As we enter the second half of 2022, the market is signaling a continued de-rating of equities, lingering challenges for consumers, and an increased bearishness among equity investors.

Mike Wilson: 2022 Mid-Year Takeaways

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.

Mike Wilson: 2022 Mid-Year Takeaways

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