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Morgan Stanley retweeted
Could robotics become the foundation of the next industrial revolution? Explore the idea: mgstn.ly/4hoM3Zj
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Diesel is at the center of an international supply squeeze, with prices rising to historic highs. Andrew Sheets and Martijn Rats unpack why this industrial fuel matters far beyond the pump. Tune into the latest Thoughts on the Market:mgstn.ly/4hvpRwx
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Morgan Stanley retweeted
“E*TRADE, what were you like in the 90s?” 👀 Loud. Ambitious. Obsessed with online investing. Thanks for the flashback, @nytimes and @nytadvertising— congrats on 175 years. Next chapter’s already in motion. ⚡
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Morgan Stanley Co-President Dan Simkowitz joined @CNBC from the 24th Global Healthcare Conference to discuss the outlook for capital markets, M&A activity, AI investment and financing, credit conditions, and the macroeconomic factors shaping the market. mgstn.ly/4iMY2lD
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Morgan Stanley retweeted
How can you spot the real opportunities in an AI-driven future? By first knowing where to look. Watch the introduction episode of The Robot Almanac from Morgan Stanley: mgstn.ly/3TM9EeA
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Welcome to The Robot Almanac, Morgan Stanley’s new series exploring the rise of robotics and physical AI through 2050. Watch the introduction now and subscribe for future episodes. mgstn.ly/4y7umo9
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Morgan Stanley retweeted
Biopharma is entering a period defined by innovation, deal activity and AI-driven productivity gains. Terence Flynn shares five developments investors and industry leaders are watching from Morgan Stanley's Global Healthcare Conference. For more insights: mgstn.ly/3T482g2
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Central banks are turning more hawkish as inflation risks increase. Our Global Chief Economist and Head of Macro Research Seth Carpenter explains what that means for the Fed, ECB and Bank of Japan. Tune into the latest Thoughts on the Market: mgstn.ly/3TG4Uai
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Morgan Stanley retweeted
Healthcare consumers are taking a more active role in managing their care, while utilization trends and policy changes remain key areas of focus for investors. Erin Wright shares insights from Morgan Stanley's Global Healthcare Conference. More insights: mgstn.ly/4yUCsR9
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Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses why quality stocks, strong earnings and price momentum support his view that the bull market remains intact. Tune into the latest Thoughts on the Market: mgstn.ly/4AvCOPO
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Morgan Stanley retweeted
At the Morgan Stanley Global Healthcare Conference, Sean Laaman discusses three topics driving debate across biotech: AI's impact on drug development, China's rise as a biotechnology innovator, and the outlook for regulation. More insights: mgstn.ly/4cKczuD
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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. Tune into the latest Thoughts on the Market: mgstn.ly/3SQl28X
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Morgan Stanely Investment Management announces the final close of the North Haven Growth & Innovation Fund oversubscribed with approximately $1.3 billion in capital commitments. The fund seeks to partner with category-defining private companies, combining flexible capital with the broader capabilities of the Morgan Stanley Integrated Firm. Read now: mgstn.ly/4hzepBa
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Watch @davidein’s full conversation for Break the Playbook, a series from @MorganStanley Derivatives with investors who challenge conventional thinking. David talks everything from how he plays poker, the signal from macro and fiscal risks, the future of AI and more. mgstn.ly/4j928oj
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We’re back for the final day of the Global Healthcare Conference. Follow along for insights from today’s discussions!
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Healthcare M&A remains robust, with global deal volume reaching ~$4.7T. Biopharma continues to account for roughly 70% of healthcare dealmaking, making it a key driver of activity.
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Biopharma M&A activity is likely to accelerate over the next 12 to 18 months, as a wave of patent expirations pushes companies to pursue consolidation and new avenues for growth.
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Morgan Stanley’s Co-Head of Global M&A John Collins sat down with @CNBC at the Global Healthcare Conference to discuss M&A and how it remains important tool for growth across the healthcare sector. mgstn.ly/4dDNemk
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