How to Navigate a High Inflation Regime
Our Head of Corporate Research Andrew Sheets and Chief Investment Officer for Morgan Stanley Wealth Management Lisa Shalett unpack what’s fueling persistent U.S. inflation and how investors could adju...
18 Des 202511min
U.S. Policy Breaks Past Peak Uncertainty
Our Public Policy Strategists Michael Zezas and Ariana Salvatore break down key moves from the White House, U.S. Congress and Supreme Court that could influence markets 2026.Read more insights from Mo...
17 Des 202510min
Where Investors Agree—or Don’t—With Our 2026 Outlook
Our Chief Fixed Income Strategist Vishy Tirupattur responds to some of the feedback from clients on Morgan Stanley’s 2026 global outlooks.Read more insights from Morgan Stanley.----- Transcript -----V...
16 Des 20255min
Why Market Stability Matters to the Fed
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains the significance of the Fed’s decision to resume buying $40 billion of Treasury bills monthly. Read more insights from Morgan Stanley.---...
15 Des 20254min
Is the Credit Cycle Overheating?
Our Head of Corporate Credit Research Andrew Sheets explains why 2026 might bring a credit cycle that burns hotter before it burns out.Read more insights from Morgan Stanley.----- Transcript -----Andr...
12 Des 20255min
Fed’s Next Steps and Markets’ Reactions
Our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen discuss the Fed’s path as inflation remains above its target and the labor market continues cooling.Read more ...
11 Des 202512min
Asia’s Economy and Markets in 2026
Our Chief Asia Economist Chetan Ahya and Chief China Equity Strategist Laura Wang unpack Asia’s broadening economic recovery and focus on China’s path to market stability in 2026.Read more insights fr...
10 Des 20258min
The Outlook for European Stocks in 2026
Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the key drivers, risks, and sector shifts shaping European equities in 2026. Read more...
9 Des 202511min
