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(1670)

Why the UK’s Economy May Surprise Investors Again

Why the UK’s Economy May Surprise Investors Again

Our Global Head of Fixed Income Research Andrew Sheets and Chief UK Economist Bruna Skarica discuss why they see a more constructive UK outlook than markets do, despite energy, fiscal and political ri...

20 Maj 12min

The Case for Staying Bullish on Equities

The Case for Staying Bullish on Equities

Despite recent pressure on stocks, our CIO and Chief U.S. Equity Strategist Mike Wilson argues that earnings and AI’s impact remain stronger than many investors appreciate.Read more insights from Morg...

19 Maj 5min

How Digital Assets Are Changing Banking

How Digital Assets Are Changing Banking

Our Global Head of Banks and Diversified Finance Research Betsy Graseck explains how digital assets could reshape market infrastructure and how money moves, without overthrowing wholesale banking.Read...

18 Maj 4min

Investing Through an Uneasy Boom

Investing Through an Uneasy Boom

Our Chief Cross-Asset Strategist Serena Tang explains why investors should stay constructive in 2026, even as oil prices and geopolitics add volatility.Read more insights from Morgan Stanley.----- Tra...

15 Maj 5min

Global Growth Faces an Energy Test

Global Growth Faces an Energy Test

Our Global Chief Economist and Head of Macro Strategy Seth Carpenter gives his midyear outlook, highlighting why AI investment and U.S. consumers remain key growth engines amid energy shocks.Read more...

14 Maj 5min

What to Expect From the U.S.-China Summit

What to Expect From the U.S.-China Summit

Our Head of Public Policy Research Ariana Salvatore goes through the main topics on the table during the meeting between Presidents Trump and Xi: Taiwan, tariffs and the Iran conflict.Read more insigh...

13 Maj 4min

How Your Body Data Could Reshape Sectors

How Your Body Data Could Reshape Sectors

Our U.S. Healthcare Analyst Erin Wright discusses how health tracking and preventive diagnostics could influence healthcare costs and different industries, from fitness to retail.Read more insights fr...

12 Maj 5min

Why AI Funding Is So Price-Insensitive

Why AI Funding Is So Price-Insensitive

Our Global Head of Fixed Income Research Andrew Sheets explains the economic theory behind the unwavering spending on AI infrastructure.Read more insights from Morgan Stanley.----- Transcript -----And...

11 Maj 4min

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