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
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
