Can South Korea Afford To Grow Old?
Our Chief Korea and Taiwan Economist Kathleen Oh discusses Korea's recent pension reform and its implications for the country's rapidly aging population.Read more insights from Morgan Stanley.----- Tr...
2 Mai 20254min
A Possible Roadmap for U.S. Tariff Policy
Our analysts Michael Zezas and Rajeev Sibal unpack the significance of a little-discussed clause in the Trump administration’s tariff policy, which suggests investors should think less about countries...
30 Apr 202510min
Is the Oil Market Flashing a Potential Recession Warning?
Our Global Commodities Strategist Martijn Rats discusses the ongoing volatility in the oil market and potential macroeconomic scenarios for the rest of this year.Read more insights from Morgan Stanley...
29 Apr 20254min
What Should Investors Expect from Earnings Season?
Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses how market volatility over the last month will affect equity markets as earnings season begins.Read more insights from Morgan Stanley. -...
28 Apr 20253min
Tariffs Could Drag on Growth in Asia as Well as U.S.
Our U.S. and Asia economists Michael Gapen and Chetan Ahya discuss how tariff uncertainty is shaping their expectations for these economies over the second half of 2025.Read more insights from Morgan ...
25 Apr 202511min
Will Housing Prices Keep Climbing?
Our Co-Heads of Securitized Products Research Jay Bacow and James Egan explain how mortgage rates, tariffs and stock market volatility are affecting the U.S. housing market.Read more insights from Mor...
24 Apr 20258min
Is the Beverage Industry Drying Up?
Morgan Stanley’s Head of European Consumer Staples, Sarah Simon, discusses why aging populations, wellness trends and Gen Z’s moderation are putting pressure on the long-term outlook for alcoholic bev...
23 Apr 20255min
How Investors are Playing Defense
Our Chief Cross-Asset Strategist Serena Tang discusses the market’s shifting perception of risk and what’s behind some unusual patterns in fund flows among asset classes.Read more insights from Morgan...
22 Apr 20254min
