Thoughts on the Market
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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.
Episode të Fundit
1479 episode
Asia’s Youth Job Crisis
Our Chief Asia Economist Chetan Ahya discusses how youth unemployment will impact future growth and stability across China, India, and Indonesia.
An M&A Boom for Financials
Morgan Stanley analysts Betsy Graseck and Michael Cyprys discuss what’s driving unprecedented consolidation for asset and wealth management firms.
An Unprecedented Wave of Inheritances Is Coming
Our U.S. Thematic and Equity Strategist Michelle Weaver discusses how the largest intergenerational wealth transfer in history could reshape saving, s...
Lessons From a Bond Issued 90 Years Ago
Diving into the history of Morgan Stanley’s first bond deal, our Head of Corporate Credit Research Andrew Sheets explains the value of high-quality co...
When Will the Shutdown Affect Markets?
An extended U.S. government shutdown raises the risk for weaker growth potential. Our Global Head of Fixed Income Research and Public Policy Strategy...
Get Ready for a Steeper Yield Curve
Our Fixed Income Strategist Vishy Tirupattur explains how changes in the yield curve are affecting markets such as insurance, Treasury yields and mort...
How Asia Is Reinventing Itself for Global Competition
Our strategists Daniel Blake and Tim Chan discuss how Asia is adapting to multipolar world dynamics, tech innovation and longevity trends to create ne...
Introducing: What Should I Do With My Money: Season 3
Have you ever wondered -- How much do I really need to retire early and am I on track? How do I balance all of my financial goals? How can I help my c...
China’s Biotech Revolution
Our China Healthcare Analyst Jack Lin discusses how China’s biotech surge is reshaping healthcare, investment and innovation worldwide.
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Opportunities From China’s Policy Shifts
Our Chief China Equity Strategist Laura Wang discusses how China’s new approach to economic development is transforming domestic industries and reshap...
Will U.S. Inflation Slow in 2026?
In the second of a two-part episode, Morgan Stanley’s chief economists talk about their near-term U.S. outlook based on tariffs, labor supply and the...
Tackling Economic Hurdles in Europe and Asia
Morgan Stanley’s chief economists discuss how policymakers in China, Japan and the European Union are addressing slower growth, deflation or the retur...
Will the Fed End the Party?
Despite large deficits, booming capital expenditures and a looser regulatory environment, the Fed appears poised to cut rates further to support the s...
Investors Monitor Washington’s Ticking Budget Clock
Our Global Head of Thematic and Fixed Income Research Michael Zezas and our U.S. Public Policy Strategist Ariana Salvatore unpack the market and econo...
When Will the U.S. Housing Market Reactivate?
Our Co-Head of Securitized Products Research James Egan joins our Chief Economic Strategist Ellen Zentner to discuss the recent challenges facing the...
Capital Markets Pick Up as U.S. Policy Settles
Our Global Head of Fixed Income Research and Public Policy Strategy, Michael Zezas, examines growth in IPOs and M&A amid greater certainty around trad...
A Good ‘Perfect Storm’ for India
Our Head of India Research Ridham Desai and leaders from Morgan Stanley Investment Management Arjun Saigal and Jitania Kandhari discuss how India’s pr...
Why the ‘Rolling Recovery’ Has Already Begun
Our CIO Mike Wilson joins U.S. Equity strategist Andrew Pauker to answer frequently asked questions about their latest economic outlook, including how...
Can the Fed’s Move Boost Global Credit?
With this week’s announcement of a rate cut and further cuts in the offing, the Fed seems willing to let the U.S. economy run a little hot. Our Head o...
Weighing Fed Cut Against Jobs and Inflation Risks
On Wednesday, the Fed announced its first rate cut in nine months. While the reduction was widely expected, our Global Head of Macro Strategy Matthew...
Special Encore: AI Takes the Wheel
Original Release Date: August 21, 2025
From China’s rapid electric vehicle adoption to the rise of robotaxis, humanoids, and flying vehicles, ou...
How U.S. Industry Is Reinventing Itself
Our strategists Michelle Weaver and Adam Jonas join analyst Christopher Snyder to discuss the most important themes that emerged from the Morgan Stanl...
Can Fed Cuts Bring Mortgage Rates Down?
For investors looking to make sense of housing-related assets amidst changes in Fed policy stance, our co-heads of Securitized Product Research Jay Ba...
How Cybersecurity Is Reshaping Portfolios
Online crime is accelerating, making cybersecurity a fast-growing and resilient investment opportunity. Our Cybersecurity and Network and Equipment an...
What’s Next for the India-China Trade?
Our Chief Asia Economist Chetan Ahya discusses how the evolving trade relationship between India and China could redefine global supply chains and unl...
Why Gold Still Holds Glitter in Markets
Our Metals & Mining Commodity Strategist Amy Gower discusses her bullish outlook for gold and what the metal’s rally in 2025 says about inflation, cen...
Can AI Make Healthcare Less Expensive?
Many Americans struggle with the rising cost of healthcare. Analysts Terence Flynn and Erin Wright explain how AI might bend the cost curve, from Morg...
A New Bull Market Begins?
Morgan Stanley’s CIO and Chief U.S. Equity Strategist Mike Wilson discusses the outlook for U.S. stocks after Friday's nonfarm payroll data reinforced...
新たな強気相場の始まりか？
9月5日金曜日発表の非農業部門雇用者数は、米国経済がローリング・リセッションからローリング・リカバリーに移行しているとの見方を裏付ける内容でした。では、...
Why the U.S. Dollar Still Smiles
Our G10 FX Market Strategist Andrew Watrous challenges the prevailing market view on the U.S. dollar, reaffirming the relevance of Morgan Stanley’s "d...
Walking a Narrow Economic Path
Our Head of Corporate Credit Research Andrew Sheets discusses the scenarios markets may face in September and for the rest of the year, as the Federal...
Why a Fed Pivot Could Trigger Volatility
Fed Chair Jay Powell’s speech at Jackson Hole underscored the central bank’s new focus on managing downside growth risks. Michael Zezas, our Global He...
Are Agency Mortgage-Backed Securities Making a Comeback?
Our Co-Heads of Securitized Products Research Jay Bacow and James Egan explain why the macro backdrop could be changing in favor of agency mortgages a...
Market Outcomes of Fed’s New Course
In the second of a two-part episode, our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach talk about how Treasury...
Breaking Down the Fed’s New Course
In the first of a two- part episode, our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach discuss the outcome of...
Could a Fed Rate Cut Affect Credit Quality?
Our Head of Corporate Credit Research Andrew Sheets discusses why a potential start of monetary easing by the Federal Reserve might be a cause for con...
Gen Z Trends That Could Disrupt Markets
Our analysts Adam Jonas and Alex Straton discuss how tech-savvy young professionals are influencing retail, brand loyalty, mobility trends, and the br...
How Stocks Could React to a Fed Pivot
Opinions by market pundits have been flying since Fed Chair Powell’s remarks at Jackson Hole last week, leaving the door open for interest rate cuts a...
What to Watch When Credit Spreads Narrow
Credit spreads are at the lowest levels in more than two decades, indicating health of the corporate sector. However, our Head of Corporate Credit Res...
AI Takes the Wheel
From China’s rapid electric vehicle adoption to the rise of robotaxis, humanoids, and flying vehicles, our analysts Adam Jonas and Tim Hsiao discuss h...