Egan Brown - Financial Advisor at Morgan Stanley

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Structural capital gaps in housing, energy infrastructure, and business succession are creating investable pathways to l...
11/02/2026

Structural capital gaps in housing, energy infrastructure, and business succession are creating investable pathways to long-term growth.

brightcove.net

US equities fell sharply Friday, with the S&P 500 posting its worst day since June, as investors faced deepening anxiety...
10/30/2026

US equities fell sharply Friday, with the S&P 500 posting its worst day since June, as investors faced deepening anxiety over the AI trade. Read more in the 1% Move report.

morganstanley.com

The stock market and the economy don't always move in lockstep. But can stocks continue to outperform economic growth? S...
10/29/2026

The stock market and the economy don't always move in lockstep. But can stocks continue to outperform economic growth? Sarah Wolfe, Senior Economist at Morgan Stanley Wealth Management, explains.

brightcove.net

Rising equity markets and home prices have created a wealth effect that has boosted US consumer spending and the economy...
10/26/2026

Rising equity markets and home prices have created a wealth effect that has boosted US consumer spending and the economy. But looking ahead, how secure are household balance sheets?

brightcove.net

The S&P 500 closed lower Thursday, as investors weighed concerns on the size of the AI capital expenditure buildout. Rea...
10/22/2026

The S&P 500 closed lower Thursday, as investors weighed concerns on the size of the AI capital expenditure buildout. Read more in the 1% move report.

morganstanley.com

AI's next big breakthrough in health care may have less to do with discovering new drugs and more to do with delivering ...
10/21/2026

AI's next big breakthrough in health care may have less to do with discovering new drugs and more to do with delivering better care.

brightcove.net

Despite the recent flight-to-quality in the financial markets, the positive, fundamental story has not changed. It may b...
10/20/2026

Despite the recent flight-to-quality in the financial markets, the positive, fundamental story has not changed. It may be that winners and losers are starting to emerge.

brightcove.net

US equities retreated Friday as elevated financing costs amplified concerns surrounding return on investment from the AI...
10/16/2026

US equities retreated Friday as elevated financing costs amplified concerns surrounding return on investment from the AI capex buildout. Read more in the 1% Move report.

morganstanley.com

US equities fell sharply on Wednesday, as a hotter-than-expected September CPI report prompted a hawkish repricing of ne...
10/15/2026

US equities fell sharply on Wednesday, as a hotter-than-expected September CPI report prompted a hawkish repricing of near-term expectations for Fed policy. Read more in the 1% Move report:

morganstanley.com

The equity bull case still looks strong. But this business cycle, driven by AI spending, is unique and therefore hard to...
10/13/2026

The equity bull case still looks strong. But this business cycle, driven by AI spending, is unique and therefore hard to predict. Investors should watch for surprises and prepare for tactical repositioning.

brightcove.net

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