Jon D. Neuhaus

Managing Director, Private Wealth Advisor at Morgan Stanley. For information, visit my website. NMLS#: 1278664. CA Insurance License #: 0E27464.

[Jon D. Neuhaus @JonNeuhausMSPWM]

AI's next bottleneck is electricity, making energy infrastructure speed a decisive driver of growth and returns. https://t.co/DcLVrmqamT

[Jon D. Neuhaus @JonNeuhausMSPWM]

Hedged strategies may regain portfolio relevance as inflation and real yields weaken bonds' diversification role. https://t.co/CNCSTA0wom

[Jon D. Neuhaus @JonNeuhausMSPWM]

With AI spending in the spotlight, progress on power costs, capacity utilization and water efficiency is key to addressing local concerns about data centers. Find out more in On the Markets. https://t.co/tZajo3ESlY

[Jon D. Neuhaus @JonNeuhausMSPWM]

Why has the market's mood soured in recent weeks? Investors seem to want more compensation for risk and this could be a healthy development. https://t.co/MacR85EIyk

[Jon D. Neuhaus @JonNeuhausMSPWM]

Divided government is the base case, and markets may benefit as post-election policy uncertainty fades. https://t.co/ms8XZBOkSd

[Jon D. Neuhaus @JonNeuhausMSPWM]

As AI adoption matures, value may shift from infrastructure winners to integration leaders with execution capacity. https://t.co/x4jSWUtyyT

[Jon D. Neuhaus @JonNeuhausMSPWM]

Affordable housing's supply-demand imbalance is creating durable opportunities across public and private markets for impact-oriented capital. https://t.co/QH7UHQszme

[Jon D. Neuhaus @JonNeuhausMSPWM]

When outstanding corporate earnings cannot drive the equity market higher, fundamentals may be changing. Is the bull market's narrative at an inflection point? https://t.co/aPYy3QKIqJ

[Jon D. Neuhaus @JonNeuhausMSPWM]

Tokenization is modernizing market infrastructure, improving settlement, collateral efficiency, and access across traditional assets. https://t.co/zueOldXPB9

[Jon D. Neuhaus @JonNeuhausMSPWM]

Middle-class security now depends less on income and more on balance-sheet resilience amid rising essential costs. https://t.co/Wtr8DBMH4u

[Jon D. Neuhaus @JonNeuhausMSPWM]

Despite plenty of good news, the equity market has been trading in a tight range and has failed to push through its all-time high set in June. What does it mean when good news is not good enough? https://t.co/2C8ZIveV9x

[Jon D. Neuhaus @JonNeuhausMSPWM]

This Independence Day, we celebrate the 250th anniversary of our nation and reflect on the shared values that make our country great. Wishing everyone a happy July 4th, filled with family, friends and fun.

[Jon D. Neuhaus @JonNeuhausMSPWM]

Rapid repositioning in technology stocks has grabbed attention lately, but more subtle developments may have longer-term implications for investors, including higher real rates. https://t.co/n4UoKdrHOd

[Jon D. Neuhaus @JonNeuhausMSPWM]

Emerging markets are increasingly differentiated, making active country and sector selection more important for diversification and returns. https://t.co/9zDODXHbe6

[Jon D. Neuhaus @JonNeuhausMSPWM]

Over one week, investors gained clarity on the opening of the Strait of Hormuz, new leadership at the Fed and the impact of record-high issuance. Relief is understandable, but are the issues resolved? https://t.co/uHDoltKKkX

[Jon D. Neuhaus @JonNeuhausMSPWM]

Happy Father's Day to all the incredible fathers and father figures out there!

[Jon D. Neuhaus @JonNeuhausMSPWM]

On Juneteenth, we commemorate the end of slavery in the United States and celebrate the rich culture and history of Black Americans.

[Morgan Stanley @MorganStanley]

Some moments stay with you. A look back at the extraordinary team behind a milestone achievement.

Morgan Stanley was honored to support @SpaceX team through its IPO, serving as joint lead bookrunner and hosting the opening of trading in our offices last week as sole stabilization agent.

[Jon D. Neuhaus @JonNeuhausMSPWM]

Housing affordability is becoming a structural constraint, reshaping wealth building and first-time buyer access. https://t.co/B7BSwktkn7

[Morgan Stanley @MorganStanley]

@SpaceX An inside look of the opening trade at Morgan Stanley’s headquarters. Honored to be the sole stabilization agent. Congrats all!