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...
19 Elo 4min
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 stro...
19 Elo 4min
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 insights from ...
17 Elo 9min
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 insights ...
14 Elo 4min
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 mo...
13 Elo 12min
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 dev...
12 Elo 4min
‘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 insights from Morgan Stanley.----- Tr...
11 Elo 5min
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.R...
10 Elo 8min
