The Argon Group at Morgan Stanley

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Rising earnings expectations support a constructive outlook for equities through the end of 2026, despite ongoing market...
08/27/2026

Rising earnings expectations support a constructive outlook for equities through the end of 2026, despite ongoing market risks.

morganstanley.com

AI's next bottleneck is electricity, making energy infrastructure speed a decisive driver of growth and returns.
08/18/2026

AI's next bottleneck is electricity, making energy infrastructure speed a decisive driver of growth and returns.

brightcove.net

With AI spending in the spotlight, progress on power costs, capacity utilization and water efficiency is key to addressi...
08/12/2026

With AI spending in the spotlight, progress on power costs, capacity utilization and water efficiency is key to addressing local concerns about data centers. Find out more in On the Markets.

morganstanley.com

Divided government is the base case, and markets may benefit as post-election policy uncertainty fades.
08/06/2026

Divided government is the base case, and markets may benefit as post-election policy uncertainty fades.

brightcove.net

As AI adoption matures, value may shift from infrastructure winners to integration leaders with ex*****on capacity.
08/04/2026

As AI adoption matures, value may shift from infrastructure winners to integration leaders with ex*****on capacity.

brightcove.net

As spending on pensions, defense and debt service keep increasing, European nations will need to take decisive steps to ...
07/31/2026

As spending on pensions, defense and debt service keep increasing, European nations will need to take decisive steps to stabilize debt and reorient expenditure to most productive uses.

morganstanley.com

Middle-class security now depends less on income and more on balance-sheet resilience amid rising essential costs.
07/30/2026

Middle-class security now depends less on income and more on balance-sheet resilience amid rising essential costs.

brightcove.net

Streaming is growing, but rising competition is shifting the industry's focus toward retention, content quality, and dif...
07/28/2026

Streaming is growing, but rising competition is shifting the industry's focus toward retention, content quality, and differentiation.

morganstanley.com

Markets are pricing at least one 2026 rate hike, but Morgan Stanley Research expects the Fed to stay on hold as inflatio...
07/23/2026

Markets are pricing at least one 2026 rate hike, but Morgan Stanley Research expects the Fed to stay on hold as inflation moderates, supporting Treasuries and high-quality fixed income.

morganstanley.com

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