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Big Debates: The State of the Energy Transition
Morgan Stanley 2025-01-13 に公開
In the latest edition of our Big Debates miniseries, Morgan Stanley Research analysts discuss the factors that will shape the global energy market in 2025 and beyond, and ...more
Big Debates: The AI Evolution
Morgan Stanley 2025-01-13 に公開
In the first of a special series, Morgan Stanley’s U.S. Thematic Strategist Michelle Weaver discusses new frontiers in artificial intelligence with Keith Weiss, Head of U ...more
2025: Setting Expectations
Morgan Stanley 2025-01-13 に公開
Our Head of Corporate Credit Research, Andrew Sheets, offers up bull, bear and base cases for credit markets in the year ahead.
Read more about this episode: https://mgs ...more
Market Implications of Trump’s Agenda
Morgan Stanley 2025-01-10 に公開
With the inauguration of President-elect Donald Trump approaching, our Global Head of Fixed Income and Public Policy Research weighs the impact for investors of the new a ...more
What Could Shape the Global Economy in 2025
Morgan Stanley 2025-01-08 に公開
Our Global Chief Economist Seth Carpenter weighs the myriad variables which could impact global markets in 2025, and why this year may be the most uncertain for economies ...more
Will 2024’s Weak Finish Extend into the New Year?
Morgan Stanley 2025-01-07 に公開
Our CIO and Chief U.S. Equity Strategist Mike Wilson considers the year-end slump in U.S. stocks, and whether more market-friendly policies can change the narrative.
Rea ...more