Charts That Caught My Eye

Morgan Stanley remains constructive on global growth, favoring US equities and identifying an accelerating AI-driven capex cycle as a key structural tailwind.

Key Takeaways

• 1.Global growth remains constructive but tempered by high energy prices and the Strait of Hormuz closure.
• 2.The US is the preferred region for equities, supported by resilient demand and accelerating AI-driven capex.
• 3.China's GDP forecast is slightly upgraded due to AI and energy capex, though domestic consumption remains a lag.

Table of Contents

• Global Economics
• Global Cross-Asset Strategy
• China Economics
• Europe Equity Strategy
• Digital Assets and Wholesale Banking
• Tech Diffusion – AI and Economic Transition
• US Hyperscalers

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