Good News ‘Doesn’t Go On Forever’ – Analyst Warns AI CapEx Cycle Could End In Recession
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AI Capex Amid 2025 Bull Market: What’s Next?
Index Definitions For index, indicator and survey definitions referenced in this report please visit the following: https://www.morganstanley.com/wealth-investmentsolutions/wmir-definitions Risk…
Market Recovery: U.S. Equities | Thoughts on the Market
Mike Wilson: Welcome to Thoughts on the Market. I’m Mike Wilson. Morgan Stanley’s CIO and Chief U.S. Equity…
Are We in a New Bull Market? Sep 2025
Welcome to Thoughts on the Market. I’m Andrew Watrous, G10 FX Strategist at Morgan Stanley. Today – a…
Bitcoin Market Projection for the 2nd Half of 2025
Price outlook Our analysis for the remainder of 2025 forecasts bitcoin reaching a target of $150,000 to $160,000…