AI, Scale and Privacy
Matt Cost of the firm’s U.S. Internet team shares his key takeaways from the 2024 Morgan Stanley Technology, Media & Telecom Conference, including the online ad market’s rebound and the future of prop...
11 Mars 20243min
M&A Rebound Ahead?
Our Head of Corporate Credit Research cites near-term and long-term factors indicating that investors should expect a major boost in merger and acquisition activity.----- Transcript -----Welcome to Th...
8 Mars 20243min
Why European Data Centers Are Set for Major Growth
Morgan Stanley’s Europe Telecom Analyst outlines three factors pointing to a boom, the obstacles to overcome and the associated industries most likely to benefit.---- Transcript -----Welcome to Though...
7 Mars 20244min
Three Long-Term Trends by the Numbers
Our Global Head of Fixed Income shares some startling data on decarbonization, the widespread use of AI and longevity. ----- Transcript -----Welcome to Thoughts on the Market. I'm Michael Zezas, Morg...
6 Mars 20243min
How US Consumers Will Spend 2024 Tax Refunds
With tax season underway, our U.S. economist explains what the average refund will look like and how people are likely to spend it.----- Transcript -----Welcome to Thoughts on the Market. I’m Sarah Wo...
5 Mars 20243min
Hedging in a Robust Equity Market
The U.S. stock market is rising to new highs, but investors should still try to minimize risk in their portfolios. Our analysts list a few key strategies to navigate this dynamic.----- Transcript ----...
4 Mars 20245min
The Predictive Power of PMIs
Our head of Corporate Credit Research explains why the Purchasing Manager’s Index is a key indicator for investors to get a read on the economic outlook.----- Transcript -----Welcome to Thoughts on th...
1 Mars 20243min
Making Sense of Confusing Economic Data
Our Global Macro Strategist explains the complex nature of recent U.S. economic reports, and which figures should matter most to investors.----- Transcript -----Welcome to Thoughts on the Market. I’m ...
1 Mars 20243min
