Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives a
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains the challenges to growth for U.S. stoc
Our Hong Kong/China Transportation & Infrastructure Analyst Qianlei Fan explores how a potential
Our Global Chief Economist Seth Carpenter explains the potential domino effect that President Trump’
Our co-heads of Securitized Products Research, James Egan and Jay Bacow, explain how the increase in
Our CIO and Chief U.S. Equity Strategy Mike Wilson suggests that stock, factor and sector selection
Our Global Head of Fixed Income and Public Policy Research, Michael Zezas, joins our Chief U.S. Econ
Our Head of Foreign Exchange & Emerging Markets Strategy James Lord discusses how much
The down-to-the-deadline nature of Trump’s trade policy has created market uncertainty. Our Head of
Our Chief Asia Economist Chetan Ahya discusses the potential impact of reciprocal U.S. tariffs on As
Global Head of Fixed Income and Public Policy Research Michael Zezas and Head of Global Evaluation,
Our Chief Fixed Income Strategist Vishy Tirupattur thinks that efficiency gains from Chinese AI star
Our Hong Kong/China Transportation & Infrastructure Analyst Qianlei Fan explains why a resurgenc
Our Global Head of Fixed Income Research & Public Policy Strategy Michael Zezas discusses the po
Our analysts Ariana Salvatore, Stephen Byrd and Devin McDermott discuss President Trump’s four execu
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why U.S. stocks took a hit that is lik
Morgan Stanley Research analysts Michelle Weaver, Chris Snyder and Nik Lippmann discuss U.S.-Mexico
Our Global Head of Fixed Income and Public Policy Research, Michael Zezas, and Global Head of Macro
Our Head of Corporate Credit Research and Head of Retail Consumer Credit discuss what choppy demand
Our Global Head of Fixed Income and Public Policy Research Michael Zezas and Chief Asia Economist Ch
Morgan Stanley Research looks at how the European defense industry might respond to military spendin
