Economic Roundtable: Structural Fallouts From the Iran Conflict | Thoughts on the Market | Morgan Stanley
This comprehensive summary captures the key insights from the Morgan Stanley Economic Roundtable held on April 15th, 2026, featuring Seth Carpenter (Global Chief Economist) and regional chief economists Michael Gapen (US), Chaitananya (Asia), and Jens Eisenschmidt (Europe).
[00:00:00] Global Economic Roundtable: Structural Transition
Host Seth Carpenter (Global Chief Economist) leads a discussion with Michael Gapen (US), Chaitananya (Asia), and Jens Eisenschmidt (Europe) to analyze how the Iran conflict shifts from an immediate energy shock to long-term structural fallout [].
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