Morgan Stanley

Our Global Chief Economist and Head of Macro Research Seth Carpenter discusses whether the economy can adapt fast enough to turn AI into a productivity boom rather than a labor market shock. Tune into the latest Thoughts on the Market. mgstn.ly/4cYx4Dc

Capital spending usually signals how a company is positioning itself for the future. Our Global Head of Fixed Income Research Andrew Sheets explains why this metric is getting more attention from investors. Tune into the latest Thoughts on the Market. mgstn.ly/4231z5R

Still six months out, the U.S. midterm elections are likely to influence government initiatives to deal with higher energy costs. Our Head of Public Policy Research Ariana Salvatore and Global Chief Economist Seth Carpenter discuss how the Congress and the Fed might react. Tune into the latest Thoughts on the Market. mgstn.ly/4tDD631

Market volatility is challenging traditional portfolio construction. Hear Brian Holzer and Alison Nest discuss how alternative investments may complement a 60/40 approach—and why access and manager selection matter.

Tom Wigg and Stephen Byrd discuss the accelerating pace of AI breakthroughs, the forces driving them and why the next phase of development may look very different from anything we’ve seen so far. Tune into the latest Thoughts on the Market. mgstn.ly/4ui3pfb

Major U.S. stock indexes have rebounded sharply in recent weeks. Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses the fundamentals that could support the continuation of the bull market. Tune into the latest Thoughts on the Market. mgstn.ly/3P7z7N8

“I want every single company to be also perceived as a wellness company.” On the latest Exceptional Leaders, @Wellhub’s CEO and Co-Founder Cesar Carvalho joins Emeel Salem to discuss the evolution of corporate well-being.

Kevin Warsh, President’s Trump’s nominee for the next Fed Chair, testified in front of the Senate earlier this week. Our Global Head of Fixed Income Research Andrew Sheets presents key takeaways from the two-and-half-hour testimony. Tune into the latest Thoughts on the Market. mgstn.ly/4vX31o7

Obesity medications are entering a new growth phase, supported by oral options, wider coverage and international demand. mgstn.ly/4sOSYi9

Our Global Chief Economist and Head of Macro Research Seth Carpenter asks Mayank Phadke, a member of his team, to give up an update on tariffs and their real cost to the U.S. economy. Tune into the latest Thoughts on the Market. morganstanley.com/insights/podca…

Although the conflict in Iran keeps dominating the news cycle, investors have an eye on the upcoming U.S. midterm elections. Our Deputy Global Head of Research Michael Zezas and Head of Public Policy Research Ariana Salvatore consider policy implications – from healthcare and consumer to AI. Tune into the latest Thoughts on the Market. morganstanley.com/insights/podca…

Back from the IMF Spring Meetings in Washington, Simon Waever and Seth Carpenter unpack what policy makers and investors could be underpricing: the growth hit from higher energy costs, the risk of too much tightening by central banks and why emerging markets still look resilient. Tune into the latest Thoughts on the Market. morganstanley.com/insights/podca…

Our Global Head of Thematic and Sustainability Research Stephen Byrd unpacks how major investment themes for 2026 are increasingly interconnected, generating gains for investors. Tune into the latest Thoughts on the Market. morganstanley.com/insights/podca…

Our Head of U.S. Pharma and Biotech Terence Flynn discusses how the rapid pace of adoption of weight management treatments could have far-reaching implications across healthcare, consumer behavior and global markets. Tune into the latest Thoughts on the Market. morganstanley.com/insights/podca…

Our Global Head of Fixed Income Research Andrew Sheets breaks down how Péter Magyar’s win in Hungary’s election could smooth relations with the EU and lower the risk premium in the country’s assets.Tune into the latest Thoughts on the Market. morganstanley.com/insights/podca…

After the interview, Seth Carpenter dives in with Rick Rieder on the importance of team culture and intentional talent development, especially through market cycles.

Geopolitical risk isn’t a backdrop anymore—it’s shaping markets. The latest from the Morgan Stanley Institute explores what that means for investors in 2026 and beyond. Read more and subscribe for insights straight to your inbox: mgstn.ly/4muYeWn

AI is reshaping work, but evidence of widespread job loss remains limited. History suggests productivity gains and job growth over time. mgstn.ly/4en50LN

Our Global Chief Economist Seth Carpenter concludes the two-part discussion with chief regional economists Michael Gapen, Jens Eisenschmidt and Chetan Ahya on the second order effects of the energy shock from tensions in the Middle East. Tune into the latest Thoughts on the Market. morganstanley.com/insights/podca…

MS Q1 2026 earnings: Morgan Stanley reports first quarter 2026 net revenues of $20.6 billion, net income of $5.6 billion, EPS of $3.43 and ROTCE of 27.1%. Release: mgstn.ly/4cdmTLU