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(1713)

Mike Wilson: Investors Juggle Multiple Uncertainties

Mike Wilson: Investors Juggle Multiple Uncertainties

Although there is uncertainty over new stimulus, a potential coronavirus second wave and the upcoming election, investors can use market volatility to their advantage.

12 Okt 20203min

Andrew Sheets: The New Definition of “Peak Oil”?

Andrew Sheets: The New Definition of “Peak Oil”?

Do tech-driven energy efficiencies—coupled with a shift in environmental attitudes—mean oil demand will fail to recover to pre-COVID levels?

9 Okt 20203min

Michael Zezas: Should Investors Prepare for No Stimulus?

Michael Zezas: Should Investors Prepare for No Stimulus?

With mixed signals coming from the White House and Congress, should investors be concerned about no further stimulus? Why there may still be good news.

7 Okt 20202min

Mike Wilson: Rate Scare on Deck?

Mike Wilson: Rate Scare on Deck?

With a U.S. fiscal stimulus deal looking more likely, the risk of long-term interest rates moving higher has now increased—a shift that could benefit recovery stocks.

5 Okt 20203min

Andrew Sheets: How Will Markets React to a Workable Vaccine?

Andrew Sheets: How Will Markets React to a Workable Vaccine?

For markets, a vaccine may be the most significant sign the world may return to a more normal future. But what are markets pricing in currently?

2 Okt 20202min

Special Episode: COVID-19 Vaccine - Trials and Tribulations

Special Episode: COVID-19 Vaccine - Trials and Tribulations

COVID-19 vaccines are navigating through the last stage of clinical trials, but hurdles still lie ahead for efficacy, distribution and FDA approval.

1 Okt 20209min

Michael Zezas: It’s the Results That Count

Michael Zezas: It’s the Results That Count

How will markets react if final U.S. election results take days or weeks? Head of U.S. Public Policy Research Michael Zezas shares advice for investors.

30 Sep 20202min

Mike Wilson: Near-term Correction; Long-term Recovery?

Mike Wilson: Near-term Correction; Long-term Recovery?

The recent correction may have been inevitable given rising risks for fiscal stimulus, a potential COVID-19 second wave and the upcoming election. But a resolution to these hurdles may also be possibl...

28 Sep 20203min

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