On-Demand WALL STREET INSIGHTS® Webcast
Navigating Markets in a Shifting Landscape: U.S. Equities, Consumer Trends, and AI Adoption
Watch this comprehensive update on key market and macroeconomic developments presented by Michelle Weaver, CFA, U.S. Strategy and Equity Analyst, at Morgan Stanley. She covers the following topics:
- Current state of the U.S. equity market, with insights into S&P 500 earnings, valuations, and call activity. She'll also discuss preferred trades.
- Updated view on consumer health with the latest findings from Morgan Stanley’s proprietary consumer survey.
- Implications of a multipolar world and recent tariff developments.
- Pace of AI adoption with examples of how leading companies are integrating AI into their operations.
The session was moderated by AlphaSense’s Market Intelligence Strategist, Ed Moya.
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Please note: For this series, we are unable to accept registration from employees of financial services and consulting firms. Regretfully, we must cancel registrations from these entities.
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Speakers
Michelle Weaver, CFA
U.S. Strategy and Equity Analyst
Morgan Stanley
Ed Moya
Market Intelligence Strategist
AlphaSense
Ed Moya is the Market Intelligence Strategist at AlphaSense. He was previously chief market strategist at OANDA. Before that, he was the head of FX at Trading Advantage. His particular expertise lies across a wide range of asset classes including stocks, commodities, fixed income, FX and cryptocurrencies. Moya frequently appears as a markets analyst on CNBC, Bloomberg, BBC News, Coindesk, and Yahoo Finance. His economic and market insights are frequently quoted in the Wall Street Journal, Bloomberg, Reuters, The Associated Press, CNN, Fox Business, and the New York Times.
Name
Title
AlphaSense
Speakers
Michelle Weaver, CFA
U.S. Strategy and Equity Analyst
Morgan Stanley
Michelle M. Weaver is an Executive Director and Morgan Stanley Research’s US Thematic Strategist. She also covers US Equity Strategy with Mike Wilson, with whom she has worked since 2017. She graduated Magna Cum Laude from Cornell University with a Bachelor of Science in Applied Economics & Management and Environmental & Sustainability Sciences. She holds the Chartered Financial Analyst (CFA) designation.
Ed Moya
Market Intelligence Strategist
AlphaSense
Ed Moya is the Market Intelligence Strategist at AlphaSense. He was previously chief market strategist at OANDA. Before that, he was the head of FX at Trading Advantage. His particular expertise lies across a wide range of asset classes including stocks, commodities, fixed income, FX and cryptocurrencies. Moya frequently appears as a markets analyst on CNBC, Bloomberg, BBC News, Coindesk, and Yahoo Finance. His economic and market insights are frequently quoted in the Wall Street Journal, Bloomberg, Reuters, The Associated Press, CNN, Fox Business, and the New York Times.
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