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.
Episodes
Mentioned books
Apr 24, 2020 • 4min
Andrew Sheets: Even in a Crisis, the Cycle Still Matters
Investment strategies tied to the business cycle are still relevant, especially as our key internal indicator shows the cycle has moved into a new phase. Andrew Sheets, Chief Cross-Asset Strategist, makes the case.
Apr 23, 2020 • 7min
Special Episode, Part 2: How Much Stimulus Is Enough?
Congress has readied more funds to support U.S. businesses and households in order to shorten the pandemic-induced downturn. How far will they go? Chief U.S. Economist Ellen Zentner and Head of Public Policy Research Michael Zezas discuss the scale of the stimulus and its limits.
Apr 22, 2020 • 9min
Special Episode: How Much Stimulus Is Enough?
Congress has readied more funds to support U.S. businesses and households in order to shorten the pandemic-induced downturn. How far will they go? Chief U.S. Economist Ellen Zentner and Head of Public Policy Research Michael Zezas discuss the scale of the stimulus and its limits.
Apr 20, 2020 • 4min
Mike Wilson: Equities Position for America’s Grand Reopening
Although it remains to be seen how fast the U.S. can “re-open,” in the near term, markets may be betting on an economy that will normalize faster than feared.
Apr 17, 2020 • 4min
Andrew Sheets: Why OPEC May Be Rethinking Its Strategy
The steep decline in oil prices is a fascinating story of demand, supply and even game theory. But Chief Cross-Asset Strategist Andrew Sheets says that story could reverse next year.
Apr 16, 2020 • 5min
Reza Moghadam: Emerging-Market Economies Prepare for COVID-19
Emerging markets recovered quickly from the 2008 financial crisis, but could a more challenging backdrop in 2020 mean a different outcome this time? Insights from Chief Economic Adviser Reza Moghadam.
Apr 15, 2020 • 3min
Michael Zezas: Has the Fed Ignited Muni Bond Markets?
For investors in municipal bonds, the Fed’s recent creation of the Municipal Liquidity Facility and Mainstreet Lending Facility are a key positive. Head of Municipal Strategy Michael Zezas explains why.
Apr 14, 2020 • 10min
Special Episode, Part 2: Coronavirus - Building Models to Rebuild Economies
When do we return to work? The market reaction? The drug pipeline? Chief Cross-Asset Strategist Andrew Sheets and Head Biotech Equity Analyst Matthew Harrison continue their discussion on the impact of the Covid-19 pandemic.
Apr 13, 2020 • 5min
Mike Wilson: U.S. Markets React to Fed Moves
If there is one lesson to be learned from the financial repression era it's that when risk premium appears, investors may want to make moves before it evaporates.
Apr 9, 2020 • 10min
Special Episode: Coronavirus – Building Models to Rebuild Economies
How do you track a virus, a global economy and a road to recovery? On this special episode, an engaging conversation with our Chief Cross-Asset Strategist and Head Biotech Equity Analyst.
