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Trump-Xi Talks Put Trade and Tech in Focus
As President Xi heads to Washington, trade, rare earths and AI are set to dominate the agenda. Our Head of U.S. Public Policy Research Ariana Salvatore unpacks what the meeting could mean for supply chains, tech stocks and the broader marke
Why the Fed May Have Further to Go
After raising interest rates for the first time in more than three years, the Fed still doesn’t see policy as restrictive. Our Global Head of Fixed Income Research Andrew Sheets breaks down what that could mean for the monetary policy path.
One Fed Hike—Or More to Come?
Our Global Head of Macro Strategy Matthew Hornbach joins our Chief U.S. Economist Michael Gapen to discuss the Fed’s potential next moves and how energy prices are influencing market expectations. Read more https://www.morganstanley.com/ins
The Mid-Cycle Shift Equity Investors Shouldn’t Miss
Our CIO and Chief U.S. Equity Strategist Mike Wilson breaks down how the market is transitioning to a mid-cycle environment, with leadership shifting toward higher-quality, asset-light companies with durable earnings. Read more https://www.
Patients Are Taking the Driver's Seat in Healthcare
Healthcare companies are rethinking their business models as patients gain more control over how they access care and purchase medicine. Our analysts Erin Wright and Terence Flynn unpack this shift and the emerging opportunities. Read more
Why the Middle-Class Squeeze Is Getting Worse
Heather Berger of the U.S. Economics Team hosts Wealth Management Senior Economist and Strategist Sarah Wolfe to discuss what it takes to define the middle class in America today. They break down how factors like rising essential costs and
The Fed, Football and the Price of Ambiguity
Our Global Head of Fixed Income Research Andrew Sheets discusses when markets may not adequately compensate investors for uncertainty around themes like Fed policy, AI financing and energy supply. Read more https://www.morganstanley.com/ins
Can the AI Spending Boom Pay Off?
Big Tech is pouring more than $1.4 trillion into AI, prompting investors to ask: Is it worth it? Our U.S. Internet analyst Brian Nowak looks at three business models that could earn 25 to 50 percent returns for Gen-AI-enabled technologies.
AI Debt Starts Moving the U.S. Treasurys Market
U.S. Treasurys are the foundation of the bond market. But our strategists Matthew Hornbach and Vishy Tirupattur explain the growing impact of corporate credit as AI financing accelerates. Read more https://www.morganstanley.com/insights?cid
What Could Shake Up Markets in September?
Investors have plenty to digest this month, from economic data to central-bank decisions. Our Global Head of Fixed Income Research Andrew Sheets outlines what could drive the next bout of volatility. Read more https://www.morganstanley.com/
Why Oil Prices Could Rise to $100 Again
Our Global Commodities Strategist Martijn Rats explains how tightening supply and shrinking buffers are pushing Brent prices up again, and what that would mean for fuel costs and energy markets. Read more https://www.morganstanley.com/insig
3 Policy Catalysts to Watch This Fall
Midterm elections, backlash against data centers and a U.S.-China summit. Michael Zezas and Ariana Salvatore discuss themes that could test investor confidence in the coming months. Read more https://www.morganstanley.com/insights?cid=mg-SM
The $33 Billion AI Security Opportunity
As AI agents gain access to sensitive enterprise systems, companies need new ways to control what they can do. Meta Marshall breaks down the emerging market for agentic identity security. Read more https://www.morganstanley.com/insights?cid
From Coffee to Cans: A U.S. Caffeine Shift
Younger generations are reshaping caffeine consumption. Our U.S. Household Products and Beverage Analyst Dara Mohsenian discusses how the growing appetite for energy drinks could influence beverage habits for years to come. Read more https:
The Politics Behind the Rising U.S. Debt
Our Head of U.S. Public Policy Research Ariana Salvatore looks at what the midterms may reveal about politician’s appetite for tackling the faster-than-expected increase in the U.S. debt. Read more https://www.morganstanley.com/insights?cid
Jackson Hole Tests the Fed’s Framework
Investors are keeping a close eye on Jackson Hole for signals on the economic outlook and the path for rates. Our Chief U.S. economist Michael Gapen joins Global Head of Macro Strategy Matthew Hornbach to discuss whether markets get what th
When Does Higher U.S. Debt Start to Matter?
Our Global Head of Fixed Income Research Andrew Sheets discusses when and how higher yields and mounting U.S. debt could become more than abstract concerns. Read more https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607 from
Measuring the Market’s Megatrends
Paul Walsh, Michelle Weaver and Daniel Blake discuss how thematic mapping can help investors separate true beneficiaries from market hype and identify risks hiding beneath the surface. Read more https://www.morganstanley.com/insights?cid=mg
Markets Faces Hotter, Shorter Cycles
Bonds may no longer provide the shelter investors have expected. Our CIO and Chief U.S. Equity Strategist Mike Wilson talks about the changing relationship between inflation, yields and risk. Read more https://www.morganstanley.com/insights
Shifts in Credit Markets for the AI Buildout
AI’s enormous capital requirements are reshaping the way companies tap credit markets. Our Chief Fixed Income Strategist Vishy Tirupattur takes stock of this summer’s key financing developments. Read more https://www.morganstanley.com/insig
The New Map of AI Power
AI is becoming a matter of national strategy, as countries seek more control over their own technology. Our Heads of U.S. Public Policy Ariana Salvatore and Global Thematic Research Stephen Byrd look at the race for AI sovereignty and its i
El Niño’s Ripple Effects on Markets
From chocolate and sugar prices to energy markets and inflation, El Niño’s impacts may soon reach far beyond the weather forecast. Our Latin America Agribusiness Analyst Julia Rizzo maps out where the pressure could emerge first. Read more
Korean Stocks: From Correction to a Healthy Recovery
After a historic rally and a sharp correction, South Korea’s equity market may be approaching a turning point. Our Chief Korea Equity Strategist, Joon Seok, explains that the next cycle will need stronger foundations and more sectors joinin
When AI Takes Over Shopping Carts
Our analysts Andrew Ruben and Nathan Feather discuss how AI shopping agents could transform how consumers discover, compare and buy products and the implications for eCommerce. Read more https://www.morganstanley.com/insights?cid=mg-SM_CORP
The UK Has a Better Story to Tell
Our Global Head of Fixed Income Research Andrew Sheets examines why investors might be overlooking the stability and performance of UK assets, despite persistent negative sentiment. Read more https://www.morganstanley.com/insights?cid=mg-SM
Robotaxis’ $1 Trillion Opportunity
Robotaxis are accelerating along the road to commercial viability. Auto and Shared Mobility Analysts Andrew Percoco and Tim Hsiao discuss what this rapid development means for global investors. Read more https://www.morganstanley.com/insigh
The Potential Way Forward for the U.S.-Iran Standoff
The potential path to a durable U.S.–Iran agreement has twists and obstacles ahead. Our Head of U.S. Public Policy Research Ariana Salvatore discusses current negotiations and the impact of recent developments for investors. Disclaimer: Imp
‘Show Me the Money,’ Market Tells Companies
Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses a new market cycle, in which investors are demanding more than just growth from companies. Read more https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607 from Mo
How AI Could Simplify the Mortgage Market
Our U.S. Consumer Finance Analyst Jeff Adelson and our Co-Head of Securitized Product Research Jay Bacow explain why AI can transform the way Americans shop for, manage and refinance their mortgages. Read more https://www.morganstanley.com/
AI’s New Rules of Engagement
Our Head of U.S. Public Policy Research Ariana Salvatore explains how U.S.-China tensions, export controls and domestic regulation are reshaping where AI is built, who controls it and what investors should watch. Read more https://www.morga
