Michael Buise

09/01/2026

The yen has been sliding for years, a dynamic driven largely by near-zero Japanese interest rates that turned the Japanese currency into the world's cheapest source of funding. In late July, the U.S. joined Japan in a historic intervention to strengthen the yen, but it is again losing ground.

https://www.morganstanley.com/insights/articles/japanese-yen-weakens-after-us-intervention-2026

08/27/2026

AI shopping agents could transform how consumers discover, compare and buy products. How will retail adapt with agentic commerce on the rise?

https://www.morganstanley.com/insights/podcasts/thoughts-on-the-market/agentic-commerce-ai-next-catalyst-andrew-ruben-nathan-feather

08/25/2026

Is the AI theme evolving for investors? Our chief strategist discusses why separating excitement from economics may matter for portfolios.
https://livesocial.seismic.com/fjBOX4

08/19/2026

The market is no longer demanding just growth – but growth with durable earnings, strong margins, and free cash flow. Where will this shift to quality lead markets?

https://www.morganstanley.com/insights/podcasts/thoughts-on-the-market/mid-cycle-market-transition-mike-wilson

08/17/2026

Rates, earnings, and private markets, what is in store for the back half of 2026? Despite heightened geopolitical tensions and periodic market volatility, the first half of 2026 has been a constructive period for investors. The S&P 500 gained about 10% through the end of June, while higher bond yields have improved the income and return potential in fixed income. 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.

morganstanley.com

08/14/2026

Why do Americans feel healthcare costs rising while official inflation data looks relatively contained? Pricing dynamics, hospital margins, policy shifts, and more lie behind one of the economy's biggest inflation paradoxes.

https://www.morganstanley.com/insights/podcasts/thoughts-on-the-market/us-healthcare-costs-hospital-margins-inflation-outlook-andrew-sheets-mark-schmidt

08/11/2026

As AI data centers expand across the U.S., communities are weighing economic benefits against costs tied to power, water, land use and housing. Why should investors watch the rise of a more conditional build-out?

https://www.morganstanley.com/insights/podcasts/thoughts-on-the-market/ai-datacenter-boom-power-politics-ariana-salvatore-michelle-weaver-sarah-wolfe

08/06/2026

What would a multi-year health care need mean for your finances and portfolio? Explore planning considerations. https://livesocial.seismic.com/fnU8l8

08/03/2026

With the continued closure of the Strait of Hormuz, the oil market could continue to see turbulence and surging prices.

How much runway does the world's energy market still have?

https://www.morganstanley.com/insights/podcasts/thoughts-on-the-market/oil-market-volatility-billion-barrel-inventory-puzzle-andrew-sheets-martijn-rats

07/31/2026

Market sentiment has shifted from where expectations were last year. Markets are now pricing in at least one more interest-rate increase from the U.S. Federal Reserve this year following hotter inflation data and a more hawkish tone from policymakers.

morganstanley.com