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.