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Consumer Resilience
Morgan Stanley 2026-02-06 に公開
The fourth year of the equity bull market has already brought many changes, but one thing remains the same: the belief in consumer resilience. This is likely to be tested ...more
The Fed’s Course Under a New Chair
Morgan Stanley 2026-02-05 に公開
Our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen discuss the path for U.S. interest rates after the nomination of Kevin Warsh for ...more
Affordability Takes Center Stage in U.S. Policy
Morgan Stanley 2026-02-05 に公開
Affordability is back in focus in D.C. after the brief U.S. shutdown. Our Deputy Global Head of Research Michael Zezas and Head of Public Policy Research Ariana Salvatore ...more
A New Playbook for Equity Investors
Morgan Stanley 2026-02-04 に公開
Our Chief Cross-Asset Strategist Serena Tang and senior leaders from Investment Management Andrew Slimmon and Jitania Kandhari unpack new investment trends from supportiv ...more
Blackstone’s Jon Gray: Stay Calm, Stay Positive, Never Give Up
Morgan Stanley 2026-02-03 に公開
In the first episode of Hard Lessons from Morgan Stanley, Blackstone President and Chief Operating Officer Jon Gray sits down with Morgan Stanley Co-President Dan Simkowi ...more
Hard Lessons: Iconic Investors on the Calls that Shaped their Careers
Morgan Stanley 2026-02-03 に公開
From Morgan Stanley, Hard Lessons is a series where iconic investors unpack the critical moments that shaped their process—two out-of-consensus calls, one that was on the ...more