The Looming Bottleneck for Global Tech
Our Head of Asia Technology Research Shawn Kim explains what disruptions to shipping in the Strait of Hormuz could mean for the global semiconductor supply chain and the immediate future of AI infrast...
13 Mar 4min
What Could Make U.S. Homes More Affordable
Our co-heads of Securitized Products Research Jay Bacow and James Egan discuss the impact of upcoming regulatory changes on U.S. mortgage rates and home sales.Read more insights from Morgan Stanley.--...
12 Mar 6min
The 20 million Barrels of Oil Conundrum
Our analysts Andrew Sheets and Martijn Rats discuss why a prolonged disruption of oil flow through the Strait of Hormuz would be unprecedented—and nearly impossible for the market to absorb.Read more ...
11 Mar 12min
Oil Rally Tests Diversification Strategy
Our Chief Cross-Asset Strategist Serena Tang discusses how rising oil prices and geopolitical tensions could make stocks and bonds move in the same direction, challenging one of the key principles of ...
10 Mar 5min
The Reasons for the Bull Market to Resume
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why history, technicals and fundamentals suggest a clearer runway for U.S. stocks six months out, despite geopolitical concerns.Read more ...
9 Mar 5min
AI’s $3 Trillion Question: How to Pay the Bill?
In the second of our two-part panel discussion from Morgan Stanley’s TMT conference, our analysts break down the complexity of financing AI’s infrastructure and the technological disruption happening ...
6 Mar 14min
AI’s Tangible Wins and Disruption
Live from Morgan Stanley’s TMT conference, our panel break down where AI is already delivering real returns—and where rapid advances are raising new risks.Read more insights from Morgan Stanley.----- ...
6 Mar 12min
How the Iran Conflict Could Move Markets
Our Deputy Global Head of Research Michael Zezas and Head of Public Policy Research Ariana Salvatore assess the potential market outcomes of the Middle East conflict, weighing its possible duration an...
4 Mar 8min
