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
Jul 19, 2019 • 4min
Andrew Sheets: 3 Consensus Views Worth Questioning
On today’s podcast, Chief Cross-asset Strategist Andrew Sheets digs into three key debates around central bank policy expectations, valuations and investor sentiment.
Jul 17, 2019 • 2min
Michael Zezas: 2020 Election: How Likely Is Medicare-for-All?
On today’s podcast, Head of U.S. Public Policy research Michael Zezas asks “Would a Democratic presidential win mean the end of the road for private health care insurance?
Jul 15, 2019 • 4min
Mike Wilson: For the S&P 500, Breaking Out Is Hard to Do
On today’s podcast, Chief Investment Officer Mike Wilson says a sustained breakout above 3,000 has eluded the S&P 500. Will the Fed’s potential rate cut be the catalyst?
Jul 12, 2019 • 4min
Andrew Sheets: A Second (and Third) Opinion for Equity Markets
On this episode, Chief Cross-Asset Strategist Andrew Sheets examines the models for stock performance, and how they are all leading to a similar conclusion.
Jul 10, 2019 • 3min
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 • 3min
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 • 4min
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 • 3min
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 • 4min
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 • 4min
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.
