How AI Could Transform the Real Estate Sector
Ron Kamdem, our U.S. Real Estate Investment Trusts & Commercial Real Estate Analyst, discusses how GenAI could save the real estate industry $34 billion and where the savings are most likely to be fou...
1 Heinä 20255min
The U.S. Housing Market Slowdown
The U.S. housing market appears to be stuck. Our co-heads of Securitized Product research, Jay Bacow and James Egan, explain how supply and demand, as well as mortgage rates, play a role in the coolin...
30 Kesä 20258min
Watching the Canary in the Coalmine
Stock tickers may not immediately price in uncertainty during times of geopolitical volatility. Our Head of Corporate Credit Research Andrew Sheets suggests a different indicator to watch.Read more in...
27 Kesä 20254min
Why the Fed Will Cut Late, But Cut More
Our Global Head of Macro Strategy Matt Hornbach and U.S. Economist Michael Gapen assess the Fed’s path forward in light of inflation and a weaker economy, and the likely market outcomes.Read more insi...
26 Kesä 202511min
Humanoids’ Insatiable Hunger for Minerals
Our Australia Materials Analyst Rahul Anand discusses why critical minerals may be the Achilles’ heel of humanoids as demand significantly outpaces supply amid geopolitical uncertainties.Read more ins...
25 Kesä 20254min
India Outperforms with High Growth and Low Volatility
Morgan Stanley’s Chief Asia Equity Strategist Jonathan Garner explains why Indian equities are our most preferred market in Asia.Read more insights from Morgan Stanley.----- Transcript -----Welcome to...
24 Kesä 20254min
Why Stocks Can Be Resilient Despite Geopolitical Risk
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors have largely remained calm amid recent developments in the Middle East.Read more insights from Morgan Stanley.----- Transcri...
23 Kesä 20253min
Midyear Credit Outlook: An Odd Disconnect in Asia
Our analysts Andrew Sheets and Kelvin Pang explain why international issuers may be interested in so-called ‘dim sum’ bonds, despite Asia’s growth drag.Read more insights from Morgan Stanley.----- Tra...
20 Kesä 20259min
