

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

Oct 11, 2019 • 3min
Andrew Sheets: Is the Dollar Losing It’s Safe Haven Status?
On today's episode, Chief Cross-Asset Strategist Andrew Sheets explains how three of the dollar’s most attractive qualities could be shifting right before our eyes.

Oct 9, 2019 • 2min
Michael Zezas: The Key Variable in U.S.-China Trade Talks
On today's episode, Head of U.S. Public Policy Michael Zezas says when it comes to trade, movement toward a meaningful compromise will likely come down to one fundamental variable.

Oct 7, 2019 • 4min
Mike Wilson: An Unsatisfying Market for Bulls and Bears?
On today’s episode, Chief Investment Officer Mike Wilson says both bulls and bears were likely a bit frustrated trying to trade last week's sell-off and rally. So what’s the next move for investors?

Oct 4, 2019 • 3min
Andrew Sheets: The 3 Most Powerful Market Indicators?
On today's episode, Chief Cross-Asset Strategist Andrew Sheets says despite the myriad models used to assess the direction of markets, three simple indicators may be the most valuable.

Oct 2, 2019 • 2min
Michael Zezas: U.S.-China Trade: The Outlook for Fall
On today's episode, A number of trade-related events on the fall calendar could mean progress—or an escalation—on the trade impasse. Head of U.S. Public Policy Michael Zezas provides an overview.

Oct 1, 2019 • 3min
Special Series: U.S. Housing Faces a Generational Turning Point
On this special episode, Equity Analyst Richard Hill examines the coming seismic shift for investors as Baby Boomers pass the housing baton to Millennials and Generation Z.

Sep 30, 2019 • 3min
Mike Wilson: Are Markets Rethinking Pricey Growth Stocks?
On today’s episode, Chief Investment Officer Mike Wilson explains why markets may be having a change of heart on expensive—and sometimes unprofitable—growth stocks.

Sep 27, 2019 • 3min
Andrew Sheets: A Tale of Two Oil Price Spikes
On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets says oil prices tend to spike for two very different reasons and the distinction for investors is quite important.

Sep 25, 2019 • 2min
Michael Zezas: How Do Markets View Major Policy Proposals?
On today's episode, Head of U.S. Public Policy Michael Zezas takes a look at transformative policy proposals by 2020 Presidential candidates. How could big policies like Medicare-for-All reshape markets?

Sep 24, 2019 • 5min
Special Series: Is NextGen Reinventing the Banking Experience?
On this special episode, Betsy Graseck, global head of banking research, explains how Millennials and Gen Z are reshaping the financial industry in their tech-savvy, mobile-first image.


