America’s Frontier-Market Origin Story
As America nears its 250th birthday, our Global Head of Fixed Income Andrew Sheets looks back at the early republic as a volatile frontier market, and what its path from credit risks to durable instit...
3 Jul 7min
Investors’ Focus Shifts to Rates and AI
Following meetings across Europe and Asia, our Global Head of Cross-Asset Strategy Research, Serena Tang, discusses two of the main themes on investors' minds: uncertainty around U.S. monetary policy ...
2 Jul 5min
What to Watch Ahead of the Midterms
With voters focused on prices and the economy, our Head of Public Policy Research Ariana Salvatore and U.S. Thematic Strategist Michelle Weaver discuss the consumer trends that could matter most headi...
1 Jul 7min
The Market Shift Investors May Be Missing
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains that gains in the stock market are expanding to more sectors and why investors should position quickly.Read more insights from Morgan Stan...
30 Jun 5min
Comeback for Europe’s Bull Market?
Europe's equity rally has surprised many investors. Our Europe Head of Research Product Paul Walsh and Chief European Equity Strategist Marina Zavolock discuss potential outcomes of the broadening mar...
29 Jun 9min
The Warsh Effect on Mortgages
Although markets may recalibrate to a different policy playbook under the new Fed chair Kevin Warsh, housing could remain in a holding pattern. Our co-heads of Securitized Products Research Jay Bacow ...
26 Jun 6min
Consumer Confidence and the U.S. Midterms
Our U.S. Public Policy Strategist Ariana Salvatore joins our Deputy Global Head of Research Michael Zezas to consider the consumer outlook and how it may impact the November midterm elections. Read mo...
25 Jun 9min
What a Quieter Fed Could Mean for Markets
In his first meeting as Fed Chair, Kevin Warsh signaled restraint in providing guidance. Our Global Head of Fixed Income Research Andrew Sheets looks at possible impacts of the new approach.Read more ...
24 Jun 3min
