AI Spending: A New Engine for the Global Economy
AI investment is reshaping the global outlook. In part one of this economic roundtable, our panel explores where the momentum is strongest — and where investment still needs to catch up.Read more insi...
21 Heinä 0s
Why Your Medical Bill Is So High
Our analysts Andrew Sheets and Mark Schmidt unpack why U.S. healthcare feels so expensive and the potential impacts of rising hospital costs.Read more insights from Morgan Stanley.----- Transcript ---...
17 Heinä 12min
A Test for Capital Markets: Funding AI
Credit markets are stepping in to fund the surging demand for AI. Our experts Lindsay Tyler and Anish Shah explore the opportunities and risks behind this record financing wave.Read more insights from...
16 Heinä 11min
AI as a Sovereign Power
AI has become a strategic policy priority as governments race to secure their technological future. Our Head of U.S. Public Policy Research Ariana Salvatore explores what’s driving the shift and the i...
15 Heinä 5min
What’s Fueling Stocks After the AI Trade
Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses where investors may find opportunity beyond the AI sector and risks that could slow market gains.Read more insights from Morgan Stanley.-...
14 Heinä 4min
Lower Prices, Bigger Market: The Next Phase of GLP-1 Drugs
Cheaper obesity medicines could unlock broader demand, while supply-chain bottlenecks and premium-drug innovation may also shape how the market evolves. Our analysts Terence Flynn and Thibault Bouther...
13 Heinä 11min
A New Chapter for North American Trade
The USMCA review is underway, with implications beyond tariffs. Our Head of U.S. Public Policy Research Ariana Salvatore breaks down the key issues shaping the road ahead.Read more insights from Morga...
10 Heinä 4min
The AI Divide Between the U.S. and Japan
Robert Feldman and Michael Gapen discuss how AI could reshape growth, labor markets and productivity in the U.S. and Japan.Read more insights from Morgan Stanley.----- Transcript -----Robert Feldman: ...
9 Heinä 11min
