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
Feb 7, 2020 • 3min
Andrew Sheets: Supply Also Matters
On today's episode, Discussions about financial markets often center on issues of demand. Andrew Sheets takes a look at the supply trends that may impact debt and equity markets globally in 2020.
Feb 5, 2020 • 3min
Michael Zezas: The Limited Lives of Multiple Narratives
On today's episode, Recent events have added little clarity to the policy choices U.S. voters will face in the November presidential elections, but that won't last forever.
Feb 4, 2020 • 4min
Mike Wilson: The Tug of War for U.S. Equites
On today's episode, U.S. equities face concerns over global growth—caused by the coronavirus and other catalysts—but plentiful liquidity from the Fed. Thoughts on positioning from Chief Investment Officer Mike Wilson.
Jan 31, 2020 • 3min
Jonathan Garner: What Can SARS Tell Us About the Coronavirus?
On today's episode, To understand the impact of the Coronavirus on humanity, economics and markets, Chief Asia and Emerging Markets Equity Strategist Jonathan Garner draws parallels with the 2002 SARS outbreak.
Jan 30, 2020 • 2min
Andrew Sheets: Coronavirus Affects the Narrative
On today's episode, Nations try to address the public health impact of the coronavirus alongside uncertainty about the global outlook for 2020. Perspective from Andrew Sheets, Chief Cross-Asset Strategist.
Jan 29, 2020 • 4min
Andrew Sheets: Are More Countries Saying Deficits Don’t Matter?
On today's episode, Only a decade ago, market analysts and political observers were saying sovereign deficits were bad. Cross-Asset Strategist Andrew Sheets explains why that view may be changing.
Jan 27, 2020 • 2min
Michael Zezas: Taxation Complicates U.S.-EU Trade
On today's episode, Although the U.S and China have found a way forward on trade negotiations, a clear path for U.S.-EU trade is getting slightly more complicated.
Jan 24, 2020 • 3min
Andrew Sheets: As 2020 Begins, Investors Get Optimistic
On today's episode, Skepticism was the prevailing investor attitude for most of 2019, but what a difference a quarter can make. So what changed? Chief Cross-Asset Strategist Andrew Sheets talks changing sentiment as 2020 kicks off.
Jan 22, 2020 • 2min
Michael Zezas: Do Incumbents Always Win with a Strong Economy?
On today's episode, How reliable is the maxim that a good economy means a presidential incumbent re-election? Head of U.S. Public Policy Michael Zezas looks at history.
Jan 21, 2020 • 4min
Mike Wilson: Pressure Testing the Bull Case
On today's episode, Progress on trade and Brexit, upbeat sentiment and central bank support have investors optimistic on the bull case narrative. Even so, it’s worth a quick inspection for surprises.
