# James Lord

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What Will Tariffs Do to the U.S. Dollar?

Our U.S. Public Policy and Currency analysts, Ariana Salvatore and Andrew Watrous, discuss why the dollar fell at the beginning of the first Trump administration and whether it could happen again this year. ----- Transcript ----Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvato…

How Do Tariffs Affect Currencies?

Our Head of Foreign Exchange & Emerging Markets Strategy James Lord discusses how much tariff-driven volatility investors can expect in currency markets this year.----- Transcript -----Welcome to Thoughts on the Market. I’m James Lord, Morgan Stanley’s Head of Foreign Exchange & Emerging Markets St…

Special Encore: Housing, Currency Markets in Focus

Original Release Date November 19, 2024: On the second part of a two-part roundtable, our panel gives its 2025 preview for the housing and mortgage landscape, the US Treasury yield curve and currency markets.----- Transcript -----Andrew Sheets: 2024 was a year of transition for economies and global…

Global Outlook: Housing, Currency Markets in Focus

On the second part of a two-part roundtable, our panel gives its 2025 preview for the housing and mortgage landscape, the US Treasury yield curve and currency markets.----- Transcript -----Vishy Tirupattur: Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief Fixed Incom…

Can US Dollar Dominance Continue?

Our expert panel explains the U.S. dollar’s current status as the primary global reserve currency and whether the euro and renminbi, or even crypto currencies are positioned to take over that role.Digital assets, sometimes known as cryptocurrency, are a digital representation of a value that functi…

Where Is the US Dollar Headed?

Our experts discuss U.S. dollar strength and its far-reaching impact on the global economy and the world’s stock markets.----- Transcript -----Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Global Head of Fixed Income Research.James Lord: I'm James Lord, Head …

End-of-Year Encore: Macro Economy: The 2024 Outlook Part 2

Original Release on November 14th, 2023: Our roundtable discussion on the future of the global economy and markets continues, as our analysts preview what is ahead for government bonds, currencies, housing and more.----- Transcript -----Vishy Tirupattur: Welcome to Thoughts on the Market. I am Vish…

Macro Economy: The 2024 Outlook Part 2

Our roundtable discussion on the future of the global economy and markets continues, as our analysts preview what is ahead for government bonds, currencies, housing and more. ----- Transcript -----Vishy Tirupattur: Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief Fix…

James Lord: The Dollar’s Resiliency

Though the debate around the global strength of the dollar in currency markets continues, the dollar’s current high yield in a world of weak global growth could help it appreciate----- Transcript -----Welcome to Thoughts on the Market. I'm James Lord, Morgan Stanley's Head of Foreign Exchange and E…

2023 Emerging Markets Outlook: Brighter Days Ahead

Looking to 2023, Emerging Markets and fixed income assets are forecasted to outperform, so what should investors pay close attention to in the new year? Head of FX and EM Strategy James Lord and Global Head of EM Sovereign Credit Strategy Simon Waever discuss.----- Transcript -----James Lord: Welco…