The Tension Between Equities and Bonds
Our Global Head of Fixed Income Research Andrew Sheets examines what rising rates could mean for equity valuations, earnings and investor appetite.Read more insights from Morgan Stanley.----- Transcri...
2 Okt 5min
How AI and Tokenization Could Reshape Wealth Management
Betsy Graseck and Michael Cyprys explore how AI could expand advisor capacity and tokenized assets could grow into a $2.3 trillion market by 2030.Read more insights from Morgan Stanley.----- Transcrip...
1 Okt 12min
4 Market Signals Ahead of the Midterms
As investors look toward the U.S. midterm elections, the biggest question is what could change. Our Head of U.S. Public Policy Research Ariana Salvatore outlines the signals worth watching. Read more ...
30 Sep 5min
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
