recession

Oil shocks are stagflationary, limiting the scope of central banks to cut interest rates.

If you’re betting on bear markets or mean reversion to pull asset prices back to earth, you’re stuck in a bygone era, says Viktor Shvets.

Near-term US economic and monetary policy expectations have shifted

Rising inequality is distorting markets, powering US exceptionalism, and setting the stage for potential volatility ahead.

Trump’s pivot on fiscal and trade policy has changed our macro view. We no longer expect a recession - here’s why we’ve turned bullish.

Medtech's defensive nature gives investors downside protection during bear markets.

The path to lower interest rates is clear - at least in market pricing terms.

Could the economy be dodging a recession? New data suggests a softer outcome might be on the horizon

Markets are hoping for a soft landing, but they are notoriously rare. I take a look at whether we will get one, and what to do if we don't.

And where the big opportunities lie for investors beyond AI, according to Morgan Stanley Wealth Management's Alexandre Ventelon