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Why Brick and Mortar Banking Still Matters
America’s biggest banks are opening more local branches. Our Head of U.S. Large Cap and Mid Cap Banks Research Manan Gosalia looks at the merits of physical locations. Read more https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights
How Long Can the Fed Hold On?
From short-term interest rates to long-term bond yields, the Fed's credibility is being tested. Global Head of Fixed Income Research Andrew Sheets discussed inflation, Federal Reserve Chair Kevin Warsh's outlook, and the options ahead. Read
When a Data Center Comes to Town
Head of US Public Policy Strategy Ariana Salvatore and US Thematic Strategist Michelle Weaver, alongside Senior Economist and Strategist in Morgan Stanley’s Private Wealth Management Sarah Wolfe, examine the economics of the AI datacentre b
Quality Matters Again
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors should favor quality as the market moves from early-cycle momentum to more disciplined, mid-cycle leadership. Read more https://www.morganstanley.com/insights?cid=m
The Structural Forces Moving Capital
Our Strategist Michelle Weaver talks to Michael Zezas and Jessica Alsford, Co-Directors of the Morgan Stanley Institute, about how AI, energy resilience and industrial policy are changing investment decisions. Read more https://www.morganst
Blind Spots in the AI Infrastructure Selloff
Our Global Head of Thematic and Sustainability Research Stephen Byrd explains why the recent AI infrastructure selloff may reflect technical pressures, not weakening fundamentals. Read more https://www.morganstanley.com/insights?cid=mg-SM_C
The Oil Market’s Billion-Barrel Problem
How much runway does the world’s energy market still have? Our Head of Commodity Research Martijn Rats joins our Global Head of Fixed Income Research Andrew Sheets to explain what’s causing pressure beyond renewed tensions in the Middle Eas
Fed in July: A Weaker Case for Hiking
Our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen unpack what is likely to influence this week’s interest rate decision by the Fed. Read more https://www.morganstanley.com/insights?cid=mg-SM_CORP-insi
A More Selective Stock Market
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he thinks the bull market has entered a new phase, with more focus on quality. Read more https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607 from Morgan Stan
An Odyssey Through Market History
Looking at clues from the past, our Global Head of Fixed Income Research Andrew Sheets examines how the recurring themes – from deregulation to volatility – are shaping markets and why every cycle still takes its own path. Read more https:/
Data Centers’ Political Battle
Despite growing political resistance, investment in data centers isn't slowing. Ariana Salvatore explains why supply constraints may actually accelerate AI capital spending. Read more https://www.morganstanley.com/insights?cid=mg-SM_CORP-in
More Stocks Join the Bull Market
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why market leadership is rotating beyond semiconductors and where investors may find opportunities despite near-term volatility. Read more https://www.morganstanley.com/insights?
The Global Rate Debate
In the second part of our economic roundtable, Michael Gapen, Jens Eisenschmidt and Chetan Ahya join Seth Carpenter to discuss how central banks are balancing sticky inflation, resilient growth and regional policy trade-offs. Read more http
AI Spending: A New Engine for the Global Economy
AI investment is reshaping the global outlook. In part one of this economic roundtable, our panel explores where the momentum is strongest — and where investment still needs to catch up. Read more https://www.morganstanley.com/insights?cid=
Why Your Medical Bill Is So High
Our analysts Andrew Sheets and Mark Schmidt unpack why U.S. healthcare feels so expensive and the potential impacts of rising hospital costs. Read more https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607 from Morgan Stanley
A Test for Capital Markets: Funding AI
Credit markets are stepping in to fund the surging demand for AI. Our experts Lindsay Tyler and Anish Shah explore the opportunities and risks behind this record financing wave. Read more https://www.morganstanley.com/insights?cid=mg-SM_COR
AI as a Sovereign Power
AI has become a strategic policy priority as governments race to secure their technological future. Our Head of U.S. Public Policy Research Ariana Salvatore explores what’s driving the shift and the implications for markets. Read more https
What’s Fueling Stocks After the AI Trade
Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses where investors may find opportunity beyond the AI sector and risks that could slow market gains. Read more https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607
Lower Prices, Bigger Market: The Next Phase of GLP-1 Drugs
Cheaper obesity medicines could unlock broader demand, while supply-chain bottlenecks and premium-drug innovation may also shape how the market evolves. Our analysts Terence Flynn and Thibault Boutherin break down the investor implications.
A New Chapter for North American Trade
The USMCA review is underway, with implications beyond tariffs. Our Head of U.S. Public Policy Research Ariana Salvatore breaks down the key issues shaping the road ahead. Read more https://www.morganstanley.com/insights?cid=mg-SM_CORP-insi
The AI Divide Between the U.S. and Japan
Robert Feldman and Michael Gapen discuss how AI could reshape growth, labor markets and productivity in the U.S. and Japan. Read more https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607 from Morgan Stanley. ----- Transcript
3 Things That Could Break the Summer Rally
Our Global Head of Fixed Income Research Andrew Sheets outlines what could potentially go wrong and disrupt markets’ optimism this summer. Read more https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607 from Morgan Stanley. -
AI’s Next Stress Test
The biggest AI stocks have had a remarkable run – but questions still remain. Our Head of Americas Specialty Sales, Thomas Wigg, speaks with Global Head of Thematic and Sustainability Research Stephen Byrd and Global Head of Public Policy R
Next Leg of the Bull Market?
A changing macro backdrop is creating new opportunities across the equity market. Our CIO and Chief U.S. Equity Strategist Mike Wilson looks at what's driving the shift and where it may lead next. Read more https://www.morganstanley.com/ins
America’s Frontier-Market Origin Story
As America nears its 250th birthday, our Global Head of Fixed Income Andrew Sheets looks back at the early republic as a volatile frontier market, and what its path from credit risks to durable institutions can teach investors today. Read m
Investors’ Focus Shifts to Rates and AI
Following meetings across Europe and Asia, our Global Head of Cross-Asset Strategy Research, Serena Tang, discusses two of the main themes on investors' minds: uncertainty around U.S. monetary policy and increasing caution toward AI despite
What to Watch Ahead of the Midterms
With voters focused on prices and the economy, our Head of Public Policy Research Ariana Salvatore and U.S. Thematic Strategist Michelle Weaver discuss the consumer trends that could matter most heading into November’s elections. Read more
The Market Shift Investors May Be Missing
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains that gains in the stock market are expanding to more sectors and why investors should position quickly. Read more https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-1
Comeback for Europe’s Bull Market?
Europe's equity rally has surprised many investors. Our Europe Head of Research Product Paul Walsh and Chief European Equity Strategist Marina Zavolock discuss potential outcomes of the broadening market. Read more https://www.morganstanley
The Warsh Effect on Mortgages
Although markets may recalibrate to a different policy playbook under the new Fed chair Kevin Warsh, housing could remain in a holding pattern. Our co-heads of Securitized Products Research Jay Bacow and James Egan explain why. Read more ht
