I’d like to wish a meaningful fast to my friends observing Yom Kippur.
The seasons changing are always a good time to reflect. Happy Fall!
Why gridlock on the next U.S stimulus package—combined with election year uncertainty—suggests there could be more downside in September and October.
MORGANSTANLEY.COM
Could the Correction Continue Further? | Morgan Stanley
As COVID-19 vaccine development continues in phase three studies, the logistics of FDA approvals, production and the complex hurdles of distribution are taking shape.
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Why Vaccine Discovery Is Just the Beginning | Morgan Stanley
Today, we remember the heroism and strength of first responders, those who gave their lives and those who survived. #NeverForget
How to explain the steady, almost mechanical rise in markets despite often weak economic data? It may come down to expectations and trend lines.
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Are Markets Really “Disconnected”? | Morgan Stanley
With mixed signals coming from the White House and Congress, should investors be concerned about no further stimulus? Why there may still be good news.
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Should Investors Prepare for No Stimulus? | Morgan Stanley
With a U.S. fiscal stimulus deal looking more likely, the risk of long-term interest rates moving higher has now increased—a shift that could benefit recovery stocks.
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Near-term Correction; Long-term Recovery? | Morgan Stanley
Do tech-driven energy efficiencies—coupled with a shift in environmental attitudes—mean oil demand will fail to recover to pre-COVID levels?
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The New Definition of “Peak Oil”? | Morgan Stanley
What is the road ahead for global markets between now and inauguration day? The answer may fall into two categories: straightaways and detours. Part one of a special two-part episode.
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U.S. Election 2020: Straightaways and Detours | Morgan Stanley
In part two of our special election episode, we look at the policies that could potentially come out of divided party control among the White House, Senate and House, and how they might impact markets.
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U.S. Election 2020: Divided Government Scenarios | Morgan Stanley
Although some volatility may lie ahead, the end of the U.S. election cycle and progress on a potential coronavirus vaccine may bring some optimism to markets.
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Is the Worst of the Correction Over? | Morgan Stanley
Don't forget to turn those clocks back - it's Daylight Savings!
Boo! Happy Halloween!
On Veteran’s Day, and every day, I’m grateful to those who have served.
All eyes are on the U.S. Presidential race as markets also weigh climbing coronavirus cases in the U.S., fiscal stimulus uncertainty and October’s jobs report.
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Markets Parse Election Results, Jobs Report | Morgan Stanley
Amid the uncertainty, three topics should be front of mind for investors: implications of a divided government, the path to fiscal stimulus and tax changes.
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Why the Election Just Got Trickier | Morgan Stanley
A unique feature of 529 plans to be aware of as we approach year-end: you may be able to contribute up to five times the annual gift tax exclusion in one year—as much as $75,000 (or $150,000 for married couples). Learn more.
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Give the Gift of Education Savings This Holiday Season | Morgan Stanley
Confidence in the ability of the central bank to suppress market volatility through aggressive policy may be misplaced.
MORGANSTANLEY.COM
An Artificial Calm? | Morgan Stanley
Happy Thanksgiving to those with us and those far away.
Although the U.S. faces a challenging winter, vaccine availability and momentum could propel the economy to expand an impressive 6% in 2021. The outlook for investors.
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Special Episode: 2021 U.S. Outlook | Morgan Stanley
As Thanksgiving approaches in the U.S., it’s worth taking a moment to be thankful for potential vaccines, a remarkably resilient economy and the strength of the human spirit.
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Giving Thanks for a Brighter 2021 | Morgan Stanley
Global economies are set for next phase of a V-shaped recovery in both developed and emerging markets. Why that could be good news for equities and credit markets.
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Special Episode: 2021 Global Outlook | Morgan Stanley
With uncertainty around tax code changes as year-end approaches, now may be a good time to revisit your estate planning strategy and take advantage of the current Unified Lifetime Gift Tax Exemption to make 529 plan contributions for your family’s education.
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Give the Gift of Education Savings This Holiday Season | Morgan Stanley
Today is the first day of winter! What traditions are you looking forward to this season?
On this special edition of the podcast, we discuss the outlook for sustainability and ESG investing in 2021 with some key themes for investors to watch.
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What’s in Store for ESG Investing? | Morgan Stanley
Wishing everyone a happy and healthy New Year!
As Congress and a new administration ponder new stimulus to navigate the pandemic, what will 2021 look like for FX and government bond markets?
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Rates and FX Markets Eye the U.S. Policy Path | Morgan Stanley
May we celebrate this day of service and remember the honorable Dr. Martin Luther King Jr.
Flipping a coin is actually more accurate than Punxsutawney Phil's weather prediction, but isn’t nearly as charming. Happy Groundhog Day!
Fun fact: Each of the faces on Mount Rushmore are 60 feet high. Happy Presidents Day!
Wishing everyone a sweet Valentine’s Day!
Will Space be the disruptor of all disruptors? And how will the post-pandemic economy affect labor markets in Europe and inflation in the U.S.? Subscribe to Thoughts on the Market Podcast. Listen for short, thoughtful takes on recent events in the markets from a variety of voices within Morgan Stanley.
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Thoughts on the Market Podcast | Morgan Stanley
Don’t forget to set your clocks forward this Sunday!
The current correction may be driven in part by the rise in U.S. Treasuries yields, but Chief Investment Officer Mike Wilson still sees a bull market in the value and more cyclically exposed equity categories.
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Still a Bull Under the Hood | Morgan Stanley
What are the potential impacts of the new administration's infrastructure and environmental agenda? Will higher interest rates lead to inflation? Subscribe to Thoughts on the Market Podcast. Listen for short, thoughtful takes on recent events in the markets from a variety of voices within Morgan Stanley.
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Thoughts on the Market Podcast | Morgan Stanley
Grateful for all the amazing women in my life today and every day. Happy International Women’s Day!
Legend says each leaf of the clover has a meaning: Hope, Faith, Love and Luck. Wishing you all of those things this St. Patrick's Day!
Could there be a tougher road ahead for small caps? How long will it take to achieve herd immunity to COVID-19? Subscribe to Thoughts on the Market Podcast for short, thoughtful takes on recent events in the markets from a variety of voices within Morgan Stanley.
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Thoughts on the Market Podcast | Morgan Stanley
