Mike Wilson: Are Markets Following the Right Playbook?
U.S. equities markets appear to be betting on an outdated playbook that worked when inflation was benign. But analysis of earnings and macro data suggests an updated playbook may be necessary. What in...
4 Des 20233min
Andrew Sheets: November’s Early Holiday Gift to Investors
The market rally of the last few weeks is based on strong economic data, suggesting that the U.S. and Europe remain on track for a “soft landing.” ----- Transcript -----Welcome to Thoughts on the Mark...
1 Des 20232min
Pamela Kaufman: Anti-Obesity Meds Could Bite Into Food Sales
The growing popularity of medicines that curb appetite is having an impact on consumption of less-healthy foods. Here’s what that could mean for packaged snacks, soda, alcohol and fast food.----- Tran...
30 Nov 20234min
Ravi Shanker: A New Golden Age of Travel Ahead?
With a strong holiday season expected, and a rise in U.S. passport issuance, there’s good reason to believe the travel industry will see durable growth in the year ahead.----- Transcript -----Welcome ...
29 Nov 20233min
How Education Companies Can Benefit from AI
Investors in the education sector have focused on threats from generative AI, but may be missing the potential for greater efficiency and new opportunities in workforce reskilling.----- Transcript ---...
28 Nov 20233min
Vishy Tirupattur: Debating the Outlook
Morgan Stanley published its 2024 macroeconomic and investment outlooks last week after spirited debates among our economists and strategists. Three topics animated much of this year’s discussion: lin...
27 Nov 20234min
Special Encore: Matt Cost: How AI Could Disrupt Gaming
Original Release on November, 7th 2023: AI could help video game companies boost engagement and consumer spending, but could also introduce competition by making it easier for new companies to enter t...
24 Nov 20233min
Special Encore: US Economy: What Generative AI Means for the Labor Market
Original Release on November, 2nd 2023: Generative AI could transform the nature of work and boost productivity, but companies and governments will need to invest in reskilling.----- Transcript -----S...
22 Nov 20238min
