Europe’s Defense Dilemma
Morgan Stanley Research looks at how the European defense industry might respond to military spending pressure from the Trump administration.----- Transcript -----Paul Walsh: Welcome to Thoughts on th...
27 Jan 20257min
Have Markets Hit Peak Optimism?
Our Head of Corporate Credit Research Andrew Sheets argues that while investor hopes are running high, corporate confidence isn’t.----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sh...
24 Jan 20253min
Big Debates: How Will M&A and IPOs Drive Markets in 2025?
Morgan Stanley Research analysts Michelle Weaver, Michael Cyprys and Ryan Kenny discuss the resurgence in capital markets activity and how sponsors might deploy the $4 trillion that has been sitting o...
23 Jan 202510min
Potential Economic Consequences of Trump’s Executive Orders
On his first day in office, President Trump issued a series of executive orders, signaling his intent to deliver on campaign promises. Our Global Head of Fixed Income and Public Strategy Michael Zezas...
22 Jan 20253min
Asia Outlook 2025: Three Critical Themes
Our Chief Asia Economist Chetan Ahya discusses how tariffs, the power of the U.S. dollar, and the strength of domestic demand will determine Asia’s economic growth in 2025.----- Transcript -----Welcom...
21 Jan 20254min
The Surge in Bond Yields Likely Doesn’t Present Risk – Yet
Government bond yields in the U.S. and Europe have risen sharply. Our Head of Corporate Credit Research Andrew Sheets explains why this surprising trend is not yet cause for concern.----- Transcript -...
17 Jan 20254min
Should Drop in Fed Reserves Concern Investors?
The Federal Reserve’s shrinking balance sheet could have far-reaching implications for the banking sector, money markets and monetary policy. Global Head of Macro Strategy Matthew Hornbach and Martin ...
16 Jan 20256min
Four Key Investment Themes for 2025
Our Global Head of Fixed Income & Public Policy Research Michael Zezas discusses how Morgan Stanley’s key themes – deglobalization, longevity, the future of energy, and artificial intelligence – will ...
15 Jan 20255min
