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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The Next Turning Points in Tech

The Next Turning Points in Tech

Our analysts Brian Nowak, Keith Weiss and Matt Bombassei break down the most important tech insights from Morgan Stanley’s Spark Private Company Conference and industry shifts that will likely shape 2...

22 Loka 202511min

How to Navigate U.S.-China Tensions

How to Navigate U.S.-China Tensions

Our Global Head of Fixed Income Research and Public Policy Michael Zezas discuss the latest developments in U.S.-China relations and how they could affect investors.Read more insights from Morgan Stan...

21 Loka 20253min

Time for a Bull Market Correction?

Time for a Bull Market Correction?

As the S&P 500 continues to rally, our CIO and Chief U.S. Equity Strategist Mike Wilson discusses three factors that could lead to a stock market correction in the near term.Read more insights from Mo...

20 Loka 20255min

U.S.-China Tensions: What Could Happen Next?

U.S.-China Tensions: What Could Happen Next?

Our U.S. Public Policy Strategist Ariana Salvatore unpacks how China’s announced rare earth export controls and signals of sweeping U.S. tariffs could impact global supply chains, markets and economic...

17 Loka 20255min

Credit Market’s Three Big Debates

Credit Market’s Three Big Debates

With Morgan Stanley’s European Leveraged Finance Conference underway, our Head of Corporate Credit Research Andrew Sheets joins Chief Fixed Income Strategist Vishy Tirupattur to discuss private credit...

16 Loka 202511min

How Politics Affect Global Markets

How Politics Affect Global Markets

Political developments in Japan and France have brought more volatility to sovereign debt markets. Our Global Economist Arunima Sinha highlights the risks investors need to watch out for.Read more ins...

15 Loka 20255min

Asia’s Youth Job Crisis

Asia’s Youth Job Crisis

Our Chief Asia Economist Chetan Ahya discusses how youth unemployment will impact future growth and stability across China, India, and Indonesia.Read more insights from Morgan Stanley.----- Transcript...

14 Loka 20254min

An M&A Boom for Financials

An M&A Boom for Financials

Morgan Stanley analysts Betsy Graseck and Michael Cyprys discuss what’s driving unprecedented consolidation for asset and wealth management firms.Read more insights from Morgan Stanley.----- Transcrip...

13 Loka 20259min

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