The Stakes of Another Government Shutdown
Our Deputy Head of Global Research Michael Zezas explains why the risk of a new U.S. government shutdown is worth investor attention, but not overreaction.Read more insights from Morgan Stanley.----- ...
28 Jan 4min
A Rebound for Hong Kong’s Property Market
Our Head of Asian Gaming & Lodging and Hong Kong/India Real Estate Research Praveen Choudhary discusses the first synchronized growth cycle for Hong Kong’s major real estate segments in almost a decad...
27 Jan 4min
Four Key Themes Shaping Markets in 2026
Our Global Head of Thematic and Sustainability Research Stephen Byrd discusses Morgan Stanley’s key investment themes for this year and how they’re influencing markets and economies.Read more insights...
26 Jan 4min
How Consumers, CapEx and Fiscal Policy Are Driving Growth
In the second of their two-part roundtable, Seth Carpenter and Morgan Stanley’s top economists break down the forces influencing growth across different regions.Read more insights from Morgan Stanley....
23 Jan 15min
Mapping Global Central Bank Paths
Our Global Chief Economist Seth Carpenter joins our chief regional economists to discuss the outlook for interest rates in the U.S., Japan and Europe.Read more insights from Morgan Stanley.----- Trans...
22 Jan 12min
Pricing in Trump’s Speech at Davos
All eyes have been on President Trump’s address at the World Economic Forum. Michael Zezas, our Deputy Global Head of Research, and Ariana Salvatore, our Head of Public Policy Research, talk about pot...
22 Jan 8min
Housing Market: Limited Impact from Policy
Our co-heads of Securitized Products Jay Bacow and James Egan explain why recent U.S. government measures won’t change much the outlook for mortgage rates, home prices and sales this year.Read more in...
20 Jan 7min
What’s Driving European Stocks in 2026
Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the main themes for European stocks this year. Read more insights from Morgan Stanley....
16 Jan 11min
