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Thoughts on the Market

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  1. Consumer Confidence and the U.S. Midterms

    Our U.S. Public Policy Strategist Ariana Salvatore joins our Deputy Global Head of Research Michael Zezas to consider the consumer outlook and how it may impact the November midterm elections. Read more https://www.morganstanley.com/insight

  2. What a Quieter Fed Could Mean for Markets

    In his first meeting as Fed Chair, Kevin Warsh signaled restraint in providing guidance. Our Global Head of Fixed Income Research Andrew Sheets looks at possible impacts of the new approach. Read more https://www.morganstanley.com/insights?

  3. The Obstacles to Buying a First Home

    First-time homebuyers may get short windows of relief, but our co-head of Securitized Products Research James Egan and Senior Economist and Strategist in Morgan Stanley's Private Wealth Management Sarah Wolfe say the bigger story is a housi

  4. Why Warsh May Let Markets Tough It Out

    Our CIO and Chief U.S. Equity Strategist Mike Wilson reacts to Kevin Warsh’s first Fed meeting, explaining why the new chair’s credibility may require letting markets experience some short-term pain. Read more https://www.morganstanley.com/

  5. Inside the AI Debt Surge

    As AI investment keeps growing, our strategists Carolyn Campbell and Vishwas Patkar discuss the many ways tech infrastructure gets financed and the opportunities for investors. Read more https://www.morganstanley.com/insights?cid=mg-SM_CORP

  6. Can Policy Solve AI’s Chipflation?

    AI’s appetite for memory has turned chips into an inflationary factor. Our U.S. Public Policy Strategist Ariana Salvatore looks at what policymakers could do to reduce that pressure. Read more https://www.morganstanley.com/insights?cid=mg-S

  7. Warsh’s Opening Act at the Fed

    Our Global Head of Macro Strategy Matthew Hornbach and our Chief U.S. Economist Michael Gapen discuss the signals investors will be seeking from the new Fed Chair leading his first monetary policy meeting and possible implications for marke

  8. The Bull Case After the Pullback in Stocks

    Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why the recent equity correction may be more reset than reversal and where investors may find the next opportunities. Read more https://www.morganstanley.com/insights?cid=mg-SM_C

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