Special Episode: Check Out the Big Changes in Food Retail

Special Episode: Check Out the Big Changes in Food Retail

Where and how consumers buy their groceries may be forever changed post-pandemic. We deliver some key takeaways on the food retail industry.

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AI Rewrites the Retail Playbook

AI Rewrites the Retail Playbook

Live from the Morgan Stanley Global Consumer & Retail Conference, our analysts discuss how AI is reshaping the future of shopping in the U.S.Read more insights from Morgan Stanley.----- Transcript ---...

5 Joulu 202513min

Trends and Challenges for Consumers in 2026

Trends and Challenges for Consumers in 2026

Live from the Morgan Stanley Global Consumer & Retail Conference in New York, our analysts discuss the latest macro trends and pressures impacting the U.S. consumer.Read more insights from Morgan Stan...

4 Joulu 202511min

Investors’ Top Questions for 2026

Investors’ Top Questions for 2026

Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas and Chief Global Cross-Asset Strategist Serena Tang address themes that are key for markets next year.Read more insigh...

3 Joulu 202510min

AI Sparks New Economics for Electricity

AI Sparks New Economics for Electricity

Our South Asia Energy Analyst Mayank Maheshwari discusses how the unprecedented demand to power AI is set to transform the power industry for years to come.Read more insights from Morgan Stanley.-----...

2 Joulu 20254min

Home Affordability Still Under Pressure

Home Affordability Still Under Pressure

Our Co-Heads of Securitized Product Research Jay Bacow and James Egan discuss the outlook for mortgage rates and the U.S. housing market in 2026.Read more insights from Morgan Stanley.----- Transcript...

1 Joulu 20258min

Special Encore: How Japan’s Stablecoin Could Reshape Global Finance

Special Encore: How Japan’s Stablecoin Could Reshape Global Finance

Original Release Date: October 31, 2025Our Japan Financials Analyst Mia Nagasaka discusses how the country’s new stablecoin regulations and digital payments are set to transform the flow of money not ...

28 Marras 20255min

Special Encore: An Unprecedented Wave of Inheritances Is Coming

Special Encore: An Unprecedented Wave of Inheritances Is Coming

Original Release Date: October 10, 2025Our U.S. Thematic and Equity Strategist Michelle Weaver discusses how the largest intergenerational wealth transfer in history could reshape saving, spending and...

26 Marras 20253min

What’s Driving U.S. Growth in 2026

What’s Driving U.S. Growth in 2026

Our Chief U.S. Economist Michael Gapen breaks down how growth, inflation and the AI revolution could play out in 2026.Read more insights from Morgan Stanley.----- Transcript -----Michael Gapen: Welcom...

25 Marras 20256min

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