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
Jun 3, 2019 • 4min
Mike Wilson: U.S. Equities: How Much Correction is Ahead?
On today’s TOTM, Chief Investment Officer Mike Wilson says trade tensions may be rattling markets, but the fundamentals are the real culprit behind the correction. So where are equities headed next?
May 31, 2019 • 4min
Andrew Sheets: Fed to the Rescue? Maybe Not.
On today’s podcast, Chief Cross Asset Strategist Andrew Sheets examines the notion that the Fed stands willing and able to reduce interest rates and support markets.
May 29, 2019 • 2min
Michael Zezas: U.S.-China Trade and “The Prisoner’s Dilemma”
On today’s episode, Head of U.S. Public Policy Michael Zezas explains why a key principle of game theory could help investors navigate markets amid rising trade tensions.
May 27, 2019 • 3min
Mike Wilson: Are U.S. Economic Indicators Flashing Yellow?
On today’s podcast, Chief Investment Officer Mike Wilson says although some investors may assume recent equities volatility is based on trade worries, some key data points may be the real culprit.
