3 Policy Catalysts to Watch This Fall
Midterm elections, backlash against data centers and a U.S.-China summit. Michael Zezas and Ariana Salvatore discuss themes that could test investor confidence in the coming months.Read more insights ...
2 Sep 10min
The $33 Billion AI Security Opportunity
As AI agents gain access to sensitive enterprise systems, companies need new ways to control what they can do. Meta Marshall breaks down the emerging market for agentic identity security.Read more ins...
1 Sep 4min
From Coffee to Cans: A U.S. Caffeine Shift
Younger generations are reshaping caffeine consumption. Our U.S. Household Products and Beverage Analyst Dara Mohsenian discusses how the growing appetite for energy drinks could influence beverage ha...
31 Aug 5min
The Politics Behind the Rising U.S. Debt
Our Head of U.S. Public Policy Research Ariana Salvatore looks at what the midterms may reveal about politician’s appetite for tackling the faster-than-expected increase in the U.S. debt.Read more ins...
28 Aug 4min
Jackson Hole Tests the Fed’s Framework
Investors are keeping a close eye on Jackson Hole for signals on the economic outlook and the path for rates. Our Chief U.S. economist Michael Gapen joins Global Head of Macro Strategy Matthew Hornbac...
27 Aug 12min
When Does Higher U.S. Debt Start to Matter?
Our Global Head of Fixed Income Research Andrew Sheets discusses when and how higher yields and mounting U.S. debt could become more than abstract concerns.Read more insights from Morgan Stanley.-----...
26 Aug 4min
Measuring the Market’s Megatrends
Paul Walsh, Michelle Weaver and Daniel Blake discuss how thematic mapping can help investors separate true beneficiaries from market hype and identify risks hiding beneath the surface.Read more insigh...
25 Aug 8min
Markets Faces Hotter, Shorter Cycles
Bonds may no longer provide the shelter investors have expected. Our CIO and Chief U.S. Equity Strategist Mike Wilson talks about the changing relationship between inflation, yields and risk.Read more...
24 Aug 5min
