Big Debates: The State of the Energy Transition
In the latest edition of our Big Debates miniseries, Morgan Stanley Research analysts discuss the factors that will shape the global energy market in 2025 and beyond, and where to look for investment ...
13 Jan 202513min
Big Debates: The AI Evolution
In the first of a special series, Morgan Stanley’s U.S. Thematic and Equity Strategist Michelle Weaver discusses new frontiers in artificial intelligence with Keith Weiss, Head of U.S. Software Resear...
10 Jan 20259min
2025: Setting Expectations
Our Head of Corporate Credit Research, Andrew Sheets, offers up bull, bear and base cases for credit markets in the year ahead.----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheet...
10 Jan 20253min
Market Implications of Trump’s Agenda
With the inauguration of President-elect Donald Trump approaching, our Global Head of Fixed Income and Public Policy Research weighs the impact for investors of his potential policy measures.----- Tra...
8 Jan 20254min
What Could Shape the Global Economy in 2025
Our Global Chief Economist Seth Carpenter weighs the myriad variables which could impact global markets in 2025, and why this year may be the most uncertain for economies since the start of the pandem...
7 Jan 20255min
Will 2024’s Weak Finish Extend into the New Year?
Our CIO and Chief U.S. Equity Strategist Mike Wilson considers the year-end slump in U.S. stocks, and whether more market-friendly policies can change the narrative.----- Transcript -----Welcome to Th...
6 Jan 20254min
Lessons to Take Into 2025
With the start of the new year, our Head of Corporate Credit Research Andrew Sheets looks back to look ahead at trends for credit and other markets in 2025.----- Transcript -----Welcome to Thoughts on...
3 Jan 20254min
A Bumpy Road Ahead for Onshoring EVs
Our Head of Global Autos & Shared Mobility Adam Jonas discusses why the electric vehicle market may see a small reset in 2025, but ultimately accelerate under a Trump Administration.----- Transcript -...
2 Jan 20254min
