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The 20 million Barrels of Oil Conundrum
Morgan Stanley 2026-03-11 に公開
Our analysts Andrew Sheets and Martijn Rats discuss why a prolonged disruption of oil flow through the Strait of Hormuz would be unprecedented—and nearly impossible for t ...more
Bonus: Pick One with Stan Druckenmiller
Morgan Stanley 2026-03-11 に公開
Morgan Stanley’s Iliana Bouzali turns the tables on Stan Druckenmiller with a multiple-choice game that reveals his latest macro views, what he’s watching around asset bu ...more
The Morgan Stanley Blueprint: TWFG: From $10,000 to a Public Company
Morgan Stanley 2026-03-11 に公開
In this episode of the Morgan Stanley Blueprint, TWFG’s Founder and CEO Gordy Bunch shares his ambitious goal of turning $10,000 into a public insurance company that empo ...more
Oil Rally Tests Diversification Strategy
Morgan Stanley 2026-03-10 に公開
Our Chief Cross-Asset Strategist Serena Tang discusses how rising oil prices and geopolitical tensions could make stocks and bonds move in the same direction, challenging ...more
The Reasons for the Bull Market to Resume
Morgan Stanley 2026-03-09 に公開
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why history, technicals and fundamentals suggest a clearer runway for U.S. stocks six months out, despite ge ...more
強気相場が再開される理由
Morgan Stanley 2026-03-09 に公開
地政学的な懸念があるにもかかわらず、歴史、テクニカル要因、そしてファンダメンタルズは向こう6ヵ月間の米国株式の動向が意外に明確であることを示唆しています。弊社の最高投資責任者兼米国チーフ株式ストラテジストのマイク・ウィルソンがその理由をご説明します。
このエピソードを英語で聴く。 (https://mgstnly.lnk.to/ICW ...more