Speaker Details & Context

• Chetan Ahya: Chief Asia Economist at Morgan Stanley [00:00:00].
• Ridham Desai: Head of India Research and Chief India Equity Strategist at Morgan Stanley [00:00:07].
• Event Context: Reviewing the biggest takeaways from the Morgan Stanley India Investment Forum…

The June 12, 2026 edition of "This Week in Review" by Fisher Investments provides a high-density macroeconomic analysis of three pivotal global market events: the landmark initial public offering (IPO) of SpaceX, the accelerating May U.S. consumer price index (CPI) inflation print, and the European Central Bank's (ECB) first policy rate hike in nearly three years. The briefing focuses on net equity supply…

Global Macroeconomic Outlook & Resilience

• Navigating Geopolitical Near-Term Challenges: Gray explicitly acknowledges localized near-term challenges, particularly the ongoing war in the Middle East involving Iran [00:00:41, 00:01:17]. This conflict has put upward pressure on global energy and oil…