Thoughts on the Market

In today’s podcast, Head of U.S. Public Policy strategy Michael Zezas discusses how the great debate playing out in markets around trade is about more than direct impacts.

With corporate confidence softening, could movement on U.S.-China trade at the G20 be the catalyst for growth in the second half of the year? Chief Investment Officer Mike Wilson has analysis.

Morgan Stanley's economics team now expects the Fed to cut interest rates by half a percent possibly as soon as July. On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets examines how markets could react.

On today’s podcast, Head of U.S. Public Policy strategy Michael Zezas says three likely U.S.-China trade scenarios will come out of the G20. But a tariff pause might be the trickiest for investors.

On today’s episode, Chief Investment Officer Mike Wilson shares a readout on the firm’s proprietary Business Conditions Index. Are the data softening more than investors realize?

On today’s podcast, Chief Cross-asset Strategist Andrew Sheets provides a bit of historical perspective on the logic of rooting for weaker data and lower interest rates.

Head of U.S. Public Policy Michael Zezas says that independent of current trade concerns, the trend toward globalized supply chains is fading, as companies respond both to political and market incentives.

Investors and media have been hyper-focused on trade and Fed policymaking. But according to Chief Investment Officer Mike Wilson, some key economic data points are the real story to watch.

On today’s podcast, Chief Cross-asset Strategist Andrew Sheets says that while discussion of a Fed rate cut may have helped markets rebound, several longer-term signals are troubling.

On today’s episode, Head of U.S. Public Policy Michael Zezas says further escalation of trade tensions could come with a cost. Are the risks of a global recession increasing?