China’s $12 Trillion Manufacturing Upgrade
Our China Industrials Analyst Sheng Zhong explains how AI, robotics and a major investment cycle could transform China’s manufacturing base and its role in global supply chains.Read more insights from...
29 Sep 4min
The Stock Market’s Bad Breadth
Fewer companies have been driving equity market gains in 2026. Our CIO and Chief U.S. Equity Strategist Mike Wilson looks at what investors should make of the narrowing rally as the year enters its fi...
28 Sep 5min
AI Meets the Physical Economy
Morgan Stanley Research analysts Michelle Weaver, Ravi Shanker and Dave Arcaro discuss two industrial inflection points: how long it will be before autonomous trucking becomes a reality and why power ...
25 Sep 10min
The Global Diesel Problem
Diesel is at the center of an international supply squeeze, with prices rising to historic highs. Andrew Sheets and Martijn Rats unpack why this industrial fuel matters far beyond the pump.Read more i...
24 Sep 13min
The Unexpected Investment Case for AI Safety
Tighter AI safety requirements could reshape the pace of AI investment. Ariana Salvatore and Michael Zezas dig into why the spending may shift toward more compute, not less.Read more insights from Mor...
23 Sep 9min
Why Central Banks Are Raising Rates Again
Central banks are turning more hawkish as inflation risks increase. Our Global Chief Economist and Head of Macro Research Seth Carpenter explains what that means for the Fed, ECB and Bank of Japan.Rea...
22 Sep 5min
Market Resilience Isn’t Complacency
Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses why quality stocks, strong earnings and price momentum support his view that the bull market remains intact.Read more insights from Morga...
21 Sep 4min
Trump-Xi Talks Put Trade and Tech in Focus
As President Xi heads to Washington, trade, rare earths and AI are set to dominate the agenda. Our Head of U.S. Public Policy Research Ariana Salvatore unpacks what the meeting could mean for supply c...
18 Sep 4min
