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(1695)

Special Episode: The Road Ahead

Special Episode: The Road Ahead

Investors reacted strongly as oil prices and coronavirus worries disrupted markets. Chief Cross-Asset Strategist Andrew Sheets and Chief U.S. Economist Ellen Zentner debate what’s next.

10 Mar 20208min

Mike Wilson: Revisiting the Rolling Bear Market

Mike Wilson: Revisiting the Rolling Bear Market

The recent correction in equity markets suggests that the fourth quarter rally in 2019 may have been a false breakout—and the rolling bear has unfinished business.

9 Mar 20204min

Andrew Sheets: Patience as an Investing Virtue

Andrew Sheets: Patience as an Investing Virtue

Two competing forces—hopes for further central bank moves vs. coronavirus uncertainty—are driving a notable rise in volatility. What signal should investors watch for signs of a potential rebound?

6 Mar 20202min

Michael Zezas: Lessons from Super Tuesday

Michael Zezas: Lessons from Super Tuesday

From an investment standpoint, are there lessons to be learned from Joe Biden’s strong showing on Super Tuesday? Yes, but not the ones you might think.

4 Mar 20203min

Special Episode: A Policy Fix Isn’t Easy

Special Episode: A Policy Fix Isn’t Easy

U.S. stocks fell Tuesday despite a half point rate cut by the Fed. Is conventional wisdom wrong that lower interest rates and central bank support are positives for stocks?

3 Mar 20202min

Andrew Sheets: Coronavirus: Are Markets Overreacting?

Andrew Sheets: Coronavirus: Are Markets Overreacting?

Global equity markets have endured several days of losses as worries over the coronavirus continue. The question for many investors is “What to do now?”

27 Feb 20203min

Special Episode: Coronavirus as Catalyst

Special Episode: Coronavirus as Catalyst

Markets have spent the week increasingly concerned about the coronavirus, but Chief Investment Officer Mike Wilson says there’s a lot more going on beyond the headlines.

26 Feb 20203min

Michael Zezas: Medicare for All… for Investors

Michael Zezas: Medicare for All… for Investors

Senator Bernie Sanders’ recent primary wins are causing some to debate the impact of potential new health care reform on markets. Head of U.S. Public Policy Research Michael Zezas shares three insight...

26 Feb 20202min

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