

What’s Driving U.S. Growth in 2026
Our Chief U.S. Economist Michael Gapen breaks down how growth, inflation and the AI revolution could play out in 2026. Read more insights from Morgan Stanley. ----- Transcript ----- Michael Gapen: Welcome to Thoughts on the Market. I’m Michael Gapen, Morgan Stanley’s Chief U.S. Economist. Today I'll review our 2026…
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