Is the Credit Cycle Overheating?
Our Head of Corporate Credit Research Andrew Sheets explains why 2026 might bring a credit cycle that burns hotter before it burns out.Read more insights from Morgan Stanley.----- Transcript -----Andr...
12 Dec 20255min
Fed’s Next Steps and Markets’ Reactions
Our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen discuss the Fed’s path as inflation remains above its target and the labor market continues cooling.Read more ...
11 Dec 202512min
Asia’s Economy and Markets in 2026
Our Chief Asia Economist Chetan Ahya and Chief China Equity Strategist Laura Wang unpack Asia’s broadening economic recovery and focus on China’s path to market stability in 2026.Read more insights fr...
10 Dec 20258min
The Outlook for European Stocks in 2026
Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the key drivers, risks, and sector shifts shaping European equities in 2026. Read more...
9 Dec 202511min
Stocks in 2026: What’s Next for Retail Investors
Mike Wilson, our CIO and Chief U.S. Equity Strategist, and Dan Skelly, Senior Investment Strategist at Morgan Stanley Wealth Management, discuss the outlook for the U.S. stock market in 2026 and the m...
8 Dec 202513min
AI Rewrites the Retail Playbook
Live from the Morgan Stanley Global Consumer & Retail Conference, our analysts discuss how AI is reshaping the future of shopping in the U.S.Read more insights from Morgan Stanley.----- Transcript ---...
5 Dec 202513min
Trends and Challenges for Consumers in 2026
Live from the Morgan Stanley Global Consumer & Retail Conference in New York, our analysts discuss the latest macro trends and pressures impacting the U.S. consumer.Read more insights from Morgan Stan...
4 Dec 202511min
Investors’ Top Questions for 2026
Our 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 for markets next year.Read more insigh...
3 Dec 202510min
