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. https://t.co/Cuk0z5hXiz
Join Morgan Stanley thought leaders and strategists for our Midyear Economic & Investment Outlook to explore the key drivers shaping the back half of 2026. Register here: https://t.co/AI8hh47f6x
Our Global Chief Economist and Head of Macro Strategy Seth Carpenter gives his mid-year outlook, highlighting why AI investment and U.S. consumers remain key growth engines amid energy shocks. https://t.co/ZQKwwzSZB2
Gold prices have dropped since the start of the conflict in Iran, raising doubts about the metal's traditional role as a hedge against geopolitical crises. https://t.co/9rWInlycMt
Through the Morgan Stanley Alliance for Children's Mental Health, Morgan Stanley and Sesame Workshop are delivering free resources for parents and caregivers that help young children build emotional well-being. https://t.co/daTDCsPztx
Our Global Chief Economist and Head of Macro Research Seth Carpenter discusses whether the economy can adapt fast enough to turn AI into a productivity boom rather than a labor market shock. https://t.co/tfZKzGuzez
AI adoption is rising, but its impact on the labor market remains narrow, echoing past innovation cycles that ultimately expanded employment over time. https://t.co/d2MUuTPaMj
Despite a historic disruption to global energy markets, the stock market remains resilient. Our Global Head of Fixed Income Research Andrew Sheets suggests U.S. markets may offer a steady course in the near term. https://t.co/3f1rst4NgV
Our Deputy Head of Global Research Michael Zezas and Stephen Byrd, Global Head of Thematic and Sustainability Research, discuss how the U.S. is positioning AI as a pillar of geopolitical influence and what that means for nations and investors. https://t.co/5939PPxnCF
Our Head of European Sustainability Research Rachel Fletcher talks about how AI is quickly reshaping employment and productivity across key industries and regions. https://t.co/oo8LOel7jX
Our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen discuss the path for U.S. interest rates after the nomination of Kevin Warsh for next Fed chair. https://t.co/muTr2Arx3b
In the second of their two-part roundtable, Seth Carpenter and Morgan Stanley's top economists break down the forces influencing growth across different regions. https://t.co/bH4RxIsUo6
Morgan Stanley Research's key investment themes for this year are Tech Diffusion, The Future of Energy, The Multipolar World and Societal Shifts. https://t.co/mWPfH9CLNq
Mortgage rates are forecast to decline in 2026, improving housing affordability, but challenges persist for prospective buyers. https://t.co/wrlYfZKenp
Our co-heads of Securitized Products Jay Bacow and James Egan explain why recent U.S. government measures won't change much the outlook for mortgage rates, home prices and sales this year. https://t.co/H4qXfeYBim
A resilient economy and strong corporate earnings are likely to drive continued equity gains in 2026. But these gains may be tempered, with optimism already priced into valuations and policy risks looming. https://t.co/j3nzwEnsKD
Our Deputy Director of Global Research Michael Zezas and our U.S. Public Policy Strategist Ariana Salvatore discuss the implications of the U.S action in Venezuela for global markets, foreign and domestic policy. https://t.co/SsZGHvSD0m