Morgan Stanley (@MorganStanley) / X

Morgan Stanley

11.9K posts

Morgan Stanley

@MorganStanley

Follow for the latest Morgan Stanley news, expert insights and to see how our integrated firm supports clients globally. Disclosures: mgstn.ly/SocialDisclosu…

Joined December 2011

Morgan Stanley
@MorganStanley
14h
Replying to @MorganStanley
Private Credit Continues to Attract Investor Capital: Despite recent concerns surrounding the private credit market, institutional investors remain committed to the asset class, with many continuing to allocate capital aggressively. Participants of the conference
1.6K
Morgan Stanley
@MorganStanley
16h
Replying to @MorganStanley
What potential risks are banks monitoring? Banks are closely tracking developments in the Middle East, particularly their potential impact on energy prices, which could put pressure on consumer spending and affect key domestic industries, including transportation and logistics.
2.6K
Morgan Stanley
@MorganStanley
17h
Replying to @MorganStanley
Borrowers Can Navigate Volatility: From the COVID-19 pandemic to new U.S. tariffs, borrowers have become increasingly adept at managing periods of heightened volatility. Whether addressing liquidity pressures or adapting to evolving leverage dynamics, companies have demonstrated
3.1K
Morgan Stanley
@MorganStanley
17h
Replying to @MorganStanley
Growth in Corporate Loans: Banks are seeing strong momentum in commercial and industrial lending across regions and sectors in the U.S. Companies are increasingly turning to loans to fund capex initiatives, pursue M&A opportunities and support broader business growth
4.8K
Morgan Stanley
@MorganStanley
17h
We're back for Day 2 of the U.S. Financials Conference. Follow this thread for key insights into today's discussions. 👇
7.7K
Morgan Stanley
@MorganStanley
Jun 10
As AI demand surges, our Asia Energy Analyst Mayank Maheshwari discusses the new multi-trillion-dollar investment cycle to secure the power, fuels, grids and storage that keep modern life running. Tune into the latest Thoughts on the Market. mgstn.ly/4vw72P2
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Morgan Stanley
@MorganStanley
Jun 10
The Head of our Europe and Asia Technology Team, Shawn Kim, explains how AI’s appetite for memory chips is boosting the cost of everything from data centers to smartphones, with consequences that may reach far beyond the tech industry. Tune into the latest Thoughts on the Market.
12K
Morgan Stanley
@MorganStanley
Jun 10
Trade policy is once again in the news with the announcement of new tariffs. Our Head of Public Policy Research Ariana Salvatore digs into why tariffs may not be a disruptive factor for markets this time. Tune into the latest Thoughts on the Market. mgstn.ly/4emcAoG
2.3K
Morgan Stanley
@MorganStanley
Jun 10
Our Global Commodities Strategist Martijn Rats discusses why the restart of oil flows through the Strait of Hormuz may be slower, tighter and messier than the market expects. Tune into the latest Thoughts on the Market. mgstn.ly/4eyCzu5
2.2K
Morgan Stanley
@MorganStanley
Jun 9
Replying to @MorganStanley
Closed-loop payment networks see potential advantages in a future of agentic commerce, particularly in fraud detection and dispute resolution given their direct relationships with both merchants and customers. As AI-driven agents scale, fraud attempts are increasing, reinforcing
1.7K
Morgan Stanley
@MorganStanley
Jun 9
Replying to @MorganStanley
Alternative asset managers see private credit as structurally sound, with systemic risk concerns overstated—especially in a healthy macro backdrop. Despite higher redemptions and softer near-term flows, underlying demand remains solid. Growth in private credit is expected to
3.9K
Morgan Stanley
@MorganStanley
Jun 9
Replying to @MorganStanley
Credit performance is better than the industry had forecast. On the consumer side, the strength of the U.S. labor market is enabling individuals to spend, borrow, and, importantly, meet their debt obligations. Strong employment conditions have supported healthy credit
6.4K
Morgan Stanley
@MorganStanley
Jun 9
Day 1 of the U.S. Financials Conference is underway. We'll be tracking the major themes, market perspectives, and industry trends discussed throughout the day. Follow this thread for updates. 👇
9.3K