Why the Fed Will Cut Late, But Cut More
Our Global Head of Macro Strategy Matt Hornbach and U.S. Economist Michael Gapen assess the Fed’s path forward in light of inflation and a weaker economy, and the likely market outcomes.Read more insi...
26 Jun 202511min
Humanoids’ Insatiable Hunger for Minerals
Our Australia Materials Analyst Rahul Anand discusses why critical minerals may be the Achilles’ heel of humanoids as demand significantly outpaces supply amid geopolitical uncertainties.Read more ins...
25 Jun 20254min
India Outperforms with High Growth and Low Volatility
Morgan Stanley’s Chief Asia Equity Strategist Jonathan Garner explains why Indian equities are our most preferred market in Asia.Read more insights from Morgan Stanley.----- Transcript -----Welcome to...
24 Jun 20254min
Why Stocks Can Be Resilient Despite Geopolitical Risk
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors have largely remained calm amid recent developments in the Middle East.Read more insights from Morgan Stanley.----- Transcri...
23 Jun 20253min
Midyear Credit Outlook: An Odd Disconnect in Asia
Our analysts Andrew Sheets and Kelvin Pang explain why international issuers may be interested in so-called ‘dim sum’ bonds, despite Asia’s growth drag.Read more insights from Morgan Stanley.----- Tra...
20 Jun 20259min
How Oil Could Price Amid Mideast Tensions
Our Global Commodities Strategist Martijn Rats explores three possible scenarios for oil prices in light of geopolitical shifts in the Middle East.Important note regarding economic sanctions. This res...
18 Jun 20254min
Why Markets Should Keep an Eye on Japan’s AI Playbook
Our Senior Japan Economics Advisor discusses Japan’s systematic approach to AI and the lessons it offers for other markets.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoug...
17 Jun 20254min
A Bullish Case for Large Cap U.S. Equities
While market sentiment on U.S. large caps turns cautious, our Chief CIO and U.S. Equity Strategist Mike Wilson explains why there's still room to stay constructive.Read more insights from Morgan Stanl...
16 Jun 20255min
