Thoughts on the Market

Thoughts on the Market

Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.

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Special Series: From Baby Boom to Youth Boom

Special Series: From Baby Boom to Youth Boom

Is America’s next heyday ahead? On this special episode, Chief U.S. Economist Ellen Zentner explains why America’s youth may be set to power U.S. GDP in the coming years.

10 Syys 20194min

Mike Wilson: Home on the Range Bound?

Mike Wilson: Home on the Range Bound?

On today's podcast, Investors may be feeling some déjà vu as upbeat news on trade drives a new rally. Could markets break out this time or is another correction ahead? Analysis from Chief Investment O...

9 Syys 20192min

Andrew Sheets: What Happens When the Price Isn’t Right?

Andrew Sheets: What Happens When the Price Isn’t Right?

On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets says as global growth weakens, investors tend to focus on the most desirable companies (which are already priced to perfection). So what ...

6 Syys 20193min

Michael Zezas: Pondering a World of Unresolved Trade Issues

Michael Zezas: Pondering a World of Unresolved Trade Issues

On today’s podcast, Head of U.S. Public Policy Michael Zezas takes a moment to consider the long-term effects regardless of whether or not the U.S. and China are unable to negotiate a meaningful trade...

4 Syys 20191min

Mike Wilson: New Data Sends Concerning Signs for U.S. Stocks

Mike Wilson: New Data Sends Concerning Signs for U.S. Stocks

On today's podcast, Chief Investment Officer Mike Wilson says a popular narrative forecasted a rebound for the second half of 2019. However, new data on lower U.S. factory activity could counter that ...

3 Syys 20193min

Andrew Sheets: Title: Can Central Banks Cure Market Woes?

Andrew Sheets: Title: Can Central Banks Cure Market Woes?

On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets examines central bank actions to boost markets and the negative effects—intended or not—that these moves could have.

30 Elo 20193min

Michael Zezas: U.S.-China Trade and “The Prisoner’s Dilemma” (Replay)

Michael Zezas: U.S.-China Trade and “The Prisoner’s Dilemma” (Replay)

On today’s episode, Head of U.S. Public Policy Michael Zezas explains why a key principle of game theory could help investors navigate markets amid rising trade tensions.

28 Elo 20192min

Mike Wilson: On Recession Risks, Perspective Matters

Mike Wilson: On Recession Risks, Perspective Matters

On today’s podcast, would stock markets be full steam ahead with a healthy dose of Fed rate cuts or a lack of concerns over trade? Chief Investment Officer Mike Wilson provides some much needed perspe...

26 Elo 20193min

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