Bill McFall at Morgan Stanley

10/08/2026

After raising interest rates for the first time in more than three years, the Fed still doesn't see policy as restrictive. Our Global Head of Fixed Income Research Andrew Sheets breaks down what that could mean for the monetary policy path.

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09/29/2026

Affordability concerns are shaping the election backdrop, with implications for policy expectations and sectors such as technology and energy.

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09/25/2026

To America's favorite daughter, Dolly, thank you for showing us what it means to lead with heart, humor, grit, and grace.
On National Daughters Day, which falls on 9/25, we celebrate a daughter of Tennessee who became a daughter of America, lifting generations through her music, generosity, storytelling, and unmistakable light. Happy National Daughters Day, Dolly. You will always be loved.

09/17/2026

The Fed may have raised rates by 25 basis points.

But the bigger question is whether that move can actually solve the inflation problem in front of it.

Morgan Stanley's Michael Gapen points to a tension investors should watch closely: if much of today's inflation is being driven by supply-side forces, energy and structural AI demand, higher rates may not hit the source directly.

One hike may not change the story. But more hikes could pressure the parts of the economy that are already most rate-sensitive.

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09/11/2026

As we approach September 11, 2026, we pause to remember the 25th anniversary of the attacks of September 11, 2001.

This day remains a solemn moment in our nation's history — a time to honor the nearly 3,000 lives lost, recognize the courage of first responders and everyday citizens, and reflect on the resilience shown by families, communities, and the country in the years that followed.

Today, we remember those we lost, honor those who served, and reaffirm our commitment to never forget.

09/10/2026

Midterm elections, backlash against data centers and a U.S.-China summit. Michael Zezas and Ariana Salvatore discuss themes that could test investor confidence in the coming months.

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09/07/2026

This Labor Day is one for you all to enjoy, reflect on the hard work of the Americans who made this country great, and remember all of your well-earned achievements this past year. Enjoy your time off with friends and family!

09/04/2026

Rising earnings expectations support a constructive outlook for equities through the end of 2026, despite ongoing market risks.

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09/01/2026

AI investing is entering a more demanding phase.

The easy narrative was excitement. The harder question now is economics.

Morgan Stanley notes that investors are scrutinizing AI spending more closely, favoring companies with clearer paths to profits as higher rates raise the bar for capital discipline.

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