Tariffs Could Drag on Growth in Asia as Well as U.S.
Our U.S. and Asia economists Michael Gapen and Chetan Ahya discuss how tariff uncertainty is shaping their expectations for these economies over the second half of 2025.Read more insights from Morgan ...
25 Huhti 202511min
Will Housing Prices Keep Climbing?
Our Co-Heads of Securitized Products Research Jay Bacow and James Egan explain how mortgage rates, tariffs and stock market volatility are affecting the U.S. housing market.Read more insights from Mor...
24 Huhti 20258min
Is the Beverage Industry Drying Up?
Morgan Stanley’s Head of European Consumer Staples, Sarah Simon, discusses why aging populations, wellness trends and Gen Z’s moderation are putting pressure on the long-term outlook for alcoholic bev...
23 Huhti 20255min
How Investors are Playing Defense
Our Chief Cross-Asset Strategist Serena Tang discusses the market’s shifting perception of risk and what’s behind some unusual patterns in fund flows among asset classes.Read more insights from Morgan...
22 Huhti 20254min
Recession Fears Are a Wild Card for Markets
Can the U.S. equity market break out of its expected range? Our CIO and Chief U.S. Equity Strategist Mike Wilson looks at whether the Trump administration’s shifting tariff policy and Fed uncertainty ...
21 Huhti 20255min
How Much More Could Your Smartphone Cost?
Our analysts Michael Zezas and Erik Woodring discuss the ways tariffs are rewiring the tech hardware industry and how companies can mitigate the impact of the new U.S. trade policy.Read more insights ...
17 Huhti 20258min
Tariff Uncertainty Creates Opportunity in Credit
The ever-evolving nature of the U.S. administration’s trade policy has triggered market uncertainty, impacting corporate and consumer confidence. But our Head of Corporate Credit Research Andrew Sheet...
16 Huhti 20253min
Gold Rush Picks Up Speed
As gold prices reach new all-time highs, Metals & Mining Commodity Strategist Amy Gower discusses whether the rally is sustainable.Read more insights from Morgan Stanley. ---- Transcript -----Welcome ...
15 Huhti 20254min
