From the Global Director of Research: Charts That Caught My Eye

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From the Global Director of Research: Charts That Caught My Eye

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May 12, 2026 04:01 AM GMT

Morgan Stanley & Co. LLCMFrom the Global Director of Research | North Katy L. Huberty, CFA

America Global Director of Research

Kathryn.Huberty@morganstanley.com +1 212 761-6249

Morgan Stanley Research

AnalystCharts That Caught My Eye erteam@morganstanley.com

A guiding principle at Morgan Stanley Research is to enhance

your investment process by delivering unique insights that

separate the signal from the noise. An intuitively designed and

well-crafted chart can often accomplish this with exceptional

clarity.

With that mission in mind, these charts in our recently published research stood out

to me.

1. Oil: The sharp rise in US seaborne exports and the sharp decline in China's

seaborne imports have helped keep crude prices from going even higher.

2. Global Economics: If the oil shock ends soon, Europe's growth is likely at

greatest relative risk; if it persists, Asia's risk likely increases.

3. Tech Diffusion – China AI Adoption: AI adoption is broadening in China, and

the economics are becoming tangible – heavier AI adopters are enjoying

better margins, EPS growth, and share price performance.

4. Humanoids: We believe China will strengthen its global dominance in

humanoid robotics, providing a significant new export engine for the nation.

5. CATL: We believe Top Pick CATL is entering a powerful product cycle across

two next‑generation battery technologies.

6. Thematic Strategy: Flows into thematic funds totaled US$23.8bn in 1Q26,

more than tripling from 1Q25 levels, with the US seeing the largest inflows.

7. US Freight Transportation: Our survey suggests Amazon Supply Chain

Services is already gaining traction across the Freight ecosystem.

8.