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Insights on industries, markets and economies from leading Morgan Stanley Research analysts, economists and strategists. Disclosures:
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$55B to $85B in hotel-industry spending could be reshaped as AI agents transform travel booking. See what agentic AI could mean for hotels, online travel agencies and cruise lines:
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With Election Day a week away, our Head of U.S. Public Policy Research Ariana Salvatore and Wealth Management's Monica Guerra explain why the aftermath of the midterms may matter more to markets than who wins. Tune into the latest Thoughts on the Market:
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Our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen look at what could speed up tightening, what’s next for Treasury yields, and how the Fed can skip a hike now while signaling that more are coming. Tune into the latest Thoughts on the Market:
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If AI helps us live longer, the impact could extend far beyond healthcare. Longer lifespans could reshape insurance, retirement planning, asset management and financial advice. Here’s what it could mean for finance.
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The energy shock is global, but the policy response isn’t uniform. In the second of our two-part roundtable, our economists unpack the forces shaping interest rates across the U.S., Europe and Asia. Tune into the latest Thoughts on the Market:
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Distributed power could be key to unlocking the AI buildout. Morgan Stanley Research projects a U.S. data center power shortfall exceeding 100 GW by 2029. Andrew Percoco and David Arcaro break down the numbers behind the widening power gap.
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In the first of a two-part discussion, our roundtable explores how AI investment, trade and consumer spending are sustaining global growth, and what could put that resilience at risk. Tune into the latest Thoughts on the Market:
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The AI trade is shifting toward a new approach that pairs enablers with adopters whose fundamentals are improving. Click to learn more:
Flying cars may sound like science fiction, but the future of our skies is already taking shape. What happens when technology transforms how we move through the air? Explore the possibilities in The Robot Almanac:
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Our ABS Strategist Carolyn Campbell explains how rising borrowing costs are slowing the AI data center boom and what could drive a rebound in financing. Tune into the latest Thoughts on the Market:
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Our Chief Latin America Equity Strategist Nikolaj Lippmann explains why Brazil’s election, the cost of capital, AI investment and geopolitics could help unlock a new era of growth across Latin America. Tune into the latest Thoughts on the Market:
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How well firms use AI and tokenization is likely to separate winners from laggards among asset and wealth managers as the industry looks for growth beyond rising markets. Learn more:
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What’s slowing the AI buildout? Three P’s: People, Power, and Politics. From energy constraints to labor shortages and growing opposition to data centers, these bottlenecks are shaping the next phase of the AI investment cycle.
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What if long-distance travel became faster? Suborbital transport could reshape how people and goods move around the world. Explore the opportunity in the latest @MorganStanley’s Robot Almanac episode:
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U.S. mortgage rates are hovering around their highest levels in three years. Morgan Stanley Co-Heads of Securitized Products Research Jay Bacow and James Egan examine the forces keeping homeowners locked in and buyers priced out of the housing market. Tune into the latest Thoughts on the Market:
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When stocks rise, who really benefits? A surging stock market doesn't lift all households equally. Chief US Economist Michael Gapen and Heather Berger from the US Economics team unpack who gains the most, and what the uneven wealth effect means for consumer spending and the US economic outlook.
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Take note: China’s robotics ecosystem is scaling fast. Follow the thread for four ways China is shaping the future.
The future of robotics is being written today. This fact is from the latest episode of Morgan Stanley’s The Robot Almanac, exploring the data and models powering the next generation of physical AI.
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Could robotics become the foundation of the next industrial revolution? Explore the idea:
How can you spot the real opportunities in an AI-driven future? By first knowing where to look. Watch the introduction episode of The Robot Almanac from Morgan Stanley:
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