zezas Organizations: Service, Carnegie Endowment Asia, US Treasury, Patomak Global Partners, Federal Reserve Bank of Boston Locations: Russia, China, Beijing, Russia's, Ukraine
De-dollarization efforts won't do much to dethrone the dollar, Morgan Stanley said. There are no true alternatives to holding the US dollar at the moment, Morgan Stanley strategists said. AdvertisementThe dollar's status as the top currency of central banks and for international trade probably isn't fading soon, according to Morgan Stanley. "Now, reasonable people can disagree about whether cryptocurrencies are going to appreciate or depreciate, but I'd argue that the best outcome for a dominant currency is neither." Displacing a dominant currency is something that happens over the course of decades, economists previously told Business Insider, as it takes time for people to shift to other currencies once a dominant currency is recognized as "safe."
Persons: Morgan Stanley, , James Lord, Michael Zezas, That's, Lord, there's, Zezas, Crypto, David Adams, Morgan Stanley's Organizations: Service, Rivals, greenback, Business Locations: Beijing, China
Morgan Stanley's Mike Zezas on bond investment strategy for 2024
  + stars: | 2023-11-17 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailU.S. and Europe investment-grade corporate credits can give low double-digital returns next yearAn environment of stable U.S. deficit level, weak economic growth and softer inflation next year is positive for U.S. treasuries, says Morgan Stanley's Mike Zezas.
Persons: Morgan Stanley's Mike Zezas Organizations: U.S Locations: Europe
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Leuthold Group's Jim Paulsen and Morgan Stanley's Michael ZezasJim Paulsen, chief investment strategist for Leuthold Group, and Michael Zezas, Morgan Stanley U.S. public policy strategist, join 'Squawk on the Street' to discuss how important Congress' majority is in policy direction over the next year, the risks to increased defense spending and more.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe are heading to a new recovery than a recession, says Leuthold's PaulsenJim Paulsen, chief investment strategist for Leuthold Group, and Michael Zezas, Morgan Stanley U.S. public policy strategist, join 'Squawk on the Street' to discuss how important Congress' majority is in policy direction over the next year, the risks to increased defense spending and more.
And rather than tout the growth merits of tech, he's far more interested in the upside offered by by financial and industrial shares — plus international stocks. If you aren't yet a subscriber to Investing Insider, you can sign up here. Those are ultimately just two examples of what the Investing team at Business Insider has explored over the past several days. -- JoeJoin Business Insider on July 8 at 12 p.m. The two highly successful growth investors told Business Insider about the stocks that they think have the most potential in the new decade.
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