Morgan Stanley’s 2025 Outlooks
"Timing may be key this year. If potential tax cuts come first, it could lead equities higher. But if tariffs are the initial priority on Day 1, concern about inflation and corporate margins may come to the fore."
Articles that examine what’s ahead
Read in-depth summary analysis from Morgan Stanley investment managers and strategists looking at major asset classes, key investing themes, where the markets may be going, and how investors might respond.
2025 Investment Outlook: Get ready to pivot
12/4/24
A stable global economy is likely to benefit equity and fixed-income markets, though increased uncertainty around U.S. tariffs and immigration policy could jeopardize markets’ recent gains.
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
12/5/24
Global growth may be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China’s underperformance restrains emerging markets.
How investors can prepare for Trump’s first 100 days
12/9/24
With the election “Red sweep” leaving the Republican party in control of the White House, Senate and House of Representatives, the stage is set for what could be a highly consequential first 100 days of Trump’s second term.
Insightful discussions on key investing topics
Hear timely insights on the latest events and forces shaping the markets in these segments from Morgan Stanley’s award-winning Thoughts on the Market podcast.
Global Outlook: What’s Ahead for Markets in 2025?
11/18/24
On the first part of a two-part roundtable, our panel discusses why the U.S. is likely to see a slowdown and where investors can look for growth.
Uncertainly Surrounds 2025 U.S. Equities Outlook
11/26/24
Morgan Stanley’s CIO and Chief U.S. Equity Strategist Mike Wilson breaks down the key issues for equity markets ahead of 2025, including the impact of potential deregulation and tariffs.
Global Outlook: Housing, Currency Markets in Focus
11/19/24
On the second part of a two-part roundtable, our panel gives its 2025 preview for the housing and mortgage landscape, the U.S. Treasury yield curve and currency markets.
How can E*TRADE from Morgan Stanley help?
Japan's Return
Discover ways to invest in a re-emergent Japan, which may be poised to return to growth.
Shoring up supply chains
Discover ways to invest in regions that may benefit from shifting international trading and manufacturing patterns, as companies and nations look to create more secure, diversified supply chains.
Financial pillars
If you're looking for opportunities in financial firms that may be undervalued in low interest rate environments.
Need help getting started with bonds?
To get started with bonds, visit our comprehensive Bond Resource Center. Use our Advanced Screener to quickly find the right bonds for you. Or call our Fixed Income Specialists at (877-355-3237) if you need additional help.
Premium Savings Account
NEW: Boost your savings with Annual Percentage Yield1
With rates 9X the national average2 and, FDIC-insured up to $500,0003; certain conditions must be satisfied.
Morgan Stanley Private Bank, Member FDIC.
Futures
Like options, futures let you lock in a price now for an investment you’ll buy in the future. They cost much less than the actual investment, so you can control a large contract with a relatively small amount of capital.