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

<p>Our Chief U.S. Economist Michael Gapen breaks down how growth, inflation and the AI revolution could play out in 2026.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" rel="noopener noreferrer" target="_blank">insights</a>&nbs ... Show More

<p>Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors might want to reassess their portfolios, keeping in mind the gap between market moves and monetary policy.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-1 ... Show More

<p>As market murmurs about an AI bubble, our Head of Corporate Credit Research Andrew Sheets offers some perspective on the impacts of the increasing demand for debt.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" rel="noopener ... 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>Tech stocks lead Wall Street higher in strong first half as PCE inflation<br/>eases. Growth optimism outweighs Fed rate hike bets as Asia rallies too.<br/>But dol ... 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>Banking fears persist despite contingency plans. Yen gains as equities and<br/>bond yields slide. Fed is seen pausing and initiating rate cuts. Gold<br/>skyrocket ... 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>US 10-year yield hits 16-year high as no letup in hawkish Fed rhetoric.<br/>Dollar powers ahead, euro and pound crumble, yen in danger zone. Stocks<br/>resume dec ... 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