Below, please find January’s edition of On the Markets – Graystone Consulting’s monthly publication summarizing the Global Investment Committee’s market outlook.
The January issue includes:
“A New Era for Large-Cap Banks” The outlook is bright for big banks in 2026—and beyond—thanks to three key developments. Morgan Stanley & Co.’s global head of banks and diversified finance research, Betsy Graseck, discusses the significance of regulatory relief, monetary policy changes, and a rebound in capital markets.
“Are Data Centers Really Driving Consumer Electricity Bills Higher?” Demand from data centers is linked to rising electricity prices, according to Morgan Stanley & Co. Research analysts Michelle Weaver and Stephen Byrd. However, there are significant nuances by state and region.
“Why India May Be a Surprise Turnaround Story” After a series of disappointments for investors in India last year, MS & Co.’s chief Asia economist, Chetan Ahya, explains how growth may rise back to double digits over 2026, reducing pressure on the currency and supporting corporate earnings growth.
