AI Capex Boom Puts Credit Markets to the Test
As market murmurs about an AI bubble, our Head of Corporate Credit Research Andrew Sheets offers some perspective on the impacts of the increasing demand for debt.Read more insights from Morgan Stanle...
21 Nov 20254min
2026 Global Outlook: Micro Themes Take the Spotlight
Live from Morgan Stanley’s Asian Pacific Summit, our Chief Fixed Income Strategist Vishy Tirupattur explains why micro trends are likely to be more on focus than macro shocks next year.Read more insig...
20 Nov 20254min
2026 U.S. Outlook: The Bull Market’s Underappreciated Narrative
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he continues to hold on to an out-of-consensus view of a growth positive 2026, despite near-term risks.Read more insights from Morgan ...
19 Nov 20255min
2026 Global Outlook: A Strong Year for Risk Assets
Our Chief Global Economist Seth Carpenter and Global Cross-Asset Strategist Serena Tang return to conclude their two-part episode on 2026 outlooks and explain why the market environment is turning in ...
18 Nov 202510min
2026 Global Outlook: Slower Growth and Inflation
In the first of a two-part episode presenting our 2026 outlooks, Chief Global Cross-Asset Strategist Serena Tang has Chief Global Economist Seth Carpenter explain his thoughts on how economies around ...
17 Nov 202510min
2026 Midterm Elections: What’s at Stake for Markets
Michael Zezas, our Global Head of Fixed Income Research and Public Policy Strategy, highlights what investors need to watch out for ahead of next year’s U.S. congressional elections.Read more insights...
14 Nov 20253min
Who’s Disrupting — and Funding — the AI Boom
Live from Morgan Stanley’s European Tech, Media and Telecom Conference in Barcelona, our roundtable of analysts discusses tech disruptions and datacenter growth, and how Europe factors in.Read more in...
13 Nov 202515min
Europe in the Global AI Race
Live from Morgan Stanley’s European Tech, Media and Telecom conference in Barcelona, our roundtable of analysts discuss artificial intelligence in Europe, and how the region could enable the Agentic A...
13 Nov 202511min
