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)

US Elections: Lessons From the UK

US Elections: Lessons From the UK

As President-Elect Trump’s new administration takes shape, all eyes are on fiscal policy that may follow. Our Global Chief Economist Seth Carpenter uses the United Kingdom’s recent election as a guide...

13 Nov 20244min

Will Tariffs Dampen Asia’s Economic Growth?

Will Tariffs Dampen Asia’s Economic Growth?

Our Chief Asia Economist Chetan Ahya discusses the potential impact of tariffs on China and other Asian countries following the US election.----- Transcript -----Welcome to Thoughts on the Market. I’m...

12 Nov 20243min

Pricing In the Likely Republican Sweep

Pricing In the Likely Republican Sweep

With the Republican party poised to clinch control of the White House and Congress, our CIO and Chief US Equity Strategist says markets are readying for a lighter regulatory environment, supportive ta...

11 Nov 20244min

Investor Expectations After the US Election

Investor Expectations After the US Election

Our head of Corporate Credit Research Andrew Sheets provides an overview of uncertainty around policy following the election of a Republican administration.----- Transcript -----Welcome to Thoughts on...

8 Nov 20243min

Taking the Pulse of the US Consumer

Taking the Pulse of the US Consumer

Our panel of analysts discusses the health of the US consumer through the lens of spending, credit use and home ownership. ----- Transcript -----James Egan: Welcome to Thoughts on the Market. I'm Jame...

7 Nov 20248min

After Trump Win, Where Do Markets Move from Here?

After Trump Win, Where Do Markets Move from Here?

With a second Trump term at least partially reflected in the price of global markets, we focus on two key debates for the longer-term: Potential tariffs and fiscal policy. ----- Transcript -----Welcom...

6 Nov 20243min

Why Are Users and Investors Breaking Up with Online Dating?

Why Are Users and Investors Breaking Up with Online Dating?

Analyst Nathan Feather discusses why the online dating market is slowing down, and whether or not it can get back on track.----- Transcript -----Welcome to Thoughts on the Market. I’m Nathan Feather, ...

5 Nov 20243min

US Elections: Weighing the Options

US Elections: Weighing the Options

On the eve of a competitive US election, our CIO and Chief US Equity Strategist joins our head of Corporate Credit Research and Chief Fixed Income Strategist to asses how investors are preparing for e...

5 Nov 202414min

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