AI Sparks New Economics for Electricity
Our South Asia Energy Analyst Mayank Maheshwari discusses how the unprecedented demand to power AI is set to transform the power industry for years to come.Read more insights from Morgan Stanley.-----...
2 Dec 20254min
Home Affordability Still Under Pressure
Our Co-Heads of Securitized Product Research Jay Bacow and James Egan discuss the outlook for mortgage rates and the U.S. housing market in 2026.Read more insights from Morgan Stanley.----- Transcript...
1 Dec 20258min
Special Encore: How Japan’s Stablecoin Could Reshape Global Finance
Original Release Date: October 31, 2025Our 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 ...
28 Nov 20255min
Special Encore: An Unprecedented Wave of Inheritances Is Coming
Original Release Date: October 10, 2025Our U.S. Thematic and Equity Strategist Michelle Weaver discusses how the largest intergenerational wealth transfer in history could reshape saving, spending and...
26 Nov 20253min
What’s Driving U.S. Growth in 2026
Our 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.----- Transcript -----Michael Gapen: Welcom...
25 Nov 20256min
Bull Market Keeps an Eye on the Fed
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors might want to reassess their portfolios, keeping in mind the gap between market moves and monetary policy.Read more insights...
24 Nov 20254min
AI Capex Boom Puts Credit Markets to the Test
As market murmurs about an AI bubble, our Head of Corporate Credit Research Andrew Sheets offers some perspective on the impacts of the increasing demand for debt.Read more insights from Morgan Stanle...
21 Nov 20254min
2026 Global Outlook: Micro Themes Take the Spotlight
Live from Morgan Stanley’s Asian Pacific Summit, our Chief Fixed Income Strategist Vishy Tirupattur explains why micro trends are likely to be more on focus than macro shocks next year.Read more insig...
20 Nov 20254min
