Why a Tariff Ruling Could Mean Consumer Relief
Arunima Sinha, from the U.S. and Global Economics team, discusses how an upcoming Supreme Court decision could reshape consumer prices, retail margins and the inflation outlook in 2026.Read more insig...
13 Helmi 4min
Signs That Global Growth May Be Ahead
Our Global Head of Fixed Income Research Andrew Sheets explains how key market indicators reflect a constructive view around the global cyclical outlook, despite a volatile start to 2026.Read more ins...
12 Helmi 4min
The Future of North American Trade
With the U.S.-Canada-Mexico Agreement coming up for review, our Head of Public Policy Research Ariana Salvatore unpacks whether our 2025 call for deeper trade integration still holds.Read more insight...
11 Helmi 4min
A Thematic Look at Market Volatility
Our Global Head of Thematic and Sustainability Research Stephen Byrd and U.S. Thematic and Equity Strategist Michelle Weaver lay out Morgan Stanley’s four key Research themes for 2026, and how those t...
10 Helmi 10min
Why Latin America’s ‘Trifecta’ Could Reshape Global Portfolios
Our Chief LatAm Equity Strategist Nikolaj Lippmann discusses why Latin America may be approaching a rare “Spring” moment – where geopolitics, peaking rates, and elections set the scene for an investme...
9 Helmi 4min
For Better or Warsh
Our Global Head of Fixed Income Research Andrew Sheets and Global Chief Economist Seth Carpenter unpack the inner workings of the Federal Reserve to illustrate the challenges that Fed chair nominee Ke...
6 Helmi 12min
The Fed’s Course Under a New Chair
Our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen discuss the path for U.S. interest rates after the nomination of Kevin Warsh for next Fed chair.Read more insi...
5 Helmi 11min
Affordability Takes Center Stage in U.S. Policy
Affordability is back in focus in D.C. after the brief U.S. shutdown. Our Deputy Global Head of Research Michael Zezas and Head of Public Policy Research Ariana Salvatore look at some proposals in pla...
4 Helmi 6min
