Will AI Start Making Your Hotel Reservations?
Stephen Grambling explains how changes in booking habits could redirect billions in travel industry spending. Read more insights from Morgan...
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Thoughts on the Market
Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
Episodes
20 of 1,745 episodesThe Curious Calm of Credit Markets
It appears that credit investors have gotten most of what they’ve wished for over the last decade. Our Global Head of Fixed Income Research...
How Digital Assets Are Rewiring Financial Markets
Our Head of Digital Asset Strategy Amy Oldenburg joins Global Digital Asset Strategist Felix Stratmann discuss how tokenization, regulation,...
Signals to Watch in the U.S. Midterms
With Election Day a week away, our Head of U.S. Public Policy Research Ariana Salvatore and Wealth Management's Monica Guerra explain why th...
To Hike or Not to Hike
Our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen look at what could speed up tightening, what’s nex...
The Next Stage of the Market Correction
Is the end of the correction in sight? Our CIO and Chief U.S. Equity Strategist Mike Wilson looks at what could bring this pullback to an en...
One Global Shock, Different Rate Paths
The energy shock is global, but the policy response isn’t uniform. In the second of our two-part roundtable, our economists unpack the force...
Economic Roundtable: What’s Keeping Global Growth Going?
In the first of a two-part discussion, our roundtable explores how AI investment, trade and consumer spending are sustaining global growth,...
Inside the Biggest Bond Boom in Years
Can markets absorb this much new debt? Our panel examines strong demand for investment-grade bonds, stress in high-yield debt and the macro...
AI’s Next Winners: Signals From Private Markets
With AI startups scaling at record speed, our analysts Sabrina Hao, Adam Wood and Brian Nowak share takeaways from Morgan Stanley's Spark Co...
A Narrower Path for Growth and Stability
Higher rates can take time to filter through the economy, making their full impact difficult to judge. Arunima Sinha from our U.S. and Globa...
AI Boom Faces a Higher-Yield Roadblock
Our ABS Strategist Carolyn Campbell explains how rising borrowing costs are slowing the AI data center boom and what could drive a rebound i...
The Missing Piece in Latin America’s Bull Case
Our Chief Latin America Equity Strategist Nikolaj Lippmann explains why Brazil’s election, the cost of capital, AI investment and geopolitic...
What to Expect From the UK Budget
The UK budget arrives later this month amid competing predictions about growth, inflation and public finances. Andrew Sheets and Bruna Skari...
Asia Fixed Income Needs a Bigger Map
Our Head of Asia Credit Strategy Kelvin Pang explains why investors would benefit from a broader fixed income market in Asia, with opportuni...
The Politics of Powering AI
Energy costs are a key election issue and AI data centers are adding to the debate. Our Head of Public Policy Research Ariana Salvatore look...
Will High Yields Crack the Market’s Resilience?
Markets have remained resilient despite the prospect of higher-for-longer rates. Our Global Head of Fixed Income Research Andrew Sheets cons...
High Mortgage Rates and a Stuck Housing Market
U.S. mortgage rates are hovering around their highest levels in three years. Morgan Stanley Co-Heads of Securitized Products Research Jay Ba...
Will Midterms Test the AI Investment Cycle?
The AI investment boom has been a defining force in markets. Our Head of Public Policy Research Ariana Salvatore looks at whether the U.S. m...
Japan’s Banks Enter a New Era of Opportunity
Our Japan Financials Analyst Mia Nagasaka explains why a once-in-30-year investment cycle could transform corporate financing and open a new...