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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Jaksot(1734)

The Boost From Easing Market Rules

The Boost From Easing Market Rules

Our Global Head of Fixed Income Research Andrew Sheets looks at the implications of the U.S. government’s efforts to ease regulations, from bank balance sheets to asset valuations.Read more insights f...

15 Tammi 4min

The Case for India’s Market Comeback

The Case for India’s Market Comeback

Our Head of India Research and Chief India Equity Strategist Ridham Desai addresses a big debate: whether India stocks are poised for a recovery after underperforming other emerging markets in 2025.Re...

14 Tammi 4min

Will U.S. Manufacturing See a 2026 Boom?

Will U.S. Manufacturing See a 2026 Boom?

Our U.S. Thematic Strategist Michelle Weaver and U.S. Multi-Industry Analyst Chris Snyder discuss a North America Big Debate for 2026: Whether investments in efficiency and productivity will spark a t...

13 Tammi 10min

Why Markets Stay Steady Amid Venezuela Developments

Why Markets Stay Steady Amid Venezuela Developments

Our Chief Fixed Income Strategists Vishy Tirupattur discusses the calm market reaction to the latest developments in Venezuela and the potential implications for oil, stocks and bonds.Read more insigh...

12 Tammi 4min

Signals Align for a Growth Cycle

Signals Align for a Growth Cycle

Our Global Head of Fixed Income Research Andrew Sheets takes a look at multiple indicators that are pointing on the same direction: strong growth for markets and the economy.Read more insights from Mo...

9 Tammi 3min

Driverless Cars Take the Fast Lane

Driverless Cars Take the Fast Lane

Our Head of U.S. Internet Research Brian Nowak and Andrew Percoco, Head of North America Autos and Shared Mobility Research, discuss why adoption of autonomous vehicles is likely to gain traction this...

8 Tammi 10min

A Revolution in Credit Markets

A Revolution in Credit Markets

Our Chief Fixed Income Strategist Vishy Tirupattur is joined by Dan Toscano, the firm’s Chairman of Markets in Private Equity, unpack how credit markets are changing—and what the AI buildup means for ...

7 Tammi 11min

How Venezuela Events Could Affect Markets and Policy

How Venezuela Events Could Affect Markets and Policy

Our Deputy Director of Global Research Michael Zezas and our U.S. Public Policy Strategist Ariana Salvatore discuss the implications of the U.S action in Venezuela for global markets, foreign and dome...

6 Tammi 5min

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