While the U.S. economy looks to be on track for a soft landing in 2023, even the smallest of setbacks could spell trouble for the end of the year.

Ellen Zentner: Is a Soft Landing for the U.S. Still Possible?

Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.

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New data on both immigration and inflation defied predictions and may have shifted the Fed’s perspective.

US Economy: Bigger, But Not Tighter

Recent data indicates the economy may avoid either a soft or hard landing for now. Our Chief U.S. Equity Strategist explains why investors should seek out quality as the economy stays aloft.

U.S. Equities: No Landing in Sight

Japan and India are currently set to lead growth in these markets, but a higher-for-longer rate environment in the U.S. could favor China, Hong Kong and others, according to our analyst.

Mixed Signals for Asia and Emerging Markets

GenAI will likely drive the exponential growth of data centers. Listen as our Capital Goods Analyst shares key takeaways on the electrical equipment central to the data center market.

A Central Piece of the GenAI Puzzle

As global conflicts escalate, our Global Head of Fixed Income and Thematic Research unpacks the possible market outcomes as companies and governments seek to bolster security.

Ellen Zentner: Is a Soft Landing for the U.S. Still Possible?

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