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(1681)

Robin Xing: Can China’s Economy Stabilize Global Growth?

Robin Xing: Can China’s Economy Stabilize Global Growth?

As the global economic outlook turns toward a slowdown in growth, some investors may look to China for stability, but, when they do, what will they find?----- Transcript -----Welcome to Thoughts on th...

20 Sep 20224min

Seth Carpenter: Tracking the Coming Slowdown

Seth Carpenter: Tracking the Coming Slowdown

From Europe, to China, to the U.S., global economies are facing unique challenges as the brewing storm of recession risks seem to still indicate a slowdown ahead.----- Transcript -----Welcome to Thoug...

19 Sep 20224min

Andrew Sheets: The Case for Credit

Andrew Sheets: The Case for Credit

While credit and equities have both suffered this year, economic conditions in the U.S. and Emerging Markets may lead to credit having a bit more stability in the coming months.----- Transcript -----W...

16 Sep 20223min

U.S. Public Policy: The Impact of Student Loan Forgiveness

U.S. Public Policy: The Impact of Student Loan Forgiveness

The White House recently announced a student loan forgiveness program, prompting questions about implementation, economic implications, and whether the program will have an impact on consumer spending...

15 Sep 20226min

Michael Zezas: Why the Midterm Elections Matter

Michael Zezas: Why the Midterm Elections Matter

With only 60 days to go until the U.S. midterm elections, investors will want to know how different outcomes could impact markets, both locally and globally.----- Transcript -----Welcome to Thoughts o...

14 Sep 20222min

Daniel Blake: The Resilience of Japanese Equities

Daniel Blake: The Resilience of Japanese Equities

As various global markets contend with high inflation, recession risks, and monetary policy tightening, Japanese equities may provide some opportunities to diversify away from other developed markets....

13 Sep 20223min

Graham Secker: European Equities Face Earnings Concerns

Graham Secker: European Equities Face Earnings Concerns

Even as the European equity market contends with inflation, a slowing economy and a climate of decreased earnings, there are positives to be found if you know where to look.-----Transcript-----Welcome...

12 Sep 20223min

Andrew Sheets: The Complex U.K. Economy

Andrew Sheets: The Complex U.K. Economy

As the world turns to the U.K., the country faces a host of domestic and international economic challenges, but there may yet be some bright spots for investors.-----Transcript-----Welcome to Thoughts...

9 Sep 20223min

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