Thoughts on the Market

Thoughts on the Market

Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.

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Avsnitt(1731)

Michael Zezas: Inside the Municipal Bond Liquidity Trap

Michael Zezas: Inside the Municipal Bond Liquidity Trap

When markets get volatile, strange things start to happen in markets you might not expect. That's both a sign of stress, and in some cases, a sign of opportunity.

17 Mars 20202min

Mike Wilson: The End of The Cyclical Bear Market?

Mike Wilson: The End of The Cyclical Bear Market?

Just three months ago, market expectations were likely overoptimistic. That's how tops are made. Today, they are maybe too pessimistic… and that's how bottoms are made.

16 Mars 20204min

Andrew Sheets: The Comfort of Market Patterns

Andrew Sheets: The Comfort of Market Patterns

Although current market swings suggest that we are in serious, unpredictable times, a look through market history may reveal where we’re headed next.

13 Mars 20203min

Michael Zezas: Oil Exporter Tensions Add to Market Worries

Michael Zezas: Oil Exporter Tensions Add to Market Worries

The dual challenges of the coronavirus and the collapse of the OPEC plus arrangement intensifies the need for a fiscal response from Washington. Head of Public Policy Research Michael Zezas explains.

11 Mars 20202min

Special Episode: The Road Ahead

Special Episode: The Road Ahead

Investors reacted strongly as oil prices and coronavirus worries disrupted markets. Chief Cross-Asset Strategist Andrew Sheets and Chief U.S. Economist Ellen Zentner debate what’s next.

10 Mars 20208min

Mike Wilson: Revisiting the Rolling Bear Market

Mike Wilson: Revisiting the Rolling Bear Market

The recent correction in equity markets suggests that the fourth quarter rally in 2019 may have been a false breakout—and the rolling bear has unfinished business.

9 Mars 20204min

Andrew Sheets: Patience as an Investing Virtue

Andrew Sheets: Patience as an Investing Virtue

Two competing forces—hopes for further central bank moves vs. coronavirus uncertainty—are driving a notable rise in volatility. What signal should investors watch for signs of a potential rebound?

6 Mars 20202min

Michael Zezas: Lessons from Super Tuesday

Michael Zezas: Lessons from Super Tuesday

From an investment standpoint, are there lessons to be learned from Joe Biden’s strong showing on Super Tuesday? Yes, but not the ones you might think.

4 Mars 20203min

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