AI as New Global Power?
Our Deputy Head of Global Research Michael Zezas and Stephen Byrd, Global Head of Thematic and Sustainability Research, discuss how the U.S. is positioning AI as a pillar of geopolitical influence and...
27 Helmi 13min
Oil Rallies on Fresh Uncertainty
Our Global Commodities Strategist Martijn Rats discusses the geopolitical drivers behind the recent spike in oil prices and outlines four Iran scenarios.Read more insights from Morgan Stanley.----- Tr...
26 Helmi 4min
Special Encore: For Better or Warsh
Original Release Date: Feb 6, 2026Our Global Head of Fixed Income Research Andrew Sheets and Global Chief Economist Seth Carpenter unpack the inner workings of the Federal Reserve to illustrate the ch...
26 Helmi 12min
Why Stocks Keep Rising Despite AI Anxiety
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he still believes in a growth cycle for equity markets, even as investors show growing concerns around AI.Read more insights from Morg...
24 Helmi 4min
Global Trade in Flux: What’s Next After Tariff Ruling
The Supreme Court's latest ruling on tariffs has thrown existing trade agreements into uncertainty. Our Head of Public Policy Research Ariana Salvatore and Arunima Sinha, from the U.S and Global Econo...
23 Helmi 7min
AI at Work: The Transformation Is Already Underway
Our Head of European Sustainability Research Rachel Fletcher talks about how AI’s is quickly reshaping employment and productivity across key industries and regions.Read more insights from Morgan Stan...
20 Helmi 4min
Could the U.S. Target a Weaker Dollar?
Our Global Head of FX and EM Strategy James Lord and Global Chief Economist Seth Carpenter discuss what’s driving the U.S. policy for the dollar and the outlook for other global currencies.Read more i...
19 Helmi 10min
The Political Cost of the AI Buildout
More Americans are blaming the AI infrastructure expansion for rising electricity bills. Our Head of Public Policy Research Ariana Salvatore explains how the topic may influence policy announcements a...
18 Helmi 4min
