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(1680)

Sheena Shah: What is Causing the Crypto Downturn?

Sheena Shah: What is Causing the Crypto Downturn?

So far this year cryptocurrencies have been on a swift downturn, increasingly in line with equity market moves. What's behind this correlation? And what should investors watch out for next?Digital ass...

24 Mai 20223min

Mike Wilson: 2022 Mid-Year Takeaways

Mike Wilson: 2022 Mid-Year Takeaways

As we enter the second half of 2022, the market is signaling a continued de-rating of equities, lingering challenges for consumers, and an increased bearishness among equity investors.-----Transcript-...

23 Mai 20223min

Andrew Sheets: Finding Order in Market Chaos

Andrew Sheets: Finding Order in Market Chaos

2022 is off to a rocky start for markets, but there is an organization to this downturn that is unlike recent episodes of market weakness, meaning investors can use tried-and-true strategies to bring ...

20 Mai 20222min

Mid-Year Outlook: European Energy & Growth Challenges

Mid-Year Outlook: European Energy & Growth Challenges

With rising prices already on the minds of investors and consumers, the outlook in Europe remains challenged across supply chains, inflation rates and energy markets. Chief European Economist Jens Eis...

20 Mai 20229min

Global Politics: The Opportunity for Mexico

Global Politics: The Opportunity for Mexico

As we continue to track the trends of 'slowbalization' and the shift towards a multipolar world, Mexico stands out as an economy uniquely positioned to benefit from these changes. Head of Public Polic...

18 Mai 20225min

Mid-Year Economic Outlook: Slowing or Stopping?

Mid-Year Economic Outlook: Slowing or Stopping?

As we forecast the remainder of an already uncertain 2022, new questions have emerged around economic data, inflation and the potential for a recession. Chief Cross Asset Strategist Andrew Sheets and ...

18 Mai 202210min

Graham Secker: The Mid-Year Outlook for European Markets

Graham Secker: The Mid-Year Outlook for European Markets

The mid-year outlook for European stocks sees markets encountering a variety of challenges to equity performance, but there may still be some interesting opportunities for investors.-----Transcript---...

16 Mai 20223min

Todd Castagno: Should Shareholders Care About Stock-Based Compensation?

Todd Castagno: Should Shareholders Care About Stock-Based Compensation?

Stock-based employment compensation has gained popularity in recent years, and even investors who don’t receive employment compensation in stock should be asking, is SBC potentially dilutive to shareh...

13 Mai 20223min

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