Fed’s Path Uncertain as Key Data Lags
Our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach discuss potential next steps for the FOMC and the risks to their views from the U.S. government shutdown. Read...
7 Nov 20259min
Supreme Court Tests Trump Tariffs
Earlier this week, the U.S. Supreme Court heard a case challenging the current administration’s tariff policy. Our Head of Fixed Income Research and Public Policy Research explains the potential magni...
6 Nov 20253min
Future of Work: AI’s Paradigm Shift for Labor
Concluding a two-part roundtable discussion, our global heads of Research, Thematic Research and Firmwide AI focus on the human impacts of AI adoption in the workplace.Read more insights from Morgan S...
5 Nov 202512min
Future of Work: AI’s Impact on Industries
In the first of a two-part roundtable discussion, our Global Head of Research joins our Global Head of Thematic Research and Head of Firmwide AI to discuss how the economic and labor impacts of AI ado...
4 Nov 202512min
More Confidence in a Bull Market
Our CIO and Chief U.S. Equity Strategist Mike Wilson looks at buying opportunities approaching year-end, as U.S. trade policy and the Fed find middle ground. Read more insights from Morgan Stanley.---...
3 Nov 20254min
How Japan’s Stablecoin Could Reshape Global Finance
Our Japan Financials Analyst Mia Nagasaka discusses how the country’s new stablecoin regulations and digital payments are set to transform the flow of money not only locally, but globally.Read more in...
31 Okt 20254min
Why Shutdown Standoff Raises Stakes for Healthcare
Our analysts Ariana Salvatore and Erin Wright explain the pivotal role of healthcare in negotiations to end the government shutdown.Read more insights from Morgan Stanley.----- Transcript -----Ariana ...
30 Okt 20255min
M&A Poised to Gain Momentum
Our Head of Corporate Credit Research Andrew Sheets explains why the recent revival of M&A activity has room to accelerate.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: W...
29 Okt 20254min
