Will Midterms Test the AI Investment Cycle?

Thoughts on the Market by Morgan Stanley

Oct 7, 202600:04:34Business

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. midterm elections could change the spending and policies behind it. Read more ins...

Related Episodes

Continue listening to more episodes from Thoughts on the Market.

Japan’s Banks Enter a New Era of Opportunity

Oct 6, 2026 - 00:04:18

Our Japan Financials Analyst Mia Nagasaka explains why a once-in-30-year investment cycle could transform...

Canada’s Next Growth Phase

Oct 5, 2026 - 00:05:12

Recent headlines about Canada have focused on trade uncertainty and weak productivity. But our Global Eco...

The Tension Between Equities and Bonds

Oct 2, 2026 - 00:05:12

Our Global Head of Fixed Income Research Andrew Sheets examines what rising rates could mean for equity v...

How AI and Tokenization Could Reshape Wealth Management

Oct 1, 2026 - 00:12:17

Betsy Graseck and Michael Cyprys explore how AI could expand advisor capacity and tokenized assets could...

4 Market Signals Ahead of the Midterms

Sep 30, 2026 - 00:05:03

As investors look toward the U.S. midterm elections, the biggest question is what could change. Our Head...

China’s $12 Trillion Manufacturing Upgrade

Sep 29, 2026 - 00:04:58

Our China Industrials Analyst Sheng Zhong explains how AI, robotics and a major investment cycle could tr...

The Stock Market’s Bad Breadth

Sep 28, 2026 - 00:05:14

Fewer companies have been driving equity market gains in 2026. Our CIO and Chief U.S. Equity Strategist M...

AI Meets the Physical Economy

Sep 25, 2026 - 00:10:37

Morgan Stanley Research analysts Michelle Weaver, Ravi Shanker and Dave Arcaro discuss two industrial inf...