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2025 Midyear Investment Outlook: All Eyes on the U.S.

Outlooks

2025 Midyear Economic Outlook: A Widespread Deceleration

Outlooks

Thoughts on the Market

Insights
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About Us
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
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- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
  Leadership
  
  Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. Our board of directors and senior executives hold the belief that capital can and should benefit all of society.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
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  From our origins as a small Wall Street partnership to becoming a global firm of more than 80,000 employees today, Morgan Stanley has been committed to clients and communities for 89 years.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
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- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
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  Morgan Stanley is differentiated by the caliber of our diverse team. Our culture of access and inclusion has built our legacy and shapes our future, helping to strengthen our business and bring value to clients.
- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
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- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
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- Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way. Underpinning all that we do are five core values.
  
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Featured

Explore Our Culture

Careers

Yes, You Can Be a Tech Innovator at Morgan Stanley

Technology

Research

Through timely, in-depth analysis of companies, industries, markets and world economies, Morgan Stanley has earned its reputation as a leader in the field of investment research.

Insights

Research

Who Bears the Risk of 'Buy Now, Pay Later'?

Jun 9, 2025

The adoption of short-term installment loans is growing quickly among U.S. shoppers, raising concerns about whether they conceal consumer debt.

Research

Bank M&A Poised to Pick Up

Jun 9, 2025

The U.S. banking industry could begin a new wave of consolidation as regulators become more favorable to deals and fears of a recession subside.

Research

2025 Midyear Economic Outlook: A Widespread Deceleration

May 28, 2025

Global growth is likely to slow in 2025 and 2026 as the shock of higher U.S. tariffs crimps demand around the world.

Research

2025 Midyear Investment Outlook: All Eyes on the U.S.

May 28, 2025

Amid slow growth—not no growth—expect reasonable returns from equities, consider an overweight in core fixed income, and favor U.S. assets over the rest of the world.

Research

AI in China: A Sleeping Giant Awakens

May 22, 2025

China has set its sights on achieving global artificial intelligence leadership by 2030. By then, its AI investments could deliver a 52% return on invested capital, according to Morgan Stanley Research.

Research

Luxury's Delay in Regaining Its Sparkle

May 20, 2025

The luxury goods industry is facing a challenging phase as the global economy slows amid increased concerns regarding U.S. consumers and no pickup in Chinese spending.

Research

Humanoids: A $5 Trillion Market

May 14, 2025

The number of robots that resemble and act like humans is likely to reach nearly 1 billion by 2050, with China currently leading in development.

Research

The Exponential Growth of Obesity Drugs

May 9, 2025

The global market for weight-loss medications could reach $150 billion by 2035.

Research

Tariffs Hit the Shelves

May 5, 2025

U.S. retailers and consumers are bracing for the impact of U.S. tariffs, with expectations of higher costs and potentially weaker demand.

Research

Canada’s Election Results Target Economic Growth

May 2, 2025

The Liberal Party’s victory in Canada’s federal election is likely to lead to spending measures that may help offset the impact of U.S. tariffs.

Research

Can Fermentation Unlock the Future of Food?

Apr 25, 2025

The market for fermented foods is growing as companies seek new ways to develop nutritious, affordable, sustainable food.

Research

A Sharp Slowdown in Asia

Apr 21, 2025

Asia’s economies are likely to see a drag on growth as tariff-related uncertainties hurt corporate confidence and trade.

Research

A Pivotal Time For Japanese Investors

Apr 15, 2025

As inflation returns to Japan, investors are looking for new ways to protect their assets, a trend that’s creating opportunities for the local financial industry.

Research

U.S. Economy Still On the Edge

Apr 11, 2025

The decision to delay the implementation of reciprocal tariffs helps reduce risks, but prolonged uncertainty clouds the outlook for the U.S. economy.

Research

Egg Prices Should Finally Crack

Apr 7, 2025

After disappearing from shelves and reaching record high prices in February, eggs are coming back to retail stores and should become cheaper in the coming weeks.

Research

Tariffs Could Jeopardize Growth Outlook and Rate Cuts

Apr 3, 2025

Morgan Stanley says a June rate cut is less likely in light of new tariffs and an increased risk of inflation.

Research

Unlocking the Housing Market

Mar 21, 2025

A decline in mortgage rates could help boost home sales, with potential positive effects on the economy overall.

Research

Regulation Offers a Boost for Banks

Mar 18, 2025

A more favorable U.S. regulatory environment is likely to fuel lending and activity in capital markets, improving the outlook for bank earnings.

Research

AI Earns Its Keep

Mar 11, 2025

Beyond the technology industry, companies from diverse segments are seeing positive results of their investments in artificial intelligence and try to leverage those benefits into stronger financial performance.

Research

GenAI Revenue Could Surpass $1 Trillion By 2028

Mar 4, 2025

Software and Internet companies are likely to see their revenue from Generative AI rise more than 20-fold over the next three years, with a positive return on investments as soon as 2025.

Research

A Watershed Moment for AI

Feb 25, 2025

DeepSeek’s announcement that it has developed an AI model at a fraction of competitors’ costs has had ripple effects through the tech industry and beyond. Here are five areas for investors to watch.

Research

How Immigration Affects Growth and Inflation

Feb 5, 2025

People are the fundamental driver of the economy, and where they live and choose to move in the world has significant and varied implications for growth, inflation and public policy.

Research

Four Standout Investment Themes for 2025

Jan 22, 2025

Deglobalization, the continued evolution of AI, longevity and the future of energy could provide investment opportunities in the years ahead.

Exceptional Leaders/Exceptional Ideas

Research

Tufan Erginbilgiç: Leading Rolls-Royce's Bold Transformation

Mar 25, 2025

Morgan Stanley sits down with Rolls-Royce CEO Tufan Erginbilgiç to explore how he’s leading an iconic brand through a bold transformation – focusing on innovation, mindset shifts, and a granular strategy for growth

Research

Arista Networks: Leading Cloud Networking in the Age of AI

Feb 28, 2025

Morgan Stanley sits down with Arista Networks CEO Jayshree Ullal to explore how the company maintains startup agility as an industry leader.

Research

Qualcomm's Cristiano Amon: Setting the Pace of Innovation

Nov 22, 2024

Morgan Stanley sits down with Qualcomm CEO Cristiano Amon to talk about how the company is setting the pace of innovation in mobile computing.

Research

Adobe CEO Shantanu Narayen: What AI Means for Innovation

Sep 26, 2024

Morgan Stanley sits down with Adobe Chairman and CEO Shantanu Narayen to talk about the challenges and opportunities around GenAI.

Research

Trip.com Group: What AI Means for Travel

Jul 9, 2024

Morgan Stanley sits down with Trip.com Group CEO Jane Sun to talk about how AI is changing travel and her vision for building the world’s largest travel agency.

Research

Iberdrola: Leading the Charge on Clean Electricity

Jun 5, 2024

Morgan Stanley sits down with Iberdrola Executive Chairman Ignacio Galán to talk about his love for the natural world, the most important drivers of progress in the energy transition and the investment case for green electricity.

Research

Morgan Stanley’s James Gorman: Seizing the Moment

Apr 22, 2024

James Gorman, Morgan Stanley’s Executive Chairman, reflects on his 14-year tenure as CEO, leading the firm during periods of unprecedented disruption and opportunity.

Research

Van Hauwermeiren: 'Everyone Can Innovate'

Feb 28, 2024

Tim Van Hauwermeiren, co-founder and CEO of argenx, talks about how the biotech develops novel treatments for autoimmune conditions, why the line between success and failure is “razor thin” for fledgling companies and why innovation should happen in all corners of an organization.

Research

Delta's Ed Bastian: Making Travel Magical

Nov 8, 2023

Delta Air Lines CEO Ed Bastian talks about how the COVID-19 pandemic helped build brand loyalty, his conviction to take tough stands and how he sees sustainability shaping the future of air travel.

Research

Astrazeneca: Creating a Culture of Innovation

Sep 7, 2023

Pascal Soriot, the CEO of AstraZeneca, talks about how AI is changing drug development, the significance of ‘smart chemo’ and why real innovation requires taking risks.

Research

The Home Depot: 'Our Culture is our Differentiator'

Oct 4, 2023

Ted Decker, CEO of The Home Depot, talks about the outlook for home improvement after its pandemic-driven boom, why technology makes DIY more accessible, and how he plans to lead The Home Depot through the next phase of growth.

Listen to Thoughts on the Market

Ideas

Are Any Stocks Immune to Tariffs?

Mar 31, 2025

Policy questions and growth risks are likely to persist in the aftermath of the Trump administration’s upcoming tariffs. Our CIO and Chief U.S. Equity Strategist Mike Wilson outlines how to seek investments that might mitigate the fallout.

Thoughts on the Market Podcast

New Worries in the Credit Markets

Mar 28, 2025

As credit resilience weakens with a worsening fundamental backdrop, our Head of Corporate Credit Research Andrew Sheets suggests investors reconsider their portfolio quality.

Thoughts on the Market Podcast

Tariff Fallout: Where Do Markets Go From Here?

Apr 4, 2025

As markets continue reacting to the Trump administration’s tariffs, Michael Zezas, our Global Head of Fixed Income Research and Public Policy Strategy, lists the expected impacts for investors across equity sectors and asset classes.

Thoughts on the Market Podcast

India’s Resurgence Should Weather Trade Tensions

Mar 13, 2025

Our Chief Asia Economist Chetan Ahya discusses the early indications of India’s economic recovery and why the country looks best-positioned in the region for growth.

Thoughts on the Market Podcast

European Banks Spark Rising Investor Interest

Mar 25, 2025

Our European Heads of Diversified Financials and Banks Research Bruce Hamilton and Alvaro Serrano discuss the biggest themes and debates from the recent Morgan Stanley European Financials Conference.

Thoughts on the Market Podcast

Global Energy Markets and the U.S. Election

Sep 5, 2024

Our U.S. Public Policy and Global Commodities strategists discuss how the outcome of the election could affect energy markets in the U.S and around the world.

Thoughts on the Market Podcast

Should Drop in Fed Reserves Concern Investors?

Jan 16, 2025

The Federal Reserve’s shrinking balance sheet could have far-reaching implications for the banking sector, money markets and monetary policy. Global Head of Macro Strategy Matthew Hornbach and Martin Tobias from the U.S. Interest Rate Strategy Team discuss.

Events

Research

Morgan Stanley Technology, Media and Telecom | San Francisco 2025

Feb 25, 2025

Discover the latest trends in generative AI and other themes shaping technology, media and telecom from this year’s TMT conference in San Francisco.

Research

Morgan Stanley European Financials Conference | London 2025

Mar 18, 2025

Discover the latest trends and themes shaping the global financial industry from this year’s 21st annual conference in London.

Research

A New Space Economy on the Edge of Liftoff

Feb 17, 2021

Join Morgan Stanley as we explore the market forces, technology and imagination driving the new Space Age. Just as the elevator changed real estate, will the reusable rocket bring opportunities we can't yet imagine?

Meet Our Analysts

Profile

Research

Who Bears the Risk of 'Buy Now, Pay Later'?

Bank M&A Poised to Pick Up

2025 Midyear Economic Outlook: A Widespread Deceleration

2025 Midyear Investment Outlook: All Eyes on the U.S.

AI in China: A Sleeping Giant Awakens

Luxury's Delay in Regaining Its Sparkle

Humanoids: A $5 Trillion Market

The Exponential Growth of Obesity Drugs

Tariffs Hit the Shelves

Canada’s Election Results Target Economic Growth

Can Fermentation Unlock the Future of Food?

A Sharp Slowdown in Asia

A Pivotal Time For Japanese Investors

U.S. Economy Still On the Edge

Egg Prices Should Finally Crack

Tariffs Could Jeopardize Growth Outlook and Rate Cuts

Unlocking the Housing Market

Regulation Offers a Boost for Banks

AI Earns Its Keep

GenAI Revenue Could Surpass $1 Trillion By 2028

A Watershed Moment for AI

How Immigration Affects Growth and Inflation

Four Standout Investment Themes for 2025

Tufan Erginbilgiç: Leading Rolls-Royce's Bold Transformation

Arista Networks: Leading Cloud Networking in the Age of AI

Qualcomm's Cristiano Amon: Setting the Pace of Innovation

Adobe CEO Shantanu Narayen: What AI Means for Innovation

Trip.com Group: What AI Means for Travel

Iberdrola: Leading the Charge on Clean Electricity

Morgan Stanley’s James Gorman: Seizing the Moment

Van Hauwermeiren: 'Everyone Can Innovate'

Delta's Ed Bastian: Making Travel Magical

Astrazeneca: Creating a Culture of Innovation

The Home Depot: 'Our Culture is our Differentiator'

Are Any Stocks Immune to Tariffs?

New Worries in the Credit Markets

Tariff Fallout: Where Do Markets Go From Here?

India’s Resurgence Should Weather Trade Tensions

European Banks Spark Rising Investor Interest

Global Energy Markets and the U.S. Election

Should Drop in Fed Reserves Concern Investors?

Morgan Stanley Technology, Media and Telecom | San Francisco 2025

Morgan Stanley European Financials Conference | London 2025

A New Space Economy on the Edge of Liftoff

Michael Zezas

Benjamin Swinburne

Adam Jonas