Lessons from Retail Success Stories
Our Retail Analyst discusses the key strategies that have propelled a select few companies in U.S. consumer retail amid a challenging demand backdrop. ----- Transcript -----Welcome to Thoughts on the ...
14 Maj 20244min
Spring IMF Meetings Spark Cautious Optimism
Our experts highlight their biggest takeaways from the International Monetary Fund’s recent meetings, including which markets around the globe are on an upward trajectory.----- Transcript -----Simon W...
13 Maj 20247min
How Mexico’s Elections Could Change Global Markets
Morgan Stanley’s Chief Latin America Strategist explains the importance of Mexico’s upcoming presidential election, laying out the possible investment implications of potential policy reforms.----- Tr...
10 Maj 20243min
The Fed Sends a Clear Message
Our Chief Fixed Income Strategist explains why the Federal Reserve’s most recent meeting was so consequential, and the likeliest path ahead for interest rates.----- Transcript -----Welcome to Thoughts...
9 Maj 20243min
Can US Dollar Dominance Continue?
Our expert panel explains the U.S. dollar’s current status as the primary global reserve currency and whether the euro and renminbi, or even crypto currencies are positioned to take over that role.Dig...
8 Maj 20247min
Managing for Economic Uncertainty
As the U.S. economy continues to send mixed signals, our CIO and Chief US Equity Strategist explains how markets are likely to oscillate between “soft landing” and “no landing” outcomes. ----- Transcr...
7 Maj 20243min
What If Rates Are Higher for Longer?
Lisa Shalett is a member of Morgan Stanley’s Wealth Management Division and is not a member of Morgan Stanley’s Research Department. Unless otherwise indicated, her views are her own and may differ fr...
6 Maj 20248min
Separating the Cyclical from the Systemic
Lisa Shalett, our CIO for Wealth Management, and our Head of Corporate Credit Research discuss how to forecast expected returns over the long term, and whether historic cycles can help make sense of t...
3 Maj 20248min
