Weighing Fed Cut Against Jobs and Inflation Risks
On Wednesday, the Fed announced its first rate cut in nine months. While the reduction was widely expected, our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen ex...
18 Sep 202511min
Special Encore: AI Takes the Wheel
Original Release Date: August 21, 2025From China’s rapid electric vehicle adoption to the rise of robotaxis, humanoids, and flying vehicles, our analysts Adam Jonas and Tim Hsiao discuss how AI is rev...
17 Sep 202512min
How U.S. Industry Is Reinventing Itself
Our strategists Michelle Weaver and Adam Jonas join analyst Christopher Snyder to discuss the most important themes that emerged from the Morgan Stanley Annual Industrials Conference in Laguna Beach.R...
16 Sep 202514min
Can Fed Cuts Bring Mortgage Rates Down?
For investors looking to make sense of housing-related assets amidst changes in Fed policy stance, our co-heads of Securitized Product Research Jay Bacow and James Egan offer their perspective on mort...
15 Sep 20257min
How Cybersecurity Is Reshaping Portfolios
Online crime is accelerating, making cybersecurity a fast-growing and resilient investment opportunity. Our Cybersecurity and Network and Equipment analyst Meta Marshall discusses the key trends drivi...
12 Sep 20253min
What’s Next for the India-China Trade?
Our Chief Asia Economist Chetan Ahya discusses how the evolving trade relationship between India and China could redefine global supply chains and unlock new investment opportunities.Read more insight...
11 Sep 20254min
Why Gold Still Holds Glitter in Markets
Our Metals & Mining Commodity Strategist Amy Gower discusses her bullish outlook for gold and what the metal’s rally in 2025 says about inflation, central banks, and global risk.Read more insights fro...
10 Sep 20254min
Can AI Make Healthcare Less Expensive?
Many Americans struggle with the rising cost of healthcare. Analysts Terence Flynn and Erin Wright explain how AI might bend the cost curve, from Morgan Stanley’s 23rd annual Global Healthcare Confere...
9 Sep 20257min
