Morgan Stanley: We Now Believe US Stocks Will Outperform The Rest Of The World

By Vishwanath Tirupattur, global head of Quantitative Research at Morgan Stanley

The biannual collaborative exercise in crystal ball gazing to see what is ahead for the economy and markets is a long-standing tradition at Morgan Stanley Research. In last week’s Start, Seth Carpenter, Morgan Stanley’s chief global economist, summarized key aspects of our mid-year outlook for the global economy. We had planned to focus this week’s Start on our expectations for the markets.