December 15, 2025 05:01 AM GMT US Equity Strategy | North America Weekly Warm-up: Fed Actions Support Our "Run It Hot" Thesis, but Are They Enough? The Fed executed a slightly less "hawkish" cut than expected and surprised by restarting asset purchases—a bullish signal, supporting our views, but liquidity proxies traded poorly on Friday. If this continues, it'll keep us focused on the near-term risk the Fed may not be doing enough…yet. M Idea Morgan Stanley & Co. LLC Michael J Wilson Equity Strategist M.Wil ...

December 8, 2025 05:01 AM GMT Thematic Alpha & Consumer | North America Consumer & Retail Conference Wrap Up: Thematic Takeaways and Answers to Key Questions Several key themes emerged from our consumer & retail conference including soft macro & the K-Economy, social & agentic commerce, AI adoption, health, wellness, & GLP-1s, and tariffs. We also include analyst takeaways on the health of the consumer by industry and answers to key questions. Last week, Morgan Stanley hosted its annual Global Consumer & Re ...