Will U.S. Inflation Slow in 2026?
In the second of a two-part episode, Morgan Stanley’s chief economists talk about their near-term U.S. outlook based on tariffs, labor supply and the Fed’s response. They also discuss India’s path to ...
1 Okt 202513min
Tackling Economic Hurdles in Europe and Asia
Morgan Stanley’s chief economists discuss how policymakers in China, Japan and the European Union are addressing slower growth, deflation or the return of inflationary pressures. Read more insights ...
30 Sep 202512min
Will the Fed End the Party?
Despite large deficits, booming capital expenditures and a looser regulatory environment, the Fed appears poised to cut rates further to support the slowing labor market. This could set the stage for ...
29 Sep 20253min
Investors Monitor Washington’s Ticking Budget Clock
Our Global Head of Thematic and Fixed Income Research Michael Zezas and our U.S. Public Policy Strategist Ariana Salvatore unpack the market and economic implications of a looming government shutdown....
26 Sep 20254min
When Will the U.S. Housing Market Reactivate?
Our Co-Head of Securitized Products Research James Egan joins our Chief Economic Strategist Ellen Zentner to discuss the recent challenges facing the U.S. housing market, and the path forward for home...
25 Sep 202515min
Capital Markets Pick Up as U.S. Policy Settles
Our Global Head of Fixed Income Research and Public Policy Strategy, Michael Zezas, examines growth in IPOs and M&A amid greater certainty around trade, immigration and regulation.Read more insights f...
24 Sep 20254min
A Good ‘Perfect Storm’ for India
Our Head of India Research Ridham Desai and leaders from Morgan Stanley Investment Management Arjun Saigal and Jitania Kandhari discuss how India’s promising macroeconomic trajectory and robust capita...
23 Sep 202511min
Why the ‘Rolling Recovery’ Has Already Begun
Our CIO Mike Wilson joins U.S. Equity strategist Andrew Pauker to answer frequently asked questions about their latest economic outlook, including how U.S. equities are transitioning to a new bull mar...
22 Sep 202512min
