Michael Zezas: The Macro Impacts of Oil Price...

The AI investment boom is reshaping capital markets, creating opportunities and raising questions about leverage and risk. Vishy Tirupattur and Dan Toscano discuss what this means for the credit cycle and the broader financial system.Read more insights from Morgan Stanley.----- T ...  Show more

Democrats delivered a stronger-than-expected performance in the midterms. Our Head of Public Policy Research Ariana Salvatore examines what the results could mean for Washington’s policy priorities, the balance of political power and the investment landscape.Read more insights fr ...  Show more

Gas supplies from Russia have been significantly reduced due to the war in Ukraine. OPEC has announced oil production cuts and both Europe and the U.S. have stubbornly high inflation that central banks are trying to control. With winter fast approaching, what impact will that ...

Good news on the US economy was bad news for US equities yesterday as increased interest rate expectations weighed on stocks. An expanded ban on using iPhones in China also weighed on market sentiment, and this is also spilling over to Asian markets that are a sea of red this ...

The price of oil is the central threat to the economy right now. Surging gasoline costs crimp consumer budgets. Surging diesel costs make everything more expensive. And of course, we know there are all kinds of structural impediments to increasing supply. But the stakes are huge, ...  Show more