Risk Assets Seen Regaining: Morgan Stanley backs global stocks over bonds; oil shock flagged as risk

A revival in global markets may be underway as strong economic growth and rising corporate profits boost risk assets. The ongoing investment in artificial intelligence is proving beneficial for productivity and expansion across various industries. However, concerns remain due to geopolitical tensions and inflation affecting market stability. The report warns of an oil supply shock as a significant impediment to economic advancement, with U.S.