Morgan Stanley

“We think policy uncertainty since the beginning of President Trump's second term has been tied to executive, not legislative, action,”

Morgan Stanley · said date not stated · reported 2026-11-05

Morgan Stanley analysts said in a client note that policy uncertainty has been tied to executive action.

“Policies on tariffs, geopolitics, trade, ... deregulation, and export controls are all likely to persist, meaning we should expect a certain level of policy uncertainty to continue.”

Morgan Stanley · said date not stated · reported 2026-11-05

Morgan Stanley analysts said policies on tariffs, geopolitics, trade, deregulation, and export controls are likely to persist.