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AI Rewrites the Retail Playbook
Episode 1531
Live from the Morgan Stanley Global Consumer & Retail Conference, our analysts discuss how AI is reshaping the future of shopping in the U.S.
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9 months ago
Trends and Challenges for Consumers in 2026
Episode 1530
Live from the Morgan Stanley Global Consumer & Retail Conference in New York, our analysts discuss the latest macro trends and pressures impacting th…
9 months ago
Investors’ Top Questions for 2026
Episode 1529
Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas and Chief Global Cross-Asset Strategist Serena Tang address themes …
9 months ago
AI Sparks New Economics for Electricity
Episode 1528
Our South Asia Energy Analyst Mayank Maheshwari discusses how the unprecedented demand to power AI is set to transform the power industry for years t…
9 months ago
Home Affordability Still Under Pressure
Episode 1527
Our Co-Heads of Securitized Product Research Jay Bacow and James Egan discuss the outlook for mortgage rates and the U.S. housing market in 2026.
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9 months ago
Special Encore: How Japan’s Stablecoin Could Reshape Global Finance
Episode 1526
Original Release Date: October 31, 2025
Our Japan Financials Analyst Mia Nagasaka discusses how the country’s new stablecoin regulations and digital p…
9 months, 1 week ago
Special Encore: An Unprecedented Wave of Inheritances Is Coming
Episode 1525
Original Release Date: October 10, 2025
Our U.S. Thematic and Equity Strategist Michelle Weaver discusses how the largest intergenerational wealth tra…
9 months, 1 week ago
What’s Driving U.S. Growth in 2026
Episode 1524
Our Chief U.S. Economist Michael Gapen breaks down how growth, inflation and the AI revolution could play out in 2026.
Read more insights from Morgan …
9 months, 1 week ago
Bull Market Keeps an Eye on the Fed
Episode 1523
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 …
9 months, 2 weeks ago
AI Capex Boom Puts Credit Markets to the Test
Episode 1522
As market murmurs about an AI bubble, our Head of Corporate Credit Research Andrew Sheets offers some perspective on the impacts of the increasing de…
9 months, 2 weeks ago