Serena Tang: Global Cross-Asset Risk Pre...

Our Global Head of Thematic and Sustainability Research Stephen Byrd and U.S. Thematic and Equity Strategist Michelle Weaver lay out Morgan Stanley’s four key Research themes for 2026, and how those themes could unfold across markets for the rest of the year. Read more insights f ... Show More

Our Chief LatAm Equity Strategist Nikolaj Lippmann discusses why Latin America may be approaching a rare “Spring” moment – where geopolitics, peaking rates, and elections set the scene for an investment-led growth cycle with meaningful market upside.Read more insights from Morgan ... Show More

Our Global Head of Fixed Income Research Andrew Sheets and Global Chief Economist Seth Carpenter unpack the inner workings of the Federal Reserve to illustrate the challenges that Fed chair nominee Kevin Warsh may face.Read more insights from Morgan Stanley.----- Transcript ----- ... Show More

<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/888925/open_sms">Send us a text</a></p><p>Fed policymakers maintain caution ahead of minutes as risk appetite ebbs. Commodities retreat from highs amid hawkish Fed, calm in Middle East. Dollar inches high ... Show More

<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/888925/open_sms">Send us a text</a></p><p>Dollar at 10-month highs, 10yr. yields jump to new 16-year peak. Dollar/yen extends uptrend, intervention risks grow. Wall Street tumbles on a blend of investor c ... Show More

<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/888925/open_sms">Send us a text</a></p><p>The probability of a Fed pause next week rises to 80%. Dollar gains the most against euro, loses versus the aussie. Investors are split on whether the BoC should ... Show More

<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/888925/open_sms">Send us a text</a></p><p>US service sector unexpectedly gathers momentum. ECB officials keep a hike for next week on the table. BoE Gov. Bailey says they are ‘much nearer’ to rate peak. W ... Show More

<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/888925/open_sms">Send us a text</a></p><p>Mayhem in US bond market spills over into stocks. Dollar struggles to advance despite soaring yields. Sterling sinks on BoE decision, yen retreats after BoJ.<br/> ... Show More

<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/888925/open_sms">Send us a text</a></p><p>Drop in ISM manufacturing PMI rounds up malaise in global factory activity. Dollar and stocks steady as Fed rate path little changed, all eyes on NFP report. Auss ... Show More

<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/888925/open_sms">Send us a text</a></p><p>Aussie jumps after RBA’s shock hike, loonie buoyed ahead of BoC decision. US dollar on the backfoot after disappointing ISM services PMI. Oil and stocks struggle ... Show More