Special Encore: A Sobering View on the Spirit...

Our Head of U.S. Public Policy Research Ariana Salvatore explains how U.S.-China tensions, export controls and domestic regulation are reshaping where AI is built, who controls it and what investors should watch.Read more insights from Morgan Stanley.----- Transcript -----Ariana ...  Show more

America’s biggest banks are opening more local branches. Our Head of U.S. Large Cap and Mid Cap Banks Research Manan Gosalia looks at the merits of physical locations.Read more insights from Morgan Stanley.----- Transcript -----Manan Gosalia: Welcome to Thoughts on the Market. I' ...  Show more

Hard seltzer made waves in the late 2010s and early 2020s as the new favorite alcohol form on the block. Ultimately, that didn’t last too long. The new darling on the alcohol market are canned spirits & cocktails and they’re running away with a staggering amount of the profits. S ...  Show more

The premium alcohol industry is about more than just indulgence. It’s a category that is garnering greater attention from consumers, investors and collectors. Increased disposable incomes, celebrity culture and social media has created new avenues for brand recognition and sales. ...  Show more

<span style="font-size: 12pt;">Alcohol is still big business in America—but the numbers are shifting. From wine to beer to spirits, sales are dropping across the board, and it's not just Gen Z driving the change.</span>

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In the United States, although alcohol sales equal about $90 Billion per year, a major part of this industry involves restaurants, live venues, and direct distribution to consumers. During the pandemic these outlets have been closed. How has the wine and alcohol industry evolved ...  Show more