Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
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Sep 29, 2026 · 4:58
Our China Industrials Analyst Sheng Zhong explains how AI, robotics and a major investment cycle could transform China’s manufacturing base and its role in global supply chains.…
Sep 28, 2026 · 5:14
Fewer companies have been driving equity market gains in 2026. Our CIO and Chief U.S. Equity Strategist Mike Wilson looks at what investors should make of the narrowing rally as…
Sep 25, 2026 · 10:37
Morgan Stanley Research analysts Michelle Weaver, Ravi Shanker and Dave Arcaro discuss two industrial inflection points: how long it will be before autonomous trucking becomes a…
Sep 24, 2026 · 13:41
Diesel is at the center of an international supply squeeze, with prices rising to historic highs. Andrew Sheets and Martijn Rats unpack why this industrial fuel matters far…
Sep 23, 2026 · 9:44
Tighter AI safety requirements could reshape the pace of AI investment. Ariana Salvatore and Michael Zezas dig into why the spending may shift toward more compute, not less. Read…
Sep 22, 2026 · 5:01
Central banks are turning more hawkish as inflation risks increase. Our Global Chief Economist and Head of Macro Research Seth Carpenter explains what that means for the Fed, ECB…
Sep 21, 2026 · 4:58
Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses why quality stocks, strong earnings and price momentum support his view that the bull market remains intact. Read…
Sep 18, 2026 · 4:51
As President Xi heads to Washington, trade, rare earths and AI are set to dominate the agenda. Our Head of U.S. Public Policy Research Ariana Salvatore unpacks what the meeting…
Sep 17, 2026 · 4:26
After raising interest rates for the first time in more than three years, the Fed still doesn’t see policy as restrictive. Our Global Head of Fixed Income Research Andrew Sheets…
Sep 16, 2026 · 11:40
Our Global Head of Macro Strategy Matthew Hornbach joins our Chief U.S. Economist Michael Gapen to discuss the Fed’s potential next moves and how energy prices are influencing…
Sep 15, 2026 · 5:21
Our CIO and Chief U.S. Equity Strategist Mike Wilson breaks down how the market is transitioning to a mid-cycle environment, with leadership shifting toward higher-quality,…
Sep 14, 2026 · 8:50
Healthcare companies are rethinking their business models as patients gain more control over how they access care and purchase medicine. Our analysts Erin Wright and Terence…
Sep 11, 2026 · 11:13
Heather Berger of the U.S. Economics Team hosts Wealth Management Senior Economist and Strategist Sarah Wolfe to discuss what it takes to define the middle class in America…
Sep 10, 2026 · 5:01
Our Global Head of Fixed Income Research Andrew Sheets discusses when markets may not adequately compensate investors for uncertainty around themes like Fed policy, AI financing…
Sep 9, 2026 · 5:06
Big Tech is pouring more than $1.4 trillion into AI, prompting investors to ask: Is it worth it? Our U.S. Internet analyst Brian Nowak looks at three business models that could…
Sep 8, 2026 · 9:04
U.S. Treasurys are the foundation of the bond market. But our strategists Matthew Hornbach and Vishy Tirupattur explain the growing impact of corporate credit as AI financing…
Sep 4, 2026 · 3:30
Investors have plenty to digest this month, from economic data to central-bank decisions. Our Global Head of Fixed Income Research Andrew Sheets outlines what could drive the…
Sep 3, 2026 · 5:30
Our Global Commodities Strategist Martijn Rats explains how tightening supply and shrinking buffers are pushing Brent prices up again, and what that would mean for fuel costs and…
Sep 2, 2026 · 10:26
Midterm elections, backlash against data centers and a U.S.-China summit. Michael Zezas and Ariana Salvatore discuss themes that could test investor confidence in the coming…
Sep 1, 2026 · 4:16
As AI agents gain access to sensitive enterprise systems, companies need new ways to control what they can do. Meta Marshall breaks down the emerging market for agentic identity…
Aug 31, 2026 · 5:09
Younger generations are reshaping caffeine consumption. Our U.S. Household Products and Beverage Analyst Dara Mohsenian discusses how the growing appetite for energy drinks could…
Aug 28, 2026 · 4:44
Our Head of U.S. Public Policy Research Ariana Salvatore looks at what the midterms may reveal about politician’s appetite for tackling the faster-than-expected increase in the…
Aug 27, 2026 · 12:08
Investors are keeping a close eye on Jackson Hole for signals on the economic outlook and the path for rates. Our Chief U.S. economist Michael Gapen joins Global Head of Macro…
Aug 26, 2026 · 4:19
Our Global Head of Fixed Income Research Andrew Sheets discusses when and how higher yields and mounting U.S. debt could become more than abstract concerns. Read more insights…
Aug 25, 2026 · 8:31
Paul Walsh, Michelle Weaver and Daniel Blake discuss how thematic mapping can help investors separate true beneficiaries from market hype and identify risks hiding beneath the…
Aug 24, 2026 · 5:12
Bonds may no longer provide the shelter investors have expected. Our CIO and Chief U.S. Equity Strategist Mike Wilson talks about the changing relationship between inflation,…
Aug 21, 2026 · 5:14
AI’s enormous capital requirements are reshaping the way companies tap credit markets. Our Chief Fixed Income Strategist Vishy Tirupattur takes stock of this summer’s key…
Aug 20, 2026 · 7:56
AI is becoming a matter of national strategy, as countries seek more control over their own technology. Our Heads of U.S. Public Policy Ariana Salvatore and Global Thematic…
Aug 19, 2026 · 4:34
From chocolate and sugar prices to energy markets and inflation, El Niño’s impacts may soon reach far beyond the weather forecast. Our Latin America Agribusiness Analyst Julia…
Aug 19, 2026 · 4:36
After a historic rally and a sharp correction, South Korea’s equity market may be approaching a turning point. Our Chief Korea Equity Strategist, Joon Seok, explains that the…
Aug 17, 2026 · 9:07
Our analysts Andrew Ruben and Nathan Feather discuss how AI shopping agents could transform how consumers discover, compare and buy products and the implications for eCommerce.…
Aug 14, 2026 · 4:39
Our Global Head of Fixed Income Research Andrew Sheets examines why investors might be overlooking the stability and performance of UK assets, despite persistent negative…
Aug 13, 2026 · 12:45
Robotaxis are accelerating along the road to commercial viability. Auto and Shared Mobility Analysts Andrew Percoco and Tim Hsiao discuss what this rapid development means for…
Aug 12, 2026 · 4:27
The potential path to a durable U.S.–Iran agreement has twists and obstacles ahead. Our Head of U.S. Public Policy Research Ariana Salvatore discusses current negotiations and…
Aug 11, 2026 · 5:09
Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses a new market cycle, in which investors are demanding more than just growth from companies. Read more insights from…
Aug 10, 2026 · 8:15
Our U.S. Consumer Finance Analyst Jeff Adelson and our Co-Head of Securitized Product Research Jay Bacow explain why AI can transform the way Americans shop for, manage and…
Aug 7, 2026 · 5:08
Our Head of U.S. Public Policy Research Ariana Salvatore explains how U.S.-China tensions, export controls and domestic regulation are reshaping where AI is built, who controls…
Aug 6, 2026 · 4:06
America’s biggest banks are opening more local branches. Our Head of U.S. Large Cap and Mid Cap Banks Research Manan Gosalia looks at the merits of physical locations. Read more…
Aug 5, 2026 · 3:58
From short-term interest rates to long-term bond yields, the Fed's credibility is being tested. Global Head of Fixed Income Research Andrew Sheets discussed inflation, Federal…
Aug 4, 2026 · 13:42
Head of US Public Policy Strategy Ariana Salvatore and US Thematic Strategist Michelle Weaver, alongside Senior Economist and Strategist in Morgan Stanley’s Private Wealth…
Aug 3, 2026 · 5:52
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors should favor quality as the market moves from early-cycle momentum to more disciplined, mid-cycle…
Jul 31, 2026 · 8:40
Our Strategist Michelle Weaver talks to Michael Zezas and Jessica Alsford, Co-Directors of the Morgan Stanley Institute, about how AI, energy resilience and industrial policy are…
Jul 30, 2026 · 4:08
Our Global Head of Thematic and Sustainability Research Stephen Byrd explains why the recent AI infrastructure selloff may reflect technical pressures, not weakening…
Jul 29, 2026 · 13:07
How much runway does the world’s energy market still have? Our Head of Commodity Research Martijn Rats joins our Global Head of Fixed Income Research Andrew Sheets to explain…
Jul 28, 2026 · 10:49
Our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen unpack what is likely to influence this week’s interest rate decision by the Fed. Read…
Jul 27, 2026 · 5:10
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he thinks the bull market has entered a new phase, with more focus on quality. Read more insights from Morgan…
Jul 24, 2026 · 4:28
Looking at clues from the past, our Global Head of Fixed Income Research Andrew Sheets examines how the recurring themes – from deregulation to volatility – are shaping markets…
Jul 23, 2026 · 5:00
Despite growing political resistance, investment in data centers isn't slowing. Ariana Salvatore explains why supply constraints may actually accelerate AI capital spending. Read…
Jul 22, 2026 · 4:17
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why market leadership is rotating beyond semiconductors and where investors may find opportunities despite near-term…
Jul 21, 2026 · 12:35
In the second part of our economic roundtable, Michael Gapen, Jens Eisenschmidt and Chetan Ahya join Seth Carpenter to discuss how central banks are balancing sticky inflation,…
Jul 21, 2026 · 12:58
AI investment is reshaping the global outlook. In part one of this economic roundtable, our panel explores where the momentum is strongest — and where investment still needs to…
Jul 17, 2026 · 12:18
Our analysts Andrew Sheets and Mark Schmidt unpack why U.S. healthcare feels so expensive and the potential impacts of rising hospital costs. Read more insights from Morgan…
Jul 16, 2026 · 11:52
Credit markets are stepping in to fund the surging demand for AI. Our experts Lindsay Tyler and Anish Shah explore the opportunities and risks behind this record financing wave.…
Jul 15, 2026 · 5:09
AI has become a strategic policy priority as governments race to secure their technological future. Our Head of U.S. Public Policy Research Ariana Salvatore explores what’s…
Jul 14, 2026 · 4:55
Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses where investors may find opportunity beyond the AI sector and risks that could slow market gains. Read more…
Jul 13, 2026 · 11:45
Cheaper obesity medicines could unlock broader demand, while supply-chain bottlenecks and premium-drug innovation may also shape how the market evolves. Our analysts Terence…
Jul 10, 2026 · 4:46
The USMCA review is underway, with implications beyond tariffs. Our Head of U.S. Public Policy Research Ariana Salvatore breaks down the key issues shaping the road ahead. Read…
Jul 9, 2026 · 11:07
Robert Feldman and Michael Gapen discuss how AI could reshape growth, labor markets and productivity in the U.S. and Japan. Read more insights from Morgan Stanley. -----…
Jul 8, 2026 · 4:15
Our Global Head of Fixed Income Research Andrew Sheets outlines what could potentially go wrong and disrupt markets’ optimism this summer. Read more insights from Morgan Stanley.…
Jul 7, 2026 · 12:11
The biggest AI stocks have had a remarkable run – but questions still remain. Our Head of Americas Specialty Sales, Thomas Wigg, speaks with Global Head of Thematic and…
Jul 6, 2026 · 5:08
A changing macro backdrop is creating new opportunities across the equity market. Our CIO and Chief U.S. Equity Strategist Mike Wilson looks at what's driving the shift and where…
Jul 3, 2026 · 7:16
As America nears its 250th birthday, our Global Head of Fixed Income Andrew Sheets looks back at the early republic as a volatile frontier market, and what its path from credit…
Jul 2, 2026 · 5:16
Following meetings across Europe and Asia, our Global Head of Cross-Asset Strategy Research, Serena Tang, discusses two of the main themes on investors' minds: uncertainty around…
Jul 1, 2026 · 7:17
With voters focused on prices and the economy, our Head of Public Policy Research Ariana Salvatore and U.S. Thematic Strategist Michelle Weaver discuss the consumer trends that…
Jun 30, 2026 · 5:46
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains that gains in the stock market are expanding to more sectors and why investors should position quickly. Read more…
Jun 29, 2026 · 9:09
Europe's equity rally has surprised many investors. Our Europe Head of Research Product Paul Walsh and Chief European Equity Strategist Marina Zavolock discuss potential outcomes…
Jun 26, 2026 · 6:02
Although markets may recalibrate to a different policy playbook under the new Fed chair Kevin Warsh, housing could remain in a holding pattern. Our co-heads of Securitized…
Jun 25, 2026 · 9:48
Our U.S. Public Policy Strategist Ariana Salvatore joins our Deputy Global Head of Research Michael Zezas to consider the consumer outlook and how it may impact the November…
Jun 24, 2026 · 3:52
In his first meeting as Fed Chair, Kevin Warsh signaled restraint in providing guidance. Our Global Head of Fixed Income Research Andrew Sheets looks at possible impacts of the…
Jun 23, 2026 · 12:53
First-time homebuyers may get short windows of relief, but our co-head of Securitized Products Research James Egan and Senior Economist and Strategist in Morgan Stanley's Private…
Jun 22, 2026 · 4:51
Our CIO and Chief U.S. Equity Strategist Mike Wilson reacts to Kevin Warsh’s first Fed meeting, explaining why the new chair’s credibility may require letting markets experience…
Jun 18, 2026 · 11:08
As AI investment keeps growing, our strategists Carolyn Campbell and Vishwas Patkar discuss the many ways tech infrastructure gets financed and the opportunities for investors.…
Jun 17, 2026 · 4:20
AI’s appetite for memory has turned chips into an inflationary factor. Our U.S. Public Policy Strategist Ariana Salvatore looks at what policymakers could do to reduce that…
Jun 16, 2026 · 12:29
Our Global Head of Macro Strategy Matthew Hornbach and our Chief U.S. Economist Michael Gapen discuss the signals investors will be seeking from the new Fed Chair leading his…
Jun 15, 2026 · 4:58
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why the recent equity correction may be more reset than reversal and where investors may find the next…
Jun 12, 2026 · 12:57
Chief Asia Economist Chetan Ahya joins Head of India Research and Chief India Equity Strategist Ridham Desai to break down India’s macro outlook, capital flows and sector…
Jun 11, 2026 · 4:37
Our Global Head of Fixed Income Research Andrew Sheets explains our differentiated view of a potential benign outlook for inflation, despite the recent acceleration. Read more…
Jun 10, 2026 · 13:21
Morgan Stanley analysts Ravi Shanker and Jeff Adelson take a look at what the fight for affluent, loyal travelers could mean for banks and airlines. Read more insights from…
Jun 9, 2026 · 4:56
As AI demand surges, our Asia Energy Analyst Mayank Maheshwari discusses the new multi-trillion-dollar investment cycle to secure the power, fuels, grids and storage that keep…
Jun 8, 2026 · 4:32
The Head of our Europe and Asia Technology Team, Shawn Kim, explains how AI’s appetite for memory chips is boosting the cost of everything from data centers to smartphones, with…
Jun 5, 2026 · 4:12
Trade policy is once again in the news with the announcement of new tariffs. Our Head of Public Policy Research Ariana Salvatore digs into why tariffs may not be a disruptive…
Jun 4, 2026 · 4:52
Our Global Commodities Strategist Martijn Rats discusses why the restart of oil flows through the Strait of Hormuz may be slower and tighter than the market expects. Read more…
Jun 3, 2026 · 5:06
Chief Fixed Income Strategist Vishy Tirupattur takes a look at how credit markets are adapting to fund the new phase of AI capex. Read more insights from Morgan Stanley. -----…
Jun 2, 2026 · 4:11
Our Global Head of Fixed Income Research Andrew Sheets takes a closer look at potential investment paths when markets appear increasingly synchronized around a few macro themes.…
Jun 1, 2026 · 4:54
Our U.S. Hardlines, Broadlines and Food Retail Analyst Simeon Gutman explains how affordability and new shopping habits are changing how Americans choose and care for their pets.…
May 29, 2026 · 4:03
Commercial real estate debt is now one of the market’s most avoided asset classes. Our Global Head of Fixed Income Research Andrew Sheets explains why there may be an opportunity…
May 28, 2026 · 3:00
Our Deputy Global Head of Research Michael Zezas explains why the recent U.S.-China summit may have eased near-term risks, without changing the bigger picture for investors. Read…
May 27, 2026 · 3:52
As AI changes the video game industry, Matt Cost, from Morgan Stanley’s U.S. Internet team, takes us through the game play and what could drive the next level of engagement. Read…
May 26, 2026 · 5:05
Our Chief Asia Economist Chetan Ahya looks at why spending not only on AI, but also on energy and defense, could drive Asia's strongest industrial cycle in decades. Read more…
May 22, 2026 · 11:03
The conclusion of our two-part episode from Morgan Stanley and MUFG’s Japan Summit looks at structural shifts in Japan’s economy and Prime Minister Sanae Takaichi’s strategic…
May 21, 2026 · 11:18
Recorded live at the Morgan Stanley and MUFG Japan Summit, our Global Chief Economist and Head of Macro Research Seth Carpenter led a discussion on Asia’s exposure to the energy…
May 20, 2026 · 12:27
Our Global Head of Fixed Income Research Andrew Sheets and Chief UK Economist Bruna Skarica discuss why they see a more constructive UK outlook than markets do, despite energy,…
May 19, 2026 · 5:48
Despite recent pressure on stocks, our CIO and Chief U.S. Equity Strategist Mike Wilson argues that earnings and AI’s impact remain stronger than many investors appreciate. Read…
May 18, 2026 · 4:23
Our Global Head of Banks and Diversified Finance Research Betsy Graseck explains how digital assets could reshape market infrastructure and how money moves, without overthrowing…
May 15, 2026 · 5:02
Our Chief Cross-Asset Strategist Serena Tang explains why investors should stay constructive in 2026, even as oil prices and geopolitics add volatility. Read more insights from…
May 14, 2026 · 5:30
Our Global Chief Economist and Head of Macro Strategy Seth Carpenter gives his midyear outlook, highlighting why AI investment and U.S. consumers remain key growth engines amid…
May 13, 2026 · 4:20
Our Head of Public Policy Research Ariana Salvatore goes through the main topics on the table during the meeting between Presidents Trump and Xi: Taiwan, tariffs and the Iran…
May 12, 2026 · 5:09
Our U.S. Healthcare Analyst Erin Wright discusses how health tracking and preventive diagnostics could influence healthcare costs and different industries, from fitness to…
May 11, 2026 · 4:35
Our Global Head of Fixed Income Research Andrew Sheets explains the economic theory behind the unwavering spending on AI infrastructure. Read more insights from Morgan Stanley.…
May 8, 2026 · 11:35
As real estate values reset and cap rates widen, net lease is back in focus—but the approach has changed. Ron Kamdem and Hank D’Alessandro explain. Read more insights from Morgan…
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