Thoughts on the Market

Morgan Stanley

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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1,680 episodes
Updated Friday

Episodes1680

Newest first

Jul 10, 2019 · 2 min
Michael Zezas: Healthcare Reform - Here We Go Again?
On today’s podcast, as the 2020 Election nears, healthcare reform is a central debate once again. Head of U.S. Public Policy Michael Zezas shares potential outcomes for patients—and investors.
Jul 8, 2019 · 3 min
Mike Wilson: 3 Summer Surprises Investors Could Be Missing
On today’s podcast, Chief Investment Officer Mike Wilson says markets are typically savvy on how and when to price news events. But are markets overlooking some potential bad news?
Jul 5, 2019 · 3 min
Andrew Sheets: A Narrow Path
On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets says that while conditions could line up for market success, the variables that need to align are many and diverse.
Jul 3, 2019 · 2 min
Michael Zezas: How Markets View the Pause on Trade Tariffs
On today’s podcast, Head of U.S. Public Policy Michael Zezas says a pause on trade tariffs should be good news for markets and growth, but is the path forward any clearer?
Jul 1, 2019 · 3 min
Mike Wilson: A G20 Trade Truce?
On today’s podcast, markets are cheering this weekend’s pause on U.S.-China trade tensions. But is the potential progress enough to extend the longest business cycle in history?
Jun 28, 2019 · 3 min
Andrew Sheets: What to Watch from the G20
On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets shares three possible trade outcomes from the G20—and how markets may react to a pause on new tariffs.
Jun 26, 2019 · 3 min
Michael Zezas: Indirect Impacts
In today’s podcast, Head of U.S. Public Policy strategy Michael Zezas discusses how the great debate playing out in markets around trade is about more than direct impacts.
Jun 24, 2019 · 3 min
Mike Wilson: Are Markets Putting Stock in Trade?
With corporate confidence softening, could movement on U.S.-China trade at the G20 be the catalyst for growth in the second half of the year? Chief Investment Officer Mike Wilson has analysis.
Jun 21, 2019 · 3 min
Andrew Sheets: Let’s Say the Fed Cuts Rates in July…
Morgan Stanley's economics team now expects the Fed to cut interest rates by half a percent possibly as soon as July. On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets examines how markets could react.
Jun 19, 2019 · 2 min
Michael Zezas: Three Possible Trade Paths from the G20
On today’s podcast, Head of U.S. Public Policy strategy Michael Zezas says three likely U.S.-China trade scenarios will come out of the G20. But a tariff pause might be the trickiest for investors.
Jun 17, 2019 · 3 min
Mike Wilson: How Confident Are U.S. Businesses in the Economy?
On today’s episode, Chief Investment Officer Mike Wilson shares a readout on the firm’s proprietary Business Conditions Index. Are the data softening more than investors realize?
Jun 14, 2019 · 3 min
Andrew Sheets: The Dangers of Cheering for Weaker Data
On today’s podcast, Chief Cross-asset Strategist Andrew Sheets provides a bit of historical perspective on the logic of rooting for weaker data and lower interest rates.
Jun 12, 2019 · 3 min
Michael Zezas: Why ‘Slowbalization’ May Be Feeding Trade Tensions
Head of U.S. Public Policy Michael Zezas says that independent of current trade concerns, the trend toward globalized supply chains is fading, as companies respond both to political and market incentives.
Jun 10, 2019 · 3 min
Mike Wilson: Why Trade Tensions Are Only Part of the Story
Investors and media have been hyper-focused on trade and Fed policymaking. But according to Chief Investment Officer Mike Wilson, some key economic data points are the real story to watch.
Jun 7, 2019 · 3 min
Andrew Sheets: For Markets, Signs, Signs, Everywhere Signs
On today’s podcast, Chief Cross-asset Strategist Andrew Sheets says that while discussion of a Fed rate cut may have helped markets rebound, several longer-term signals are troubling.
Jun 5, 2019 · 2 min
Michael Zezas: U.S.-Mexico Trade Adds to Recession Risks
On today’s episode, Head of U.S. Public Policy Michael Zezas says further escalation of trade tensions could come with a cost. Are the risks of a global recession increasing?
Jun 3, 2019 · 3 min
Mike Wilson: U.S. Equities: How Much Correction is Ahead?
On today’s TOTM, Chief Investment Officer Mike Wilson says trade tensions may be rattling markets, but the fundamentals are the real culprit behind the correction. So where are equities headed next?
May 31, 2019 · 3 min
Andrew Sheets: Fed to the Rescue? Maybe Not.
On today’s podcast, Chief Cross Asset Strategist Andrew Sheets examines the notion that the Fed stands willing and able to reduce interest rates and support markets.
May 29, 2019 · 2 min
Michael Zezas: U.S.-China Trade and “The Prisoner’s Dilemma”
On today’s episode, Head of U.S. Public Policy Michael Zezas explains why a key principle of game theory could help investors navigate markets amid rising trade tensions.
May 27, 2019 · 3 min
Mike Wilson: Are U.S. Economic Indicators Flashing Yellow?
On today’s podcast, Chief Investment Officer Mike Wilson says although some investors may assume recent equities volatility is based on trade worries, some key data points may be the real culprit.

Thoughts on the Market

Michael Zezas: Healthcare Reform - Here We Go Again?

Mike Wilson: 3 Summer Surprises Investors Could Be Missing

Andrew Sheets: A Narrow Path

Michael Zezas: How Markets View the Pause on Trade Tariffs

Mike Wilson: A G20 Trade Truce?

Andrew Sheets: What to Watch from the G20

Michael Zezas: Indirect Impacts

Mike Wilson: Are Markets Putting Stock in Trade?

Andrew Sheets: Let’s Say the Fed Cuts Rates in July…

Michael Zezas: Three Possible Trade Paths from the G20

Mike Wilson: How Confident Are U.S. Businesses in the Economy?

Andrew Sheets: The Dangers of Cheering for Weaker Data

Michael Zezas: Why ‘Slowbalization’ May Be Feeding Trade Tensions

Mike Wilson: Why Trade Tensions Are Only Part of the Story

Andrew Sheets: For Markets, Signs, Signs, Everywhere Signs

Michael Zezas: U.S.-Mexico Trade Adds to Recession Risks

Mike Wilson: U.S. Equities: How Much Correction is Ahead?

Andrew Sheets: Fed to the Rescue? Maybe Not.

Michael Zezas: U.S.-China Trade and “The Prisoner’s Dilemma”

Mike Wilson: Are U.S. Economic Indicators Flashing Yellow?