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
How Oil Could Price Amid Mideast Tensions
Our Global Commodities Strategist Martijn Rats explores three possible scenarios for oil prices in light of geopolitical shifts in the Middle East.Important note regarding economic sanctions. This res...
18 Kesä 20254min
Why Markets Should Keep an Eye on Japan’s AI Playbook
Our Senior Japan Economics Advisor discusses Japan’s systematic approach to AI and the lessons it offers for other markets.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoug...
17 Kesä 20254min
A Bullish Case for Large Cap U.S. Equities
While market sentiment on U.S. large caps turns cautious, our Chief CIO and U.S. Equity Strategist Mike Wilson explains why there's still room to stay constructive.Read more insights from Morgan Stanl...
16 Kesä 20255min
The Economic Stakes of President Trump’s Immigration Policy
Our economists Michael Gapen and Sam Coffin discuss how a drop in immigration is tightening labor markets, and what that means for the U.S. economic outlook and Fed policy. Read more insights from Mor...
13 Kesä 202510min
Midyear Credit Outlook: Slowdown in Europe
Our analysts Andrew Sheets and Aron Becker explain why European credit markets’ performance for the rest of 2025 could be tied to U.S. growth.Read more insights from Morgan Stanley.----- Transcript --...
12 Kesä 20259min
What the New Tax Bill Means for Cross-Border Portfolios
Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas reads the fine print of U.S. tax legislation to understand how it might affect foreign companies operating in the U.S....
11 Kesä 20253min
How China Is Rewriting the AI Code
Our Head of Asia Technology Research Shawn Kim discusses China's distinctly different approach to AI development and its investment implications.Read more insights from Morgan Stanley.----- Transcript...
10 Kesä 20253min
