Morgan Stanley(@MorganStanley):Manan Gosalia, Head of U.S. Large and Midcap Banks Research at Morgan Stanley, reflected on the theme of resilience emerging from the 17th Annual U.S. Financials Conference. While macro uncertainty and geopolitical risks remain in focus, corporate clients and consumers continue to move forward. Capital markets commentary was constructive, with strong investment banking pipelines, while deposit competition has remained more rational than many investors anticipated.

2026.06.22 13:30

Manan Gosalia, Head of U.S. Large and Midcap Banks Research at Morgan Stanley, reflected on the theme of resilience emerging from the 17th Annual U.S. Financials Conference. While macro uncertainty and geopolitical risks remain in focus, corporate clients and consumers continue to move forward. Capital markets commentary was constructive, with strong investment banking pipelines, while deposit competition has remained more rational than many investors anticipated.