Bill McFall at Morgan Stanley

09/01/2026

AI investing is entering a more demanding phase.

The easy narrative was excitement. The harder question now is economics.

Morgan Stanley notes that investors are scrutinizing AI spending more closely, favoring companies with clearer paths to profits as higher rates raise the bar for capital discipline.

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08/21/2026

What happens when the shopping cart starts thinking for you?

Morgan Stanley's latest Thoughts on the Market episode frames agentic commerce as more than a convenience story. Global e-commerce is already a nearly $5 trillion market, and AI agents could influence a meaningful share of industry volume over the next five years.

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08/19/2026

Our market signals for stocks, bonds and alternatives in the second half of 2026 indicate growth, inflation and interest rates should settle at higher levels.

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08/14/2026

On Financial Awareness Day, it's a good time to revisit the fundamentals of building a strong financial foundation. Whether you're just getting started or refining your long-term strategy, understanding the relationship between saving and investing can help you make more informed decisions for the future.

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08/11/2026

Celebrating our summer birthdays! Wishing our teammates a very happy birthday and a wonderful year ahead. Thank you for all that you do.

07/30/2026

Does your compensation extend beyond a traditional paycheck? Join us Monday, August 3 for "Planning for Retirement: IRAs, 401(k)s, RSUs, Stock Options and ESOPs," part of our Wealth Education for the Next Generation Series. You'll have the opportunity to learn how retirement plans, equity compensation and employer sponsored benefits can become powerful engines of long-term wealth. Register Here:
https://livesocial.seismic.com/aeXrR2

07/28/2026

The USMCA review is underway, with implications beyond tariffs. Our Head of U.S. Public Policy Research Ariana Salvatore breaks down the key issues shaping the road ahead.

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07/26/2026

Today, we recognize ADA Day and the importance of accessibility, inclusion, and equal opportunity for all. By continuing to listen, learn, and remove barriers, we can help build a more inclusive future together.

07/23/2026

Morgan Stanley's Macro ↔ Micro Markets Forum examined how AI, geopolitics and shifting capital flows are creating new opportunities across markets and asset classes.

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07/21/2026

After a sharp rebound, high earnings expectations and fast rotations in Big Tech are keeping the market churning sideways.

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