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PODCAST

Thoughts on the Market

Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.

business investing

All Episodes

00:04:00

Watching the Canary in the Coalmine

Thoughts on the Market ·

2025/06/27

Stock tickers may not immediately price in uncertainty during times of geopolitical volatility. Our Head of Corporate Credit Research Andrew Sheets suggests a different indicator to watch.

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00:11:14

Why the Fed Will Cut Late, But Cut More

Thoughts on the Market ·

2025/06/26

Our Global Head of Marco Strategy Matt Hornbach and U.S. Economist Michael Gapen assess the Fed’s path forward in light of inflation and a weaker economy, and the likely market outcomes.

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00:04:30

Humanoids’ Insatiable Hunger for Minerals

Thoughts on the Market ·

2025/06/25

Our Australia Materials Analyst Rahul Anand discusses why critical minerals may be the Achilles’ heel of humanoids as demand significantly outpaces supply amid geopolitical uncertainties.

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00:04:12

India Outperforms with High Growth and Low Volatility

Thoughts on the Market ·

2025/06/24

Morgan Stanley’s Chief Asia Equity Strategist Jonathan Garner explains why Indian equities are our most preferred market in Asia.

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00:03:31

Why Stocks Can Be Resilient Despite Geopolitical Risk

Thoughts on the Market ·

2025/06/23

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors have largely kept their cool amid recent developments in the Middle East.

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00:09:00

Midyear Credit Outlook: An Odd Disconnect in Asia

Thoughts on the Market ·

2025/06/20

Our analysts Andrew Sheets and Kelvin Pang explain why international issuers may be interested in so-called ‘dim sum’ bonds, despite Asia’s growth drag.

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00:04:27

How Oil Could Price Amid Mideast Tensions

Thoughts on the Market ·

2025/06/18

Our Global Commodities Strategist Martijn Rats explores three possible scenarios for oil prices in light of geopolitical shifts in the Middle East.

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00:04:50

Why Markets Should Keep an Eye on Japan’s AI Playbook

Thoughts on the Market ·

2025/06/17

Our Senior Japan Economics Advisor discusses Japan’s systematic approach to AI and the lessons it offers for other markets.

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00:05:17

A Bullish Case for Large Cap U.S. Equities

Thoughts on the Market ·

2025/06/16

While market sentiment on U.S. large caps turns cautious, our Chief CIO and U.S. Equity Strategist Mike Wilson explains why there's still room to stay constructive.

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00:10:48

The Economic Stakes of President Trump’s Immigration...

Thoughts on the Market ·

2025/06/13

Our economists Michael Gapen and Sam Coffin discuss how a drop in immigration is tightening labor markets, and what that means for the U.S. economic outlook and Fed policy.

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00:09:59

Title: Midyear Credit Outlook: Slowdown in Europe

Thoughts on the Market ·

2025/06/12

Our analysts Andrew Sheets and Aron Becker explain why European credit markets’ performance for the rest of 2025 could be tied to U.S. growth.

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00:03:23

What the New Tax Bill Means for Cross-Border Portfolios

Thoughts on the Market ·

2025/06/11

Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas reads the fine print of U.S. tax legislation to understand how it might affect foreign companies operating in the U.S. and foreign investors holding U.S. debt.

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00:03:38

How China Is Rewriting the AI Code

Thoughts on the Market ·

2025/06/10

Our Head of Asia Technology Research Shawn Kim discusses China's distinctly different approach to AI development and its investment implications.

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00:10:09

U.S. Financials Conference: Three Key Themes to Watch

Thoughts on the Market ·

2025/06/09

Our analysts Betsy Graseck, Manan Gosalia and Ryan Kenny discuss the major discussions they expect to highlight Morgan Stanley’s upcoming U.S. Financials conference.

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00:09:44

Standing by Our Outlook

Thoughts on the Market ·

2025/06/06

Morgan Stanley’s midyear outlook defied the conventional view in a number of ways. Our analysts Serena Tang and Vishy Tirupattur push back on the pushback to their conclusions, explaining the thought process behind their research.

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00:03:38

5 Reasons the Obesity Drug Market Remains Strong

Thoughts on the Market ·

2025/06/05

The global market for obesity drugs is expanding. Our U.S. Pharma and Biotech Analyst Terrence Flynn discusses what’s driving the next stage of global growth for GLP-1 medicines.

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00:07:11

Midyear U.S. Credit Outlook: Why Investors Should Be...

Thoughts on the Market ·

2025/06/04

Our analysts Andrew Sheets and Vishwas Patkar take stock of the U.S. credit market, noting which segments are on firm footing going into a period of slower growth.

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00:09:20

U.S. Shoppers Take Stock

Thoughts on the Market ·

2025/06/03

Our Thematics and U.S. Economics analysts Michelle Weaver and Arunima Sinha discuss how American consumers are planning to spend as they consider tariffs, inflation and potential new tax policies.

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00:04:39

Why Equity Markets May Be Stronger Than You Think

Thoughts on the Market ·

2025/06/02

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains how his outlook on earnings and valuations give him a constructive view on U.S. equities for the next 12 months.

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00:03:51

Why Interest Rates Matter Again

Thoughts on the Market ·

2025/05/30

Our Head of Corporate Credit Research explains why the legal confusion over U.S. tariffs plus the pending U.S. budget bill equals a revived focus on interest rates for investors.

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435 results

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