Special Episode: COVID-19 - Omicron Variant Causes Concern
Last week’s news of the Omicron variant of COVID-19 has raised questions about transmissibility, vaccine efficacy, and virus mortality. Where does this variant leave us in the fight against COVID-19 a...
1 Des 20219min
Mike Wilson: Markets React to Omicron
With last week’s news of the Omicron variant of COVID-19, markets sold-off sharply on Friday, but beyond the headlines, there may be other underlying factors at play.----- Transcript -----Welcome to T...
29 Nov 20213min
Michael Zezas: A Step Forward for Build Back Better
The Build Back Better Act took a key step towards becoming law last week, signaling implications for fiscal policy and taxation as the bill heads to the Senate.----- Transcript -----Welcome to Thought...
24 Nov 20212min
Andrew Sheets: Twists and Turns In 2022
Our 500th episode! From all of us at Morgan Stanley, thanks to our listeners for all your support!An overview of our expectations for the year ahead across inflation, policy, asset classes and more. A...
23 Nov 20214min
Mike Wilson: 2022 Equity Outlook Feedback and Debates
With the release of our outlook for the coming year comes a cycle of feedback and debates from clients and investors. We look at those discussions around equity markets, valuations, and more in 2022.-...
22 Nov 20214min
2022 Global Economic Outlook, Pt. 2: Debates and Uncertainties
Andrew Sheets continues his discussion with Chief Global Economist Seth Carpenter on Morgan Stanley’s more optimistic economic outlook for 2022, what’s misunderstood and where it could be wrong.----- ...
19 Nov 20219min
2022 Global Economic Outlook, Pt. 1: Optimism in the New Year
Andrew Sheets speaks with Chief Global Economist Seth Carpenter on Morgan Stanley’s more optimistic economic outlook for 2022 and how consumer spending, labor, and inflation contribute to that story.-...
18 Nov 20219min
Michael Zezas: A New Normal for U.S./China Relations
This week’s meeting between President Biden and President Xi was not a return to an earlier phase of relations between their two countries. Instead, it suggested the normalization of a sort of ‘compet...
17 Nov 20213min
