The Politics of Powering AI
Energy costs are a key election issue and AI data centers are adding to the debate. Our Head of Public Policy Research Ariana Salvatore looks at policy discussions in Washington that could determine h...
12 Okt 4min
Will High Yields Crack the Market’s Resilience?
Markets have remained resilient despite the prospect of higher-for-longer rates. Our Global Head of Fixed Income Research Andrew Sheets considers the risks building beneath the surface.Read more insig...
9 Okt 4min
High Mortgage Rates and a Stuck Housing Market
U.S. mortgage rates are hovering around their highest levels in three years. Morgan Stanley Co-Heads of Securitized Products Research Jay Bacow and James Egan examine the forces keeping homeowners loc...
8 Okt 9min
Will Midterms Test the AI Investment Cycle?
The AI investment boom has been a defining force in markets. Our Head of Public Policy Research Ariana Salvatore looks at whether the U.S. midterm elections could change the spending and policies behi...
7 Okt 4min
Japan’s Banks Enter a New Era of Opportunity
Our Japan Financials Analyst Mia Nagasaka explains why a once-in-30-year investment cycle could transform corporate financing and open a new chapter for Japanese banks.Read more insights from Morgan S...
6 Okt 4min
Canada’s Next Growth Phase
Recent headlines about Canada have focused on trade uncertainty and weak productivity. But our Global Economist Arunima Sinha explains why the country may be on the cusp of a stronger, investment-led ...
5 Okt 5min
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
