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)

Mike Wilson: Are Markets Rethinking Pricey Growth Stocks?

Mike Wilson: Are Markets Rethinking Pricey Growth Stocks?

On today’s episode, Chief Investment Officer Mike Wilson explains why markets may be having a change of heart on expensive—and sometimes unprofitable—growth stocks.

30 Sep 20193min

Andrew Sheets: A Tale of Two Oil Price Spikes

Andrew Sheets: A Tale of Two Oil Price Spikes

On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets says oil prices tend to spike for two very different reasons and the distinction for investors is quite important.

27 Sep 20192min

Michael Zezas: How Do Markets View Major Policy Proposals?

Michael Zezas: How Do Markets View Major Policy Proposals?

On today's episode, Head of U.S. Public Policy Michael Zezas takes a look at transformative policy proposals by 2020 Presidential candidates. How could big policies like Medicare-for-All reshape marke...

25 Sep 20191min

Special Series: Is NextGen Reinventing the Banking Experience?

Special Series: Is NextGen Reinventing the Banking Experience?

On this special episode, Betsy Graseck, global head of banking research, explains how Millennials and Gen Z are reshaping the financial industry in their tech-savvy, mobile-first image.

24 Sep 20194min

Mike Wilson: Looking Toward Q3 Earnings

Mike Wilson: Looking Toward Q3 Earnings

On today’s podcast, investors are watching for progress on trade and signs of future Fed policy. But according to Chief Investment Officer Mike Wilson, it still comes down to Q3 earnings season.

23 Sep 20193min

Andrew Sheets: Are Lower Interest Rates Always Beneficial?

Andrew Sheets: Are Lower Interest Rates Always Beneficial?

On today's episode, Chief Cross-Asset Strategist Andrew Sheets says although lower interest rates help boost economic activity, the full impact is more complicated.

20 Sep 20192min

Michael Zezas: Investors Look for Progress on U.S-China Trade

Michael Zezas: Investors Look for Progress on U.S-China Trade

On today’s podcast, Head of U.S. Public Policy Michael Zezas says a potential improvement in some key U.S. economic indicators will need real progress on trade—not just headlines.

18 Sep 20192min

Special Series: Which Way is U.S. Spending Trending?

Special Series: Which Way is U.S. Spending Trending?

Which generations spend more: Boomers or Millennials/Gen Z? On this special episode, equity analyst Lauren Cassel takes a look at which sectors stand to gain in the years ahead.

17 Sep 20192min

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