Serena Tang: Global Cross-Asset Risk Premiums

Our Global Head of Thematic and Sustainability Research Stephen Byrd and U.S. Thematic and Equity Strategist Michelle Weaver lay out Morgan Stanley’s four key Research themes for 2026, and how those themes could unfold across markets for the rest of the year. Read more insights f ...  Show more

Our Chief LatAm Equity Strategist Nikolaj Lippmann discusses why Latin America may be approaching a rare “Spring” moment – where geopolitics, peaking rates, and elections set the scene for an investment-led growth cycle with meaningful market upside.Read more insights from Morgan ...  Show more

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Fed policymakers maintain caution ahead of minutes as risk appetite ebbs. Commodities retreat from highs amid hawkish Fed, calm in Middle East. Dollar inches high ...

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Dollar at 10-month highs, 10yr. yields jump to new 16-year peak. Dollar/yen extends uptrend, intervention risks grow. Wall Street tumbles on a blend of investor c ...

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Tech stocks lead Wall Street higher in strong first half as PCE inflation
eases. Growth optimism outweighs Fed rate hike bets as Asia rallies too.
But dol ...

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The probability of a Fed pause next week rises to 80%. Dollar gains the most against euro, loses versus the aussie. Investors are split on whether the BoC should ...