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2026年の相場を方向付ける4つの主要テーマ
Morgan Stanley 2026-01-26 に公開
今年のカギとなる投資テーマは何なのか、それらは市場と経済にどう影響するのか。モルガン・スタンレーの考えを弊社テーマ別リサーチおよびサステナビリティリサーチ・グローバル責任者のスティーブン・バードが解説します。
このエピソードを英語で聴く。 (https://mgstnly.lnk.to/uUBgSORS)
トランスクリプ ...more
How Consumers, CapEx and Fiscal Policy Are Driving Growth
Morgan Stanley 2026-01-23 に公開
In the second of their two-part roundtable, Seth Carpenter and Morgan Stanley’s top economists break down the forces influencing growth across different regions.
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Mapping Global Central Bank Paths
Morgan Stanley 2026-01-22 に公開
Our Global Chief Economist Seth Carpenter joins our chief regional economists to discuss the outlook for interest rates in the U.S., Japan and Europe.
Read more about th ...more
Pricing in Trump’s Speech at Davos
Morgan Stanley 2026-01-22 に公開
All eyes have been on President Trump’s address at the World Economic Forum. Michale Zezas, our Deputy Global Head of Research, and Ariana Salvatore, our Head of Public P ...more
Housing Market: Limited Impact from Policy
Morgan Stanley 2026-01-20 に公開
Our co-heads of Securitized Products Jay Bacow and James Egan explain why recent U.S. government measures won’t change much the outlook for mortgage rates, home prices an ...more
What’s Driving European Stocks in 2026
Morgan Stanley 2026-01-17 に公開
Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the main themes for European stocks this year.
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