Faceoff: U.S. vs. European Equities
Our analysts Paul Walsh, Mike Wilson and Marina Zavolock debate the relative merits of U.S. and European stocks in this very dynamic market moment.Read more insights from Morgan Stanley.
2 Apr 202510min
What’s Weighing on U.S. Consumer Confidence?
Our analysts Arunima Sinha, Heather Berger and James Egan discuss the resilience of U.S. consumer spending, credit use and homeownership in light of the Trump administration’s policies.Read more insig...
2 Apr 20259min
Are Any Stocks Immune to Tariffs?
Policy questions and growth risks are likely to persist in the aftermath of the Trump administration’s upcoming tariffs. Our CIO and Chief U.S. Equity Strategist Mike Wilson outlines how to seek inves...
31 Mar 20254min
New Worries in the Credit Markets
As credit resilience weakens with a worsening fundamental backdrop, our Head of Corporate Credit Research Andrew Sheets suggests investors reconsider their portfolio quality.Read more insights from Mo...
28 Mar 20253min
New Tariffs, New Patterns of Trade
Our global economists Seth Carpenter and Rajeev Sibal discuss how global trade will need to realign in response to escalating U.S. tariff policy.Read more insights from Morgan Stanley.
27 Mar 20259min
Is the Future of Food Fermented?
Our European Sustainability Strategists Rachel Fletcher and Arushi Agarwal discuss how fermentation presents a new opportunity to tap into the alternative proteins market, offering a solution to mount...
26 Mar 20257min
European Banks Spark Rising Investor Interest
Our European Heads of Diversified Financials and Banks Research Bruce Hamilton and Alvaro Serrano discuss the biggest themes and debates from the recent Morgan Stanley European Financials Conference.R...
25 Mar 20256min
Key Indicators of How Far Markets Could Rebound
Our CIO and Chief U.S. equity strategist Mike Wilson discusses investors’ outlook following last week’s Fed meeting, and lists the key signals to gauge whether stocks can fully rebound from the recent...
24 Mar 20254min
