End-of-Year Encore: 2024 Asia Equities Outlook: India vs. China
Original Release on December 7th, 2023: Will India equities continue to outperform China equities in 2024? The two key factors investors should track.----- Transcript -----Welcome to Thoughts on the m...
27 Des 20234min
End-of-Year Encore: An Early Guide to the 2024 U.S. Elections
Original Release on December 6th, 2023: Although much will change before the elections, investors should watch for potential impacts on issues such as AI regulation, energy permitting, trade and tax p...
26 Des 20236min
Andrew Sheets: Credit Markets Take a Sunny View
How has corporate credit fared through slow growth and high inflation? Here’s our view on what comes next for this market.----- Transcript -----[00:00:02] Welcome to Thoughts on the Market. I'm Andrew...
22 Des 20233min
Will Falling Rates Mean Lower Home Prices?
As mortgage rates come down from 8% closer to 6.5%, the 2024 housing market will see changes in inventory, home prices and sales.----- Transcript -----Jay Bacow: Welcome to Thoughts on the Market. I'm...
21 Des 20237min
Michael Zezas: Why Geopolitics May Matter More in 2024
While the U.S. debt ceiling challenge and the conflict in the Middle East left markets largely undisturbed this year, 2024 could tell a different story.----- Transcript -----Welcome to Thoughts on the...
20 Des 20232min
Will the Fed’s Pivot Favor Bonds Over Equities?
Hear our perspective on market action following the Fed's change in direction, and what it means for our 2024 outlook. ----- Transcript -----Vishy Tirupattur: Welcome to Thoughts on the Market. I'm Vi...
19 Des 20236min
Mike Wilson: Does the U.S. Equity Rally Still Have Steam?
Hear how the Fed’s announcement of upcoming rate cuts could affect equity markets—particularly small-cap stocks.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investme...
18 Des 20233min
Economic Roundtable: What’s in Store for ’24?
Join our first quarterly roundtable where Morgan Stanley’s chief economists discuss the outlook for the U.S., Europe, China, and Japan.----- Transcript -----Seth Carpenter: Welcome to Thoughts on the ...
16 Des 20238min
