Public Event Detail
Morgan Stanley sees AI and consumers driving growth as energy shock clouds outlook
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2026-05-15NVDANvidiaAlpha Vantage Newsguidance
Event summary
Morgan Stanley forecasts global GDP growth of 3.2% in 2026, driven by AI spending and consumer demand in the US, while an energy shock presents a major risk. The bank's mid-year outlook highlights the potential for crude oil to surge above $150 a barrel if supply disruptions persist, which could trigger a recession. The US economy is expected to be more resilient due to AI investment, with the Fed holding rates through 2026, while Europe faces greater exposure to rising energy costs.
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