A Very Merry Start to U.S. Holiday Shopping
Morgan Stanley Research analysts see a strong start following Black Friday but question whether the short shopping season will hurt retailers.----- Transcript -----Michelle Weaver: Welcome to Thoughts...
6 Des 20249min
AI as a Second Set of Eyes
Our Europe MedTech Analyst digs into the transformational impact of AI-driven diagnostic imaging on healthcare systems.----- Transcript -----Welcome to Thoughts on the Market, I’m Robert Davies, Morga...
5 Des 20243min
What Investors Should Know About Trump’s Tariffs
Our Global Head of Fixed Income and Thematic Research explains why President-elect Trump’s proposed tariff plans may look different than the policies that are ultimately put in place.----- Transcript ...
4 Des 20243min
Private vs. Public Credit Competition Intensifies
Our Chief Fixed Income Strategist Vishy Tirupattur and Leveraged Finance Strategist Joyce Jiang discuss how the dynamic between private and public credit markets will evolve in 2025, and how each can ...
4 Des 20246min
Will 2025 Be a Turning Point for Credit?
Our Head of Corporate Credit Research Andrew Sheets recaps an exceptional year for credit — but explains why 2025 could be a more challenging year for the asset class.----- Transcript -----Welcome to ...
2 Des 20243min
Special Encore: The Beginning of an M&A Boom?
Original Release Date November 15, 2024: Our head of Corporate Credit Research Andrew Sheets explains why a stronger economy, moderate inflation and future rate cuts could prompt deal-making.----- Tra...
29 Nov 20243min
Special Encore: How Young People Think About Money
Original Release Date November 1, 2024: Our US Fintech and Payments analyst reviews a recent survey that reveals key trends on how Gen Z and Millennials handle their personal finances.----- Transcript...
27 Nov 20244min
Uncertainty Surrounds 2025 U.S. Equities Outlook
Morgan Stanley’s CIO and Chief U.S. Equity Strategist Mike Wilson joins Andrew Pauker of the U.S. Equity Strategy team to break down the key issues for equity markets ahead of 2025, including the impa...
26 Nov 202411min
