The New Japan Trade
The conclusion of our two-part episode from Morgan Stanley and MUFG’s Japan Summit looks at structural shifts in Japan’s economy and Prime Minister Sanae Takaichi’s strategic growth agenda.Read more i...
22 Touko 11min
What’s Driving Japan’s Market Momentum
Recorded live at the Morgan Stanley and MUFG Japan Summit, our Global Chief Economist and Head of Macro Research Seth Carpenter led a discussion on Asia’s exposure to the energy shock and Japan’s bull...
21 Touko 11min
Why the UK’s Economy May Surprise Investors Again
Our Global Head of Fixed Income Research Andrew Sheets and Chief UK Economist Bruna Skarica discuss why they see a more constructive UK outlook than markets do, despite energy, fiscal and political ri...
20 Touko 12min
The Case for Staying Bullish on Equities
Despite recent pressure on stocks, our CIO and Chief U.S. Equity Strategist Mike Wilson argues that earnings and AI’s impact remain stronger than many investors appreciate.Read more insights from Morg...
19 Touko 5min
How Digital Assets Are Changing Banking
Our Global Head of Banks and Diversified Finance Research Betsy Graseck explains how digital assets could reshape market infrastructure and how money moves, without overthrowing wholesale banking.Read...
18 Touko 4min
Investing Through an Uneasy Boom
Our Chief Cross-Asset Strategist Serena Tang explains why investors should stay constructive in 2026, even as oil prices and geopolitics add volatility.Read more insights from Morgan Stanley.----- Tra...
15 Touko 5min
Global Growth Faces an Energy Test
Our Global Chief Economist and Head of Macro Strategy Seth Carpenter gives his midyear outlook, highlighting why AI investment and U.S. consumers remain key growth engines amid energy shocks.Read more...
14 Touko 5min
What to Expect From the U.S.-China Summit
Our Head of Public Policy Research Ariana Salvatore goes through the main topics on the table during the meeting between Presidents Trump and Xi: Taiwan, tariffs and the Iran conflict.Read more insigh...
13 Touko 4min
