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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Episoder(1682)

Michael Zezas: What the ‘X-Date’ Means for Investors

Michael Zezas: What the ‘X-Date’ Means for Investors

With the deadline to raise the debt ceiling looming closer, will recent banking challenges reduce Congress's willingness to take risks with the economy?----- Transcript -----Welcome to the Thoughts on...

5 Apr 20232min

Seth Carpenter: China’s Impact on Global Growth

Seth Carpenter: China’s Impact on Global Growth

As the economic growth spread between Asia and the rest of the world widens, China’s reopening is unlikely to spur growth that spills over globally.----- Transcript -----Welcome to Thoughts on the Mar...

4 Apr 20233min

Mike Wilson: Not All Bank Reserves Are Created Equal

Mike Wilson: Not All Bank Reserves Are Created Equal

Recent increases in the Fed’s balance sheet may not have the same impact on money supply, growth and equities as in previous cycles.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wi...

3 Apr 20233min

Andrew Sheets: Be Careful What You Wish For

Andrew Sheets: Be Careful What You Wish For

Given recent signs of slowing in a previously strong economy, investors may want to look to history before wishing for weaker growth.----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew...

31 Mar 20233min

Vishy Tirupattur: A Challenging Road for Commercial Real Estate

Vishy Tirupattur: A Challenging Road for Commercial Real Estate

As regional banks contend with sector volatility, commercial real estate could face challenges in securing new loans and refinancing debt when it matures.----- Transcript -----Welcome to Thoughts on t...

30 Mar 20233min

Lauren Schenk: Analyzing the Online Dating Market

Lauren Schenk: Analyzing the Online Dating Market

Many investors are questioning if the online dating market has become saturated and, in turn, if there is still a growth runway for the industry.----- Transcript -----Welcome to Thoughts on the Market...

29 Mar 20233min

Introducing: What Should I Do With My Money?

Introducing: What Should I Do With My Money?

If you're a listener to Thoughts on the Market you may be interested in our new podcast: What Should I Do With My Money? ----------------Managing our money can be ... a lot. It's one of the most impor...

29 Mar 20232min

Graham Secker: A Moment of Calm for European Equities

Graham Secker: A Moment of Calm for European Equities

Amid uncertainty in the global banking sector, are European equities a safe haven for investors to weather the storm?----- Transcript -----Welcome to Thoughts on the Market. I'm Graham Secker, Head of...

28 Mar 20233min

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