Are Investors Searching for New ‘Safe Havens’?
The traditional correlations between some asset classes went haywire in April. Our analysts Serena Tang and Vishy Tirupattur discuss whether, in this environment, investors still consider U.S. Treasur...
7 Touko 20255min
U.S. Economy: Solid Footing For Now, Uncertainty Ahead
With the May FOMC meeting in progress, our analysts Matt Hornbach and Michael Gapen offer perspective on U.S. economic projections and whether markets are aligned.Read more insights from Morgan Stanle...
6 Touko 202511min
Munis: Tax-Free Income in Times of Stress
Morgan Stanley Research analyst Mark Schmidt and Investment Management’s Craig Brandon discuss the heightened uncertainty in the U.S. municipal bonds market.Read more insights from Morgan Stanley.For ...
5 Touko 20259min
Why the UK May Be Poised for a Surprising Rebound
Despite news that the UK economy is set to slow due to uncertainty around US trade policy, our analysts Andrew Sheets and Bruna Skarica explain why they have a more optimistic outlook.Read more insigh...
2 Touko 20258min
Can South Korea Afford To Grow Old?
Our Chief Korea and Taiwan Economist Kathleen Oh discusses Korea's recent pension reform and its implications for the country's rapidly aging population.Read more insights from Morgan Stanley.----- Tr...
2 Touko 20254min
A Possible Roadmap for U.S. Tariff Policy
Our analysts Michael Zezas and Rajeev Sibal unpack the significance of a little-discussed clause in the Trump administration’s tariff policy, which suggests investors should think less about countries...
30 Huhti 202510min
Is the Oil Market Flashing a Potential Recession Warning?
Our Global Commodities Strategist Martijn Rats discusses the ongoing volatility in the oil market and potential macroeconomic scenarios for the rest of this year.Read more insights from Morgan Stanley...
29 Huhti 20254min
What Should Investors Expect from Earnings Season?
Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses how market volatility over the last month will affect equity markets as earnings season begins.Read more insights from Morgan Stanley. -...
28 Huhti 20253min
