How AI Is Disrupting Defense
Arushi Agarwal from the European Sustainability Strategy team and Aerospace & Defense Analyst Ross Law unpack what a reshaped defense industry means for sustainability, ethics and long-term investment...
8 Heinä 20259min
Have U.S. Consumers Shaken Off Tariff Concerns?
The American consumer isn’t simply pulling back. They are changing the way they spend – and save. Our U.S. Thematic and Equity Strategist Michelle Weaver digs into the data. Read more insights from Mo...
7 Heinä 20254min
America’s Debt Story
For a special Independence Day episode, our Head of Corporate Credit Research considers a popular topic of debate, on holidays or otherwise – national debt.Read more insights from Morgan Stanley.-----...
3 Heinä 20254min
Three Possibilities for What’s Next on Tariffs
Our analysts Michael Zezas and Ariana Salvatore discuss the upcoming expiration of reciprocal tariffs and the potential impacts for U.S. trade.Read more insights from Morgan Stanley.----- Transcript -...
2 Heinä 20254min
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
