Coming Soon: The Tariff Hit on Economic Data
U.S. tariffs have had limited impact so far on inflation and corporate earnings. Our Head of Corporate Credit Research Andrew Sheets explains why – and when – that might change.Read more insights from...
16 Jul 20254min
The End of the U.S. Dollar’s Bull Run?
Our analysts Paul Walsh, James Lord and Marina Zavolock discuss the dollar’s decline, the strength of the euro, and the mixed impact on European equities.Read more insights from Morgan Stanley.----- T...
16 Jul 202512min
How Wall Street Is Weathering the Tariff Storm
Stocks hold steady as tariff uncertainty continues. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains how policy deferrals, earnings resilience and forward guidance are driving the market....
14 Jul 20254min
Bracing for Sticker Shock
As U.S. retailers manage the impacts of increased tariffs, they have taken a number of approaches to avoid raising prices for customers. Our Head of Corporate Strategy Andrew Sheets and our Head of U....
11 Jul 20258min
The Future Reckoning of Tariff Escalation
The ultimate market outcomes of President Trump’s tactical tariff escalation may be months away. Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas takes a look at impli...
10 Jul 20253min
Are Foreign Investors Fleeing U.S. Assets?
Our Chief Cross-Asset Strategist Serena Tang discusses whether demand for U.S. stocks has fallen and where fund flows are surging. Read more insights from Morgan Stanley.----- Transcript -----Serena T...
9 Jul 20254min
How AI Is Disrupting Defense
Arushi Agarwal from the European Sustainability Strategy team and Aerospace & Defense Analyst Ross Law unpack what a reshaped defense industry means for sustainability, ethics and long-term investment...
8 Jul 20259min
Have U.S. Consumers Shaken Off Tariff Concerns?
The American consumer isn’t simply pulling back. They are changing the way they spend – and save. Our U.S. Thematic and Equity Strategist Michelle Weaver digs into the data. Read more insights from Mo...
7 Jul 20254min
