July 13, 2026 12:46 PM GMT Morgan Stanley Research Global Morgan Stanley Global Macro Forum AI Capex, BOJ Policy and CPI/Earnings Preview July 13, 2026 Vishwanath Tirupattur – Chief Fixed Income Strategist | Strategist Brian Nowak – Head of US Internet Research Vishwas Patkar – Head of US Credit Strategy | Strategist Diego Anzoategui – US Economist Andrew Pauker – US Equity Strategist | Strategist MORGAN STANLEY & CO. LLC Masayuki Inui – Japan Economist MORGAN STANLEY MUFG SECURITIES CO., LTD.+ Morgan Stanl ...