Michael Zezas: Three Revealing Numbers from the Stimulus Package

Our 500th episode! From all of us at Morgan Stanley, thanks to our listeners for all your support!An overview of our expectations for the year ahead across inflation, policy, asset classes and more. A...

23 Marras 20214min

With the release of our outlook for the coming year comes a cycle of feedback and debates from clients and investors. We look at those discussions around equity markets, valuations, and more in 2022.-...

22 Marras 20214min

Andrew Sheets continues his discussion with Chief Global Economist Seth Carpenter on Morgan Stanley’s more optimistic economic outlook for 2022, what’s misunderstood and where it could be wrong.----- ...

19 Marras 20219min

Andrew Sheets speaks with Chief Global Economist Seth Carpenter on Morgan Stanley’s more optimistic economic outlook for 2022 and how consumer spending, labor, and inflation contribute to that story.-...

18 Marras 20219min

This week’s meeting between President Biden and President Xi was not a return to an earlier phase of relations between their two countries. Instead, it suggested the normalization of a sort of ‘compet...

17 Marras 20213min

The housing market has seen record home price growth this year. But who does this boom benefit and who gets left behind?----- Transcript -----Jim Egan Welcome to Thoughts on the Market. I'm James Egan...

17 Marras 20219min

Coming out of a year marked by greater uncertainty and volatility, 2022 is poised to be a year which favors single stock investing over a focus on style and sector.----- Transcript -----Welcome to Tho...

15 Marras 20214min

Over the last decade, bonds have been a source of stability. But, with surprising moves this past month, they’ve now become a risk-management challenge that stands out amongst other asset classes.----...

12 Marras 20213min