A Revolution in Credit Markets
Our Chief Fixed Income Strategist Vishy Tirupattur is joined by Dan Toscano, the firm’s Chairman of Markets in Private Equity, unpack how credit markets are changing—and what the AI buildup means for ...
7 Jan 11min
How Venezuela Events Could Affect Markets and Policy
Our Deputy Director of Global Research Michael Zezas and our U.S. Public Policy Strategist Ariana Salvatore discuss the implications of the U.S action in Venezuela for global markets, foreign and dome...
6 Jan 5min
The Bullish Signals That Investors Overlook
Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses key catalysts that investors may be missing, but that are likely to boost U.S. equities in 2026.Read more insights from Morgan Stanley.--...
5 Jan 5min
Bigger Tax Refunds Likely to Power the Economy
Our U.S. Economist Heather Berger discusses how larger tax refunds in 2026 could boost income and help support consumer balance sheets throughout the year.Read more insights from Morgan Stanley. -----...
2 Jan 3min
Special Encore: What’s Driving U.S. Growth in 2026
Original Release Date: November 25, 2025Our Chief U.S. Economist Michael Gapen breaks down how growth, inflation and the AI revolution could play out in 2026.Read more insights from Morgan Stanley.---...
31 Dec 20257min
Special Encore: Investors’ Top Questions for 2026
Original Release Date: December 3, 2025Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas and Chief Global Cross-Asset Strategist Serena Tang address themes that are key...
30 Dec 202511min
Special Encore: Who’s Disrupting — and Funding — the AI Boom
Original Release Date: November 13, 2025Live from Morgan Stanley’s European Tech, Media and Telecom Conference in Barcelona, our roundtable of analysts discusses tech disruptions and datacenter growth...
29 Dec 202514min
Special Encore: 2026 U.S. Outlook: The Bull Market’s Underappreciated Narrative
Original Release Date: November 19, 2025Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he continues to hold on to an out-of-consensus view of a growth positive 2026, despite near-te...
26 Dec 20256min
