Bill McFall at Morgan Stanley

10/21/2026

Markets have remained resilient despite the prospect of higher-for-longer rates. Our Global Head of Fixed Income Research Andrew Sheets considers the risks building beneath the surface.

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10/17/2026

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.

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10/14/2026

Diesel is at the center of an international supply squeeze, with prices rising to historic highs. Andrew Sheets and Martijn Rats unpack why this industrial fuel matters far beyond the pump.

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10/08/2026

After raising interest rates for the first time in more than three years, the Fed still doesn't see policy as restrictive. Our Global Head of Fixed Income Research Andrew Sheets breaks down what that could mean for the monetary policy path.

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09/29/2026

Affordability concerns are shaping the election backdrop, with implications for policy expectations and sectors such as technology and energy.

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09/25/2026

To America's favorite daughter, Dolly, thank you for showing us what it means to lead with heart, humor, grit, and grace.
On National Daughters Day, which falls on 9/25, we celebrate a daughter of Tennessee who became a daughter of America, lifting generations through her music, generosity, storytelling, and unmistakable light. Happy National Daughters Day, Dolly. You will always be loved.

09/17/2026

The Fed may have raised rates by 25 basis points.

But the bigger question is whether that move can actually solve the inflation problem in front of it.

Morgan Stanley's Michael Gapen points to a tension investors should watch closely: if much of today's inflation is being driven by supply-side forces, energy and structural AI demand, higher rates may not hit the source directly.

One hike may not change the story. But more hikes could pressure the parts of the economy that are already most rate-sensitive.

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09/11/2026

As we approach September 11, 2026, we pause to remember the 25th anniversary of the attacks of September 11, 2001.

This day remains a solemn moment in our nation's history — a time to honor the nearly 3,000 lives lost, recognize the courage of first responders and everyday citizens, and reflect on the resilience shown by families, communities, and the country in the years that followed.

Today, we remember those we lost, honor those who served, and reaffirm our commitment to never forget.