Will the Fed’s Pivot Favor Bonds Over Equities?
Hear our perspective on market action following the Fed's change in direction, and what it means for our 2024 outlook. ----- Transcript -----Vishy Tirupattur: Welcome to Thoughts on the Market. I'm Vi...
19 Des 20236min
Mike Wilson: Does the U.S. Equity Rally Still Have Steam?
Hear how the Fed’s announcement of upcoming rate cuts could affect equity markets—particularly small-cap stocks.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investme...
18 Des 20233min
Economic Roundtable: What’s in Store for ’24?
Join our first quarterly roundtable where Morgan Stanley’s chief economists discuss the outlook for the U.S., Europe, China, and Japan.----- Transcript -----Seth Carpenter: Welcome to Thoughts on the ...
16 Des 20238min
Sustainability: Mixed Signals on Decarbonization After COP28
The U.N. Climate Change Conference, COP28, delivered positive news around technology, clean energy and methane emissions. But investors should be wary about slower progress in other areas.----- Transc...
14 Des 20233min
Michael Zezas: The U.S. Election, Clean Energy and Healthcare
Investors are concerned about the potential impact of the upcoming U.S. presidential election in a number of sectors. Here’s what to watch.----- Transcript -----Welcome to the Thoughts on the Market. ...
13 Des 20232min
2024 China Outlook: Can Growth Rebound?
China continues to face the triple challenge of debt, deflation and demographics. But are investors missing an opportunity in China equities? ----- Transcript -----Laura Wang:] Welcome to Thoughts on ...
12 Des 20238min
Mike Wilson: Could Bond Market Consolidation Weigh on U.S. Equities?
Here’s how upcoming inflation data and this week’s Federal Open Market Committee meeting could affect the U.S. bond and equity markets. ----- Transcript -----Welcome to Thoughts on the Market. I'm Mik...
11 Des 20234min
David Adams: A Contrarian Call on the U.S. Dollar
Will the U.S. dollar weaken further as the economy slows? What will its value be compared to the Euro by spring 2024? Our analyst tackles those key currency questions and more.----- Transcript -----We...
8 Des 20232min
