What’s Driving U.S. Growth in 2026
Our Chief U.S. Economist Michael Gapen breaks down how growth, inflation and the AI revolution could play out in 2026.Read more insights from Morgan Stanley.----- Transcript -----Michael Gapen: Welcom...
25 Marras 20256min
Bull Market Keeps an Eye on the Fed
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors might want to reassess their portfolios, keeping in mind the gap between market moves and monetary policy.Read more insights...
24 Marras 20254min
AI Capex Boom Puts Credit Markets to the Test
As market murmurs about an AI bubble, our Head of Corporate Credit Research Andrew Sheets offers some perspective on the impacts of the increasing demand for debt.Read more insights from Morgan Stanle...
21 Marras 20254min
2026 Global Outlook: Micro Themes Take the Spotlight
Live from Morgan Stanley’s Asian Pacific Summit, our Chief Fixed Income Strategist Vishy Tirupattur explains why micro trends are likely to be more on focus than macro shocks next year.Read more insig...
20 Marras 20254min
2026 U.S. Outlook: The Bull Market’s Underappreciated Narrative
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he continues to hold on to an out-of-consensus view of a growth positive 2026, despite near-term risks.Read more insights from Morgan ...
19 Marras 20255min
2026 Global Outlook: A Strong Year for Risk Assets
Our Chief Global Economist Seth Carpenter and Global Cross-Asset Strategist Serena Tang return to conclude their two-part episode on 2026 outlooks and explain why the market environment is turning in ...
18 Marras 202510min
2026 Global Outlook: Slower Growth and Inflation
In the first of a two-part episode presenting our 2026 outlooks, Chief Global Cross-Asset Strategist Serena Tang has Chief Global Economist Seth Carpenter explain his thoughts on how economies around ...
17 Marras 202510min
2026 Midterm Elections: What’s at Stake for Markets
Michael Zezas, our Global Head of Fixed Income Research and Public Policy Strategy, highlights what investors need to watch out for ahead of next year’s U.S. congressional elections.Read more insights...
14 Marras 20253min
