Keep pulling the thread on Ellen Zentner.
Morgan Stanley estimates the U.S. will have an 18 million unit housing shortfall that needs to be addressed, following a decade of underbuilding since the financial crisis.
Morgan Stanley went long on global defense stocks in January, based on companies like Palantir and OpenAI working with the U.S. government to modernize defense with AI.
The U.S. government has prioritized winning a perceived "two-horse race" on artificial intelligence against China.
Ellen Zentner predicts the Federal Reserve will cut interest rates by 25 basis points in September.
In his second term, President Trump has maintained his aggressive trade policy despite the stock market selling off in response, a change from his first administration.
During the 2008 financial crisis, Bank of Tokyo Mitsubishi (MUFG) purchased a 20% stake in Morgan Stanley to keep the firm afloat.
Morgan Stanley manages over $7 trillion in assets.
The GDP of Italy has recently surpassed the GDP of the United Kingdom.
Brexit is considered a significant contributing factor to the United Kingdom's relative economic decline, which has seen its GDP fall behind that of Italy.
The combined demographic of Millennials and Gen Z in the U.S. is larger than any previous generation in the country's history, setting it apart from major G10 trading partners.
Ellen Zentner predicts that modular housing will play a significant role in addressing the U.S. housing shortage.
Regulatory impacts are a larger contributor to the high price of homes in the U.S. than interest rates.