Bracing for Sticker Shock
As U.S. retailers manage the impacts of increased tariffs, they have taken a number of approaches to avoid raising prices for customers. Our Head of Corporate Strategy Andrew Sheets and our Head of U....
11 Juli 20258min
The Future Reckoning of Tariff Escalation
The ultimate market outcomes of President Trump’s tactical tariff escalation may be months away. Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas takes a look at impli...
10 Juli 20253min
Are Foreign Investors Fleeing U.S. Assets?
Our Chief Cross-Asset Strategist Serena Tang discusses whether demand for U.S. stocks has fallen and where fund flows are surging. Read more insights from Morgan Stanley.----- Transcript -----Serena T...
9 Juli 20254min
How AI Is Disrupting Defense
Arushi Agarwal from the European Sustainability Strategy team and Aerospace & Defense Analyst Ross Law unpack what a reshaped defense industry means for sustainability, ethics and long-term investment...
8 Juli 20259min
Have U.S. Consumers Shaken Off Tariff Concerns?
The American consumer isn’t simply pulling back. They are changing the way they spend – and save. Our U.S. Thematic and Equity Strategist Michelle Weaver digs into the data. Read more insights from Mo...
7 Juli 20254min
America’s Debt Story
For a special Independence Day episode, our Head of Corporate Credit Research considers a popular topic of debate, on holidays or otherwise – national debt.Read more insights from Morgan Stanley.-----...
3 Juli 20254min
Three Possibilities for What’s Next on Tariffs
Our analysts Michael Zezas and Ariana Salvatore discuss the upcoming expiration of reciprocal tariffs and the potential impacts for U.S. trade.Read more insights from Morgan Stanley.----- Transcript -...
2 Juli 20254min
How AI Could Transform the Real Estate Sector
Ron Kamdem, our U.S. Real Estate Investment Trusts & Commercial Real Estate Analyst, discusses how GenAI could save the real estate industry $34 billion and where the savings are most likely to be fou...
1 Juli 20255min
