Mike Wilson: Markets Face a “Sell the News” Moment
On today’s podcast, Chief Investment Officer Mike Wilson asks whether the Fed rate cut and reemergence of trade tensions rattled markets or simply revealed the possibility of deteriorating fundamentals.
5 Aug 20193min
Andrew Sheets: The Fed’s Great Expectations Quandary
On today's podcast, Markets met the Fed rate cut with a collective shrug. Could investor expectations make it harder for the Fed to succeed? Chief Cross-Asset Strategist Andrew Sheets provides analysis.
2 Aug 20193min
Michael Zezas: Trade Uncertainty and Corporate Confidence
On today’s podcast, Head of U.S. Public Policy Michael Zezas examines how continued trade policy uncertainty is weighing on corporate confidence and spending. Is a turning point ahead?
31 Juli 20192min
Mike Wilson: Will the Fed Surprise on a Rate Cut?
On today’s podcast, Chief Investment Officer Mike Wilson gauges the reaction to a potential Wednesday Fed rate cut. Have markets already priced in any rally?
29 Juli 20193min
Special: Access & Opportunity Preview
Morgan Stanley's Carla Harris talks with Charles Hudson, founder and Managing Partner at Precursor Ventures, a seed-stage investor bringing an institutional perspective to startups in the earliest stages of their development.
26 Juli 20194min
Michael Zezas: The Fed Rate Cut Debate for Bond Investors
On today’s podcast, Head of Public Policy and Municipal Strategy Michael Zezas considers the debate between the consensus view of a potential 25 basis point Fed rate cut vs a 50 basis point cut.
24 Juli 20192min
Mike Wilson: Weighing a Potential Fed Rate Cut
On today’s podcast, Chief Investment Officer Mike Wilson says what matters for markets now isn't how much the Fed or other central banks could cut—but why they would cut.
22 Juli 20193min
Andrew Sheets: 3 Consensus Views Worth Questioning
On today’s podcast, Chief Cross-asset Strategist Andrew Sheets digs into three key debates around central bank policy expectations, valuations and investor sentiment.
19 Juli 20194min
