The Market Square Group at Morgan Stanley

08/26/2026

Our team is pleased to share the August edition of The Market Square Group newsletter.

This month's edition includes perspectives on the AI data center boom and its broader economic implications, market commentary on the current recovery and evolving mid-cycle environment, and a seasonal travel feature highlighting 19 U.S. destinations to consider for the end of summer.

We hope you find this month's update timely, informative, and useful as you continue thinking through the bigger picture.



Visit our website to learn more about how we can support your financial journey: https://advisor.morganstanley.com/the-market-square-group

Please enjoy the August edition of our newsletter here: CRC 5859375https://image.msmail.morganstanley.com/lib/fe9413737562077971/m/1/009c2f1c-3d6a-4e54-8f10-5edf946bce05.pdf

Check out all of our previous newsletters via the following link:
https://advisor.morganstanley.com/the-market-square-group -newsletters

08/10/2026

How much runway does the world's energy market still have? Our Head of Commodity Research Martijn Rats joins our Global Head of Fixed Income Research Andrew Sheets to explain what's causing pressure beyond renewed tensions in the Middle East.

morganstanley.com

07/27/2026

Middle-class security now depends less on income and more on balance-sheet resilience amid rising essential costs. https://livesocial.seismic.com/aSjVWi

07/20/2026

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

morganstanley.com

07/17/2026

Our team is delighted to share the July edition of our newsletter.

This edition includes information on preparing for your long-term care needs, market commentary from our leadership and research teams here at Morgan Stanley, the latest episode of Morgan Stanley's Alts Report, and a link to a website showcasing 26 recipes you'll want to try this month.

Visit our website to learn more about how we can support your financial journey: https://advisor.morganstanley.com/the-market-square-group

Please enjoy the July edition of our newsletter here: CRC # 5728163
https://image.msmail.morganstanley.com/lib/fe9413737562077971/m/1/4a89fff1-0464-4fa0-a3d1-7ef10bf0b4e5.pdf

Check out all of our previous newsletters via the following link:
https://advisor.morganstanley.com/the-market-square-group -newsletters

07/07/2026

Rapid repositioning in technology stocks has grabbed attention lately, but more subtle developments may have longer-term implications for investors, including higher real rates. https://livesocial.seismic.com/a0At0_

07/04/2026

Today, we celebrate a historic milestone: America's 250th birthday.

For two and a half centuries, the United States has been shaped by the ideals of freedom, opportunity, and civic responsibility—and strengthened by the people who continue to build, serve, innovate, and lead in their communities every day.

As we mark this moment, it's also a chance to reflect on our shared history, recognize the progress made, and recommit to the work ahead—together.

Happy 250th Birthday, America!
- The Market Square Group

06/20/2026

Our team is delighted to share the June edition of our newsletter.

This edition includes an introduction to our new intern Eli, market commentary from our leadership and research teams here at Morgan Stanley, health and wellness industry trends shaping preventative care, the latest episode of Morgan Stanley's Alts Report, and a link to a website showcasing various events in Chicago this month.

Visit our website to learn more about how we can support your financial journey: https://advisor.morganstanley.com/the-market-square-group

Please enjoy the June edition of our newsletter here: CRC # 5548535https://image.msmail.morganstanley.com/lib/fe9413737562077971/m/1/d1e63918-72d1-4abd-ba72-c795b76cde72.pdf

Check out all of our previous newsletters via the following link: https://advisor.morganstanley.com/the-market-square-group -newsletters

06/09/2026

Chief Fixed Income Strategist Vishy Tirupattur takes a look at how credit markets are adapting to fund the new phase of AI capex.

morganstanley.com