Andrew Sheets: Will Markets See End-of-Year Holiday Cheer?

Andrew Sheets: Will Markets See End-of-Year Holiday Cheer?

On this episode, Chief Cross-Asset Strategist Andrew Sheets analyzes the historical phenomenon of the “end-of-year equities rally.” Will 2019 follow suit?

Episoder(1564)

A Novel Way to Shop Online

A Novel Way to Shop Online

Our Head of U.S. Internet Research Brian Nowak joins U.S. Small and Mid-Cap Internet Analyst Nathan Feather to explain why the future of agentic commerce is closer than you think.Read more insights fr...

17 Feb 11min

Introducing Hard Lessons

Introducing Hard Lessons

Iconic investors sit down with Morgan Stanley leaders to go behind the scenes on the critical moments – both successes and setbacks – that shaped who they are today.Watch and listen to the series on y...

16 Feb 2min

Why a Tariff Ruling Could Mean Consumer Relief

Why a Tariff Ruling Could Mean Consumer Relief

Arunima Sinha, from the U.S. and Global Economics team, discusses how an upcoming Supreme Court decision could reshape consumer prices, retail margins and the inflation outlook in 2026.Read more insig...

13 Feb 4min

Signs That Global Growth May Be Ahead

Signs That Global Growth May Be Ahead

Our Global Head of Fixed Income Research Andrew Sheets explains how key market indicators reflect a constructive view around the global cyclical outlook, despite a volatile start to 2026.Read more ins...

12 Feb 4min

The Future of North American Trade

The Future of North American Trade

With the U.S.-Canada-Mexico Agreement coming up for review, our Head of Public Policy Research Ariana Salvatore unpacks whether our 2025 call for deeper trade integration still holds.Read more insight...

11 Feb 4min

A Thematic Look at Market Volatility

A Thematic Look at Market Volatility

Our Global Head of Thematic and Sustainability Research Stephen Byrd and U.S. Thematic and Equity Strategist Michelle Weaver lay out Morgan Stanley’s four key Research themes for 2026, and how those t...

10 Feb 10min

Why Latin America’s ‘Trifecta’ Could Reshape Global Portfolios

Why Latin America’s ‘Trifecta’ Could Reshape Global Portfolios

Our Chief LatAm Equity Strategist Nikolaj Lippmann discusses why Latin America may be approaching a rare “Spring” moment – where geopolitics, peaking rates, and elections set the scene for an investme...

9 Feb 4min

For Better or Warsh

For Better or Warsh

Our Global Head of Fixed Income Research Andrew Sheets and Global Chief Economist Seth Carpenter unpack the inner workings of the Federal Reserve to illustrate the challenges that Fed chair nominee Ke...

6 Feb 12min

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