Morgan Stanley Research Report Summaries

Morgan Stanley 2026-08-20

2Q 2026 - Final Earnings Review: Latin America Equity Strategy | Latin America

Market Report EN 18 Pages

Morgan Stanley 2026-08-20

A$3.5b growth capex pipeline — company call at 10:30am AEST

Market Report EN 8 Pages

Morgan Stanley 2026-08-19

Europe’s Data Centre Journey: Grid Reforms Advance, Local Friction Builds

Market Report EN 30 Pages

Morgan Stanley 2026-08-19

Whitehaven Coal Ltd | Asia Pacific FY26 Financials: In-line Result. 27 Guide prod looks conservative (WHC at top end FY26), costs in-line, capex lower.

Market Report EN 9 Pages

Morgan Stanley 2026-08-18

2Q26 Earnings – Capacity and Mix Drive a Stronger 2H26

Market Report EN 13 Pages

Morgan Stanley 2026-08-18

F12/26 2Q Results Interview Takeaways: No Letup in Capacity Expansion and Next-Generation Technology Development

Industry Report EN 8 Pages

Morgan Stanley 2026-08-17

Central Retail Corporation PCL | Asia Pacific 2Q26: Margin Beat

Industry Report EN 8 Pages

Morgan Stanley 2026-08-17

Carbon Fiber S/D in June 2026: Sharp Improvement in Inventory Ratio and ASP, Likely Driven by Surge in Shipments for Aircraft Applications

Industry Report EN 6 Pages

Morgan Stanley 2026-08-14

A Break from the Heat, For Now: US Credit Strategy | North America

Market Report EN 24 Pages

Morgan Stanley 2026-08-14

July TSF shows China is still on the path to a more sustainable level of stimulus

Market Report EN 7 Pages

Morgan Stanley 2026-08-13

We forecast July core PCE at 0.23% after PPI: U.S. Data Pulse: PCE inflation | North America

Economic Report EN 5 Pages

Morgan Stanley 2026-08-07

Where Supply Meets Demand: EM Sovereign Credit Strategy | Global

Market Report EN 12 Pages

Morgan Stanley 2026-08-06

Securitized Credit Thoughts Amid Higher Rates

Market Report EN 14 Pages

Morgan Stanley 2026-08-06

Fed Balance Sheet Reform: More Shrinkage, Less Tightening

Economic Report EN 43 Pages

Morgan Stanley 2026-08-05

Dancin‘ in September? The Risk of a Sept Rate Hike

Market Report EN 11 Pages