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Bracing for Sticker Shock
Morgan Stanley 2025-07-11 に公開
As U.S. retailers manage the impacts of increased tariffs, they have taken a number of approaches to avoid raising prices for customers. Our Head of Corporate Strategy An ...more
The Future Reckoning of Tariff Escalation
Morgan Stanley 2025-07-10 に公開
The ultimate market outcomes of President Trump’s tactical tariff escalation may be months away. Our Global Head of Fixed Income Research and Public Policy Strategy Micha ...more
Are Foreign Investors Fleeing U.S. Assets?
Morgan Stanley 2025-07-10 に公開
Our Chief Cross-Asset Strategist Serena Tang discusses whether demand for U.S. stocks has fallen and where fund flows are surging.
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How AI Is Disrupting Defense
Morgan Stanley 2025-07-08 に公開
Arushi Agarwal from the European Sustainability Strategy team and Aerospace & Defense Analyst Ross Law unpack what a reshaped defense industry means for sustainability, e ...more
Have U.S. Consumers Shaken Off Tariff Concerns?
Morgan Stanley 2025-07-08 に公開
The American consumer isn’t simply pulling back. They are changing the way they spend – and save. Our U.S. Thematic and Equity Strategist Michelle Weaver digs into the da ...more
The U.S. Housing Market Slowdown
Morgan Stanley 2025-07-07 に公開
The U.S. housing market appears to be stuck. Our co-heads of Securitized Product research, Jay Bacow and James Egan, explain how supply and demand, as well as mortgage ra ...more