Midyear U.S. Outlook: Equity Markets a Step Ahead?
Global trade tensions have eased after a steadying in U.S. policy shifts, leading our CIO and Chief U.S. Equity Strategist Mike Wilson to make a more bullish case for the second half of 2025.Read more...
23 Maj 20254min
Midyear Global Outlook, Pt 2: Why the U.S. Still Leads Global Markets
Our analysts Serena Tang and Seth Carpenter discuss Morgan Stanley’s out-of-consensus view on U.S. exceptionalism, and how investors should position their portfolios given the current market uncertain...
22 Maj 20258min
Midyear Global Outlook, Pt 1: Skewing to the Downside
Our analysts Seth Carpenter and Serena Tang discuss why they believe the global economy is set to slow meaningfully in the second half of 2025.Read more insights from Morgan Stanley.----- Transcript -...
21 Maj 202510min
Japan Summit: Consumer Resilience and Trade Uncertainty
Live from the Morgan Stanley Japan Summit, our analysts Chiwoong Lee and Sho Nakazawa discuss their outlook for the Japanese economy and stock market in light of the country’s evolving trade partnersh...
20 Maj 20258min
Market Risks Persist After U.S.-China Trade Detente
Markets have reacted positively to the U.S.-China détente in tariffs. Our Chief Fixed Income Strategist, Vishy Tirupattur, digs into the rallies to better understand potential longer-term outcomes.Rea...
19 Maj 20254min
Lessons Amid the Market Rollercoaster
As market uncertainty continues around the Trump administration’s trade policy, our Head of Corporate Credit Research Andrew Sheets reflects on the key takeaways that investors may learn from the ongo...
16 Maj 20253min
The Rise Of The Humanoid Economy
Our analysts Adam Jonas and Sheng Zhong discuss the rapidly evolving humanoid technologies and investment opportunities that could lead to a $5 trillion market by 2050. Read more insights from Morgan ...
15 Maj 202510min
What the Tax Debate Could Mean for Markets
Our strategists Michael Zezas and Ariana Salvatore provide context around U.S. House Republicans’ proposed tax bill and how investors should view its potential market impact.Read more insights from Mo...
14 Maj 202510min
