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Morgan Stanley · Business

Morgan Stanley

Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, our firm's employees serve clients worldwide including corporations, governments, institutions and individuals. We are committed to maintaining the first-class service and high standard of excellence that have always defined the firm and everything we do is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. All interactions on/with this account are subject to the Social Media Important Information https://www.morganstanley.com/disclosures/social-media-important-information which includes Morgan Stanley’s Privacy Pledge and relevant disclaimers/disclosures. By interacting with this account, you consent to the retention and monitoring of your interactions.

Episodes

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The Global Diesel Problem

25 Sep 2026AI processed

Diesel serves as the essential fuel for the global industrial economy, powering everything from heavy transport and shipping to agricultural machinery due to its high energy density. Current geopolitical disruptions in the Middle East and Russia have removed approximately 1.5 million barrels per day from the seaborne m...

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Why Central Banks Are Raising Rates Again

22 Sep 2026AI processed

Global central banks are shifting toward more restrictive monetary policies as economic growth remains resilient despite persistent energy price pressures. The Federal Reserve is recalibrating its outlook with expected rate hikes in December and March, aiming for a terminal rate between 4.25% and 4.5%, driven by the as...

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Why the Fed May Have Further to Go

17 Sep 2026
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Break the Playbook with David Einhorn

17 Sep 2026
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One Fed Hike—Or More to Come?

17 Sep 2026AI processed

The Federal Reserve’s recent 25 basis point rate hike signals a shift toward tighter monetary policy, though its efficacy in curbing inflation remains uncertain. Much of the current inflation stems from supply-side factors, including energy costs and structural shifts, which higher interest rates struggle to address di...

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AI Debt Starts Moving the U.S. Treasurys Market

08 Sep 2026AI processed

The massive capital expenditure requirements for artificial intelligence infrastructure are driving significant shifts across global credit markets. Hyperscalers are utilizing a broad array of financing channels—including investment grade, high yield, and private credit across seven different currencies—to meet the dem...

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What Could Shake Up Markets in September?

04 Sep 2026AI processed

September historically triggers increased market volatility as investors return from summer and capital market activity restarts. Despite a calm summer with low realized volatility in U.S. stocks and yields, several catalysts suggest a shift toward higher market movement. Central bank policy remains a primary driver, w...

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The Surprising Ownership Model Beating the S&P 500

29 May 2026
5m
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What Changed After the U.S.-China Summit?

28 May 2026
3m
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Gokul Laroia on Bloomberg from the World Economic Forum

28 May 2026
13m
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Katy Huberty on Bloomberg discussing Thematics: Mapping AI’s Rate of Change

28 May 2026
5m
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The Battle for the Future of Gaming

27 May 2026
3m
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Michael Zezas on Bloomberg The Close

27 May 2026
6m
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Benjamin Huneke on CNBC's Power Lunch

27 May 2026
6m
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Asia’s Capex Boom Goes Beyond AI

26 May 2026
5m
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The New Japan Trade

22 May 2026
11m
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Alberto Tamura on Bloomberg from the Japan Summit

22 May 2026
9m
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日本の銀行業の新たな地図

22 May 2026
6m
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What’s Driving Japan’s Market Momentum

21 May 2026
11m
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Why the UK’s Economy May Surprise Investors Again

20 May 2026
12m
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