Thoughts on the Market

Thoughts on the Market

0 episodes

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


Podcasts

The Surprising Link Between Auto Insurance and Inflation

Published: July 18, 2024, 10:57 p.m.
Duration: 9 minutes 26 seconds

Listed in: Business

Navigating Market Reactions to the News Cycle

Published: July 17, 2024, 9 p.m.
Duration: 3 minutes 4 seconds

Listed in: Business

Beyond the 60/40 Portfolio?

Published: July 16, 2024, 10:03 p.m.
Duration: 4 minutes 48 seconds

Listed in: Business

Retails Comeback Plan

Published: July 15, 2024, 9:20 p.m.
Duration: 6 minutes 3 seconds

Listed in: Business

Why We Believe the Fed Will and Should Cut Rates Soon

Published: July 12, 2024, 9 p.m.
Duration: 3 minutes 19 seconds

Listed in: Business

Business Travelers Pack Their Bags

Published: July 11, 2024, 9 p.m.
Duration: 3 minutes 20 seconds

Listed in: Business

Less Impact Than You Might Think

Published: July 10, 2024, 11:32 p.m.
Duration: 6 minutes 25 seconds

Listed in: Business

U.S. Housing: What Will Slow Home Price Growth?

Published: July 9, 2024, 10:13 p.m.
Duration: 6 minutes 55 seconds

Listed in: Business

2024 US Elections: The Impact of Inflation

Published: July 8, 2024, 11:12 p.m.
Duration: 4 minutes 2 seconds

Listed in: Business

Special Encore: A Sobering View on the Spirits Sector

Published: July 5, 2024, 6 p.m.
Duration: 4 minutes 7 seconds

Listed in: Business

Why Central Banks Still Get It Wrong Sometimes

Published: July 3, 2024, 9:12 p.m.
Duration: 3 minutes 20 seconds

Listed in: Business

Investors Eye Reactions to US Presidential Debate

Published: July 2, 2024, 9:26 p.m.
Duration: 3 minutes 22 seconds

Listed in: Business

Housing Update: Home Prices Unlikely to Decline

Published: July 1, 2024, 9:34 p.m.
Duration: 4 minutes 9 seconds

Listed in: Business

Why Good Data Is Good For Markets

Published: June 28, 2024, 9:07 p.m.
Duration: 3 minutes 36 seconds

Listed in: Business

Introducing: What Should I Do With My Money Season 2

Published: June 28, 2024, 4:57 p.m.
Duration: 3 minutes 14 seconds

Listed in: Business

Funding the AI Revolution

Published: June 27, 2024, 9 p.m.
Duration: 4 minutes 5 seconds

Listed in: Business

Fiscal Sustainability and the French and US Elections

Published: June 26, 2024, 10:05 p.m.
Duration: 3 minutes 51 seconds

Listed in: Business

Navigating the Narrow Stock Market

Published: June 25, 2024, 9 p.m.
Duration: 4 minutes 37 seconds

Listed in: Business

Economics Roundtable: Global Elections in Focus

Published: June 24, 2024, 10:17 p.m.
Duration: 9 minutes 21 seconds

Listed in: Business

Economics Roundtable: Investors Eye Central Banks

Published: June 21, 2024, 10 p.m.
Duration: 12 minutes 12 seconds

Listed in: Business

Volatility Doesnt Necessarily Rock the Boat

Published: June 20, 2024, 9 p.m.
Duration: 3 minutes 37 seconds

Listed in: Business

Investment Discipline In An Election Year

Published: June 18, 2024, 9:49 p.m.
Duration: 3 minutes 7 seconds

Listed in: Business

Tracking the Rebound in Tech IPOs

Published: June 17, 2024, 8:48 p.m.
Duration: 9 minutes 20 seconds

Listed in: Business

This Is Still Indias Decade

Published: June 14, 2024, 9 p.m.
Duration: 3 minutes 57 seconds

Listed in: Business

Cautious Corporate Boards Extend the Credit Cycle

Published: June 13, 2024, 10:48 p.m.
Duration: 3 minutes 27 seconds

Listed in: Business

Convenience Is Compelling

Published: June 12, 2024, 9:09 p.m.
Duration: 4 minutes 1 second

Listed in: Business

Presidential Elections Arent the Only Important Ones

Published: June 11, 2024, 9:57 p.m.
Duration: 4 minutes 13 seconds

Listed in: Business

Investors Riding an Unpredictable Wave

Published: June 10, 2024, 9:16 p.m.
Duration: 3 minutes 46 seconds

Listed in: Business

What Global Elections Mean for Markets

Published: June 7, 2024, 9 p.m.
Duration: 3 minutes 46 seconds

Listed in: Business

Inside Japans Economic Transformation

Published: June 6, 2024, 11:23 p.m.
Duration: 7 minutes 20 seconds

Listed in: Business

Special Encore: The Curious Connection Between Airlines and Fashion

Published: June 5, 2024, 10:32 p.m.
Duration: 10 minutes 5 seconds

Listed in: Business

Spirited Debates Around Our Midyear Outlooks

Published: June 4, 2024, 9:10 p.m.
Duration: 3 minutes 57 seconds

Listed in: Business

Why an Everything Rally Is Still Possible

Published: June 3, 2024, 9:57 p.m.
Duration: 3 minutes 35 seconds

Listed in: Business

Why TMT Bonds Are Underperforming

Published: May 31, 2024, 10:01 p.m.
Duration: 8 minutes 39 seconds

Listed in: Business

European Economic Outlook: Decidedly More Optimistic

Published: May 30, 2024, 9:47 p.m.
Duration: 3 minutes 39 seconds

Listed in: Business

Global Questions About the US Elections

Published: May 29, 2024, 8:59 p.m.
Duration: 2 minutes 5 seconds

Listed in: Business

Midyear European Equities Outlook: In the Sweet Spot

Published: May 28, 2024, 9:38 p.m.
Duration: 3 minutes 27 seconds

Listed in: Business

Midyear Credit Outlook Favors Moderation

Published: May 24, 2024, 9:21 p.m.
Duration: 3 minutes 7 seconds

Listed in: Business

Midyear Housing Outlook: Is Home Sale Activity Picking Up?

Published: May 23, 2024, 8 p.m.
Duration: 6 minutes 53 seconds

Listed in: Business

Midyear US Economic Outlook: Continued Resilience

Published: May 22, 2024, 6:23 p.m.
Duration: 3 minutes 53 seconds

Listed in: Business

Midyear Cross-Asset Outlook: Bullish Possibilities

Published: May 21, 2024, 9:49 p.m.
Duration: 9 minutes 6 seconds

Listed in: Business

Midyear Economic Outlook: Reasons for Optimism

Published: May 20, 2024, 10:21 p.m.
Duration: 6 minutes 48 seconds

Listed in: Business

Seeking Better Value in Emerging Market Debt

Published: May 17, 2024, 6:02 p.m.
Duration: 3 minutes 51 seconds

Listed in: Business

Get Ready for a Summer Travel Boom

Published: May 16, 2024, 9:07 p.m.
Duration: 3 minutes 51 seconds

Listed in: Business

The Narrow Scope of US Tariffs on China

Published: May 15, 2024, 9:44 p.m.
Duration: 2 minutes 57 seconds

Listed in: Business

Lessons from Retail Success Stories

Published: May 14, 2024, 10:38 p.m.
Duration: 4 minutes 6 seconds

Listed in: Business

Spring IMF Meetings Spark Cautious Optimism

Published: May 13, 2024, 9:15 p.m.
Duration: 7 minutes 24 seconds

Listed in: Business

How Mexicos Elections Could Change Global Markets

Published: May 10, 2024, 5:46 p.m.
Duration: 3 minutes 6 seconds

Listed in: Business

The Fed Sends a Clear Message

Published: May 9, 2024, 7:01 p.m.
Duration: 3 minutes 45 seconds

Listed in: Business

Can U.S. Dollar Dominance Continue?

Published: May 8, 2024, 9:36 p.m.
Duration: 7 minutes 20 seconds

Listed in: Business

Managing for Economic Uncertainty

Published: May 7, 2024, 10:03 p.m.
Duration: 3 minutes 33 seconds

Listed in: Business

What If Rates Are Higher for Longer?

Published: May 6, 2024, 10:15 p.m.
Duration: 8 minutes 59 seconds

Listed in: Business

Separating the Cyclical from the Systemic

Published: May 3, 2024, 9:04 p.m.
Duration: 8 minutes 44 seconds

Listed in: Business

Special Encore: Seth Carpenter: Looking Back for the Future

Published: May 3, 2024, 12:21 a.m.
Duration: 4 minutes 38 seconds

Listed in: Business

Where Is the US Dollar Headed?

Published: May 2, 2024, 12:14 a.m.
Duration: 8 minutes 30 seconds

Listed in: Business

Decarbonizing Real Estate

Published: April 30, 2024, 10:14 p.m.
Duration: 9 minutes 40 seconds

Listed in: Business

The Curious Connection Between Airlines and Fashion

Published: April 29, 2024, 9:38 p.m.
Duration: 9 minutes 58 seconds

Listed in: Business

Can Technology Help Us Live Longer & Better?

Published: April 26, 2024, 8:17 p.m.
Duration: 5 minutes 13 seconds

Listed in: Business

Meeting the Demand for Anti-Obesity Treatment

Published: April 25, 2024, 7:06 p.m.
Duration: 3 minutes 59 seconds

Listed in: Business

European Markets React to Upcoming U.S. Election

Published: April 24, 2024, 11:22 p.m.
Duration: 8 minutes 58 seconds

Listed in: Business

US Economy: Bigger, But Not Tighter

Published: April 23, 2024, 9:35 p.m.
Duration: 12 minutes 24 seconds

Listed in: Business

U.S. Equities: No Landing in Sight

Published: April 22, 2024, 8:44 p.m.
Duration: 4 minutes 9 seconds

Listed in: Business

Mixed Signals for Asia and Emerging Markets

Published: April 19, 2024, 7:51 p.m.
Duration: 3 minutes 54 seconds

Listed in: Business

A Central Piece of the GenAI Puzzle

Published: April 18, 2024, 10:06 p.m.
Duration: 4 minutes 11 seconds

Listed in: Business

The Repercussions of Rising Global Tensions

Published: April 17, 2024, 8:13 p.m.
Duration: 2 minutes 48 seconds

Listed in: Business

How Will the GenAI Revolution Be Powered?

Published: April 16, 2024, 10:17 p.m.
Duration: 10 minutes 49 seconds

Listed in: Business

A Sobering View on the Spirits Sector

Published: April 16, 2024, 12:14 a.m.
Duration: 4 minutes

Listed in: Business

Unpacking Correlation

Published: April 12, 2024, 9:15 p.m.
Duration: 3 minutes 36 seconds

Listed in: Business

US Energy: The Minerals and Materials at Risk

Published: April 11, 2024, 6:58 p.m.
Duration: 4 minutes 5 seconds

Listed in: Business

2024 US Elections: Inflations Possible Paths

Published: April 10, 2024, 11:51 p.m.
Duration: 11 minutes 16 seconds

Listed in: Business

What is Driving Big Moves in the Oil Market?

Published: April 9, 2024, 10:35 p.m.
Duration: 2 minutes 54 seconds

Listed in: Business

Looking Back for the Future

Published: April 8, 2024, 8:08 p.m.
Duration: 4 minutes 31 seconds

Listed in: Business

A Hot Summer for Oil?

Published: April 5, 2024, 8:10 p.m.
Duration: 3 minutes 4 seconds

Listed in: Business

The Threat to Clean Energy in the US

Published: April 4, 2024, 9:31 p.m.
Duration: 4 minutes 50 seconds

Listed in: Business

The Growing Importance of Where Data Lives

Published: April 3, 2024, 9:14 p.m.
Duration: 4 minutes 21 seconds

Listed in: Business

U.S. Elections: Potential Implications for Businesses and Consumers

Published: April 2, 2024, 8:29 p.m.
Duration: 7 minutes 36 seconds

Listed in: Business

How Immigrations Rise Could Boost Economic Growth

Published: April 1, 2024, 9:42 p.m.
Duration: 3 minutes 54 seconds

Listed in: Business

US Housing: Will Lower Fees Means Higher Sales?

Published: March 28, 2024, 9:32 p.m.
Duration: 5 minutes 26 seconds

Listed in: Business

Are Credit Scores Inflated?

Published: March 27, 2024, 8:37 p.m.
Duration: 4 minutes 42 seconds

Listed in: Business

Finding Late-Cycle Winners

Published: March 26, 2024, 9:31 p.m.
Duration: 4 minutes 19 seconds

Listed in: Business

The Evolution of Private Credit

Published: March 25, 2024, 9:39 p.m.
Duration: 4 minutes 25 seconds

Listed in: Business

Can As Expected Still Give New Information?

Published: March 22, 2024, 9:44 p.m.
Duration: 3 minutes 35 seconds

Listed in: Business

European Financials: Why Confidence Has Returned

Published: March 21, 2024, 11:13 p.m.
Duration: 8 minutes 11 seconds

Listed in: Business

2024 US Elections: Global Investors' Key Questions

Published: March 20, 2024, 8:21 p.m.
Duration: 4 minutes 25 seconds

Listed in: Business

Asia Equities: A Quarter of Dispersion

Published: March 19, 2024, 9:03 p.m.
Duration: 4 minutes 5 seconds

Listed in: Business

Finding the Equity Sweet Spot

Published: March 18, 2024, 9:14 p.m.
Duration: 3 minutes 14 seconds

Listed in: Business

Rate Cut Uncertainty

Published: March 15, 2024, 8:37 p.m.
Duration: 3 minutes 22 seconds

Listed in: Business

Economics Roundtable: Updating our 2024 Outlook

Published: March 14, 2024, 10:16 p.m.
Duration: 12 minutes 3 seconds

Listed in: Business

Revving Up the Speed of E-Commerce Delivery

Published: March 13, 2024, 9:35 p.m.
Duration: 4 minutes

Listed in: Business

Where AI Is Advancing

Published: March 12, 2024, 9:39 p.m.
Duration: 7 minutes 32 seconds

Listed in: Business

AI, Scale and Privacy

Published: March 11, 2024, 8:36 p.m.
Duration: 3 minutes 11 seconds

Listed in: Business

M&A Rebound Ahead?

Published: March 8, 2024, 9:11 p.m.
Duration: 3 minutes 36 seconds

Listed in: Business

Why European Data Centers Are Set for Major Growth

Published: March 7, 2024, 10:17 p.m.
Duration: 4 minutes

Listed in: Business

Three Long-Term Trends by the Numbers

Published: March 6, 2024, 9:42 p.m.
Duration: 3 minutes 10 seconds

Listed in: Business

How US Consumers Will Spend 2024 Tax Refunds

Published: March 5, 2024, 10:08 p.m.
Duration: 3 minutes 52 seconds

Listed in: Business

Hedging in a Robust Equity Market

Published: March 4, 2024, 10:02 p.m.
Duration: 5 minutes 7 seconds

Listed in: Business

The Predictive Power of PMIs

Published: March 1, 2024, 9:27 p.m.
Duration: 3 minutes 35 seconds

Listed in: Business

Making Sense of Confusing Economic Data

Published: March 1, 2024, 12:13 a.m.
Duration: 3 minutes 42 seconds

Listed in: Business

Should Investors Care About a Government Shutdown?

Published: Feb. 28, 2024, 10:11 p.m.
Duration: 3 minutes 21 seconds

Listed in: Business

Why Is the Price of Food Still Rising?

Published: Feb. 27, 2024, 11:11 p.m.
Duration: 7 minutes 48 seconds

Listed in: Business

The Gap Between Corporate Haves and Have-Nots

Published: Feb. 26, 2024, 10:59 p.m.
Duration: 3 minutes 43 seconds

Listed in: Business

Eyeing a Market of Many

Published: Feb. 23, 2024, 10 p.m.
Duration: 3 minutes 8 seconds

Listed in: Business

Behind the Rapid Growth of the Private Credit Market

Published: Feb. 22, 2024, 9:43 p.m.
Duration: 6 minutes 53 seconds

Listed in: Business

An Atlantic-Sized Divide in Monetary Policy

Published: Feb. 21, 2024, 7:34 p.m.
Duration: 4 minutes

Listed in: Business

Accelerating the Shift from AI Enablers to AI Adopters

Published: Feb. 20, 2024, 10:04 p.m.
Duration: 3 minutes 32 seconds

Listed in: Business

Commercial Real Estate's Uncertain Future

Published: Feb. 16, 2024, 8:30 p.m.
Duration: 3 minutes 46 seconds

Listed in: Business

What the U.S. Election Could Mean for NATO

Published: Feb. 15, 2024, 10:34 p.m.
Duration: 2 minutes 39 seconds

Listed in: Business

The Rising Risk of Global Trade Tensions for Asia

Published: Feb. 15, 2024, 4:24 a.m.
Duration: 3 minutes 21 seconds

Listed in: Business

Ripple Effects of the Red Sea Disruptions

Published: Feb. 14, 2024, 12:04 a.m.
Duration: 9 minutes 8 seconds

Listed in: Business

Three Reasons the U.S. Consumer Outlook Remains Strong

Published: Feb. 12, 2024, 10:45 p.m.
Duration: 2 minutes 48 seconds

Listed in: Business

Rooting for a Positive Rate of Change

Published: Feb. 9, 2024, 5:34 p.m.
Duration: 3 minutes 16 seconds

Listed in: Business

Trends in the 2024 Credit Landscape

Published: Feb. 8, 2024, 8:56 p.m.
Duration: 8 minutes 11 seconds

Listed in: Business

Which Geopolitical Events Matter Most to Investors

Published: Feb. 7, 2024, 9:58 p.m.
Duration: 3 minutes 20 seconds

Listed in: Business

What Japan Can Teach the World About Longevity

Published: Feb. 7, 2024, 12:08 a.m.
Duration: 9 minutes 31 seconds

Listed in: Business

A Longer Wait for Rate Cuts?

Published: Feb. 5, 2024, 11:27 p.m.
Duration: 4 minutes 21 seconds

Listed in: Business

Is the Housing Market Back?

Published: Feb. 2, 2024, 10:34 p.m.
Duration: 5 minutes 51 seconds

Listed in: Business

How Longevity Is Influencing Consumer Spending

Published: Feb. 1, 2024, 10:07 p.m.
Duration: 3 minutes 30 seconds

Listed in: Business

Is M&A Ready to Bounce Back?

Published: Feb. 1, 2024, 12:12 a.m.
Duration: 7 minutes 57 seconds

Listed in: Business

Markets Are Ready for More Bonds

Published: Jan. 30, 2024, 8:28 p.m.
Duration: 3 minutes 27 seconds

Listed in: Business

Opportunities in Corporate Credit for 2024

Published: Jan. 30, 2024, 12:07 a.m.
Duration: 9 minutes

Listed in: Business

Why Its Time to Be Bullish on European Equities

Published: Jan. 26, 2024, 9:52 p.m.
Duration: 3 minutes 46 seconds

Listed in: Business

Will the U.S. Presidential Election Change Fed Policy?

Published: Jan. 25, 2024, 9:16 p.m.
Duration: 6 minutes 56 seconds

Listed in: Business

What Matters Most to Markets in the U.S. Election

Published: Jan. 24, 2024, 10:31 p.m.
Duration: 2 minutes 48 seconds

Listed in: Business

Taking the Long View

Published: Jan. 23, 2024, 8:16 p.m.
Duration: 9 minutes 11 seconds

Listed in: Business

Chasing the End of the Economic Cycle

Published: Jan. 22, 2024, 9:31 p.m.
Duration: 4 minutes 2 seconds

Listed in: Business

Special Encore: Andrew Sheets: Why 2024 Is Off to a Rocky Start

Published: Jan. 20, 2024, 12:10 a.m.
Duration: 3 minutes 13 seconds

Listed in: Business

Mexico Nearshoring Keeps Going Strong

Published: Jan. 18, 2024, 7:02 p.m.
Duration: 3 minutes 35 seconds

Listed in: Business

Three Investment Themes for 2024 and Beyond

Published: Jan. 17, 2024, 8:03 p.m.
Duration: 3 minutes 33 seconds

Listed in: Business

The Growth Outlook for Chinas Tech Sector

Published: Jan. 16, 2024, 8:05 p.m.
Duration: 3 minutes 13 seconds

Listed in: Business

Whats Next for Money Market Funds?

Published: Jan. 12, 2024, 8:20 p.m.
Duration: 3 minutes 8 seconds

Listed in: Business

The Path Ahead for Natural Gas and Shale

Published: Jan. 11, 2024, 6:38 p.m.
Duration: 3 minutes 15 seconds

Listed in: Business

Will Global Oil Markets Surprise In 2024?

Published: Jan. 10, 2024, 7:43 p.m.
Duration: 3 minutes 23 seconds

Listed in: Business

Are These Gen AIs Next Big Winners?

Published: Jan. 9, 2024, 7:12 p.m.
Duration: 3 minutes 33 seconds

Listed in: Business

Will Anti-Obesity Drugs Disrupt the MedTech Industry?

Published: Jan. 8, 2024, 7:50 p.m.
Duration: 3 minutes 32 seconds

Listed in: Business

Andrew Sheets: Why 2024 Is Off to a Rocky Start

Published: Jan. 5, 2024, 7:36 p.m.
Duration: 3 minutes 6 seconds

Listed in: Business

Can Japanese Equities Rally in 2024?

Published: Jan. 4, 2024, 7:31 p.m.
Duration: 3 minutes 20 seconds

Listed in: Business

New Year, New Investment Themes?

Published: Jan. 3, 2024, 10:11 p.m.
Duration: 5 minutes 51 seconds

Listed in: Business

2024 U.S. Autos Outlook: Should Investors Be Concerned?

Published: Jan. 2, 2024, 9:37 p.m.
Duration: 4 minutes 5 seconds

Listed in: Business

End-of-Year Encore: Macro Economy: The 2024 Outlook Part 2

Published: Dec. 29, 2023, 6 p.m.
Duration: 11 minutes 6 seconds

Listed in: Business

End-of-Year Encore: Macro Economy: The 2024 Outlook

Published: Dec. 28, 2023, 6 p.m.
Duration: 9 minutes 14 seconds

Listed in: Business

End-of-Year Encore: 2024 Asia Equities Outlook: India vs. China

Published: Dec. 27, 2023, 6 p.m.
Duration: 4 minutes 55 seconds

Listed in: Business

End-of-Year Encore: An Early Guide to the 2024 U.S. Elections

Published: Dec. 26, 2023, 6 p.m.
Duration: 6 minutes 22 seconds

Listed in: Business

Andrew Sheets: Credit Markets Take a Sunny View

Published: Dec. 22, 2023, 3:56 p.m.
Duration: 3 minutes 14 seconds

Listed in: Business

Will Falling Rates Mean Lower Home Prices?

Published: Dec. 21, 2023, 8:16 p.m.
Duration: 7 minutes 41 seconds

Listed in: Business

Michael Zezas: Why Geopolitics May Matter More in 2024

Published: Dec. 20, 2023, 9:16 p.m.
Duration: 2 minutes 53 seconds

Listed in: Business

Will the Feds Pivot Favor Bonds Over Equities?

Published: Dec. 19, 2023, 9:34 p.m.
Duration: 6 minutes 34 seconds

Listed in: Business

Mike Wilson: Does the U.S. Equity Rally Still Have Steam?

Published: Dec. 18, 2023, 9:15 p.m.
Duration: 3 minutes 55 seconds

Listed in: Business

Economic Roundtable: Whats in Store for 24?

Published: Dec. 16, 2023, 12:21 a.m.
Duration: 8 minutes 6 seconds

Listed in: Business

Sustainability: Mixed Signals on Decarbonization After COP28

Published: Dec. 14, 2023, 9:42 p.m.
Duration: 3 minutes 40 seconds

Listed in: Business

Michael Zezas: The U.S. Election, Clean Energy and Healthcare

Published: Dec. 13, 2023, 11:46 p.m.
Duration: 2 minutes 42 seconds

Listed in: Business

2024 China Outlook: Can Growth Rebound?

Published: Dec. 12, 2023, 10:53 p.m.
Duration: 8 minutes 44 seconds

Listed in: Business

Mike Wilson: Could Bond Market Consolidation Weigh on U.S. Equities?

Published: Dec. 11, 2023, 8:58 p.m.
Duration: 4 minutes 16 seconds

Listed in: Business

David Adams: A Contrarian Call on the U.S. Dollar

Published: Dec. 8, 2023, 10:10 p.m.
Duration: 2 minutes 29 seconds

Listed in: Business