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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

00:12:30

Why the ‘Rolling Recovery’ Has Already Begun

Thoughts on the Market ·

2025/09/22

Our CIO Mike Wilson joins U.S. Equity strategist Andrew Pauker to answer frequently asked questions about their latest economic outlook, including how U.S. equities are transitioning to a new bull market. Read more insights from Morgan Stanley. ----- Transcript ----- Mike Wilson: Welcome to Thoughts on the Market. I'm Mike Wilson. Morgan Stanley’s CIO and Chief U.S. Equity Strategist. Today we're going to try something a little different. I have my colleague, Andrew Pauker from the

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00:03:47

Can the Fed’s Move Boost Global Credit?

Thoughts on the Market ·

2025/09/19

With this week’s announcement of a rate cut and further cuts in the offing, the Fed seems willing to let the U.S. economy run a little hot. Our Head of Corporate Credit explain why this could give an unexpected boost to the European bond market. Read more insights from Morgan Stanley. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Today – a Fed that looks willing to let the economy run hot,

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00:11:16

Weighing Fed Cut Against Jobs and Inflation Risks

Thoughts on the Market ·

2025/09/18

On Wednesday, the Fed announced its first rate cut in nine months. While the reduction was widely expected, our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen explain the data that markets and the Fed are watching. Read more insights from Morgan Stanley. ----- Transcript ----- Matthew Hornbach: Welcome to Thoughts on the Market. I'm Matthew Hornbach, Global Head of Macro Strategy. Michael Gapen: And I'm Michael Gapen, Morgan Stanley's Chief U.S

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00:12:25

Special Encore: AI Takes the Wheel

Thoughts on the Market ·

2025/09/17

Original Release Date: August 21, 2025 From China’s rapid electric vehicle adoption to the rise of robotaxis, humanoids, and flying vehicles, our analysts Adam Jonas and Tim Hsiao discuss how AI is revolutionizing the global auto industry. Read more insights from Morgan Stanley. ----- Transcript ----- Adam Jonas: Welcome to Thoughts on the Market. I'm Adam Jonas. I lead Morgan Stanley's Research Department's efforts on embodied AI and humanoid robots. Tim Hsiao: And I'm Tim Hsiao,

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00:14:26

How U.S. Industry Is Reinventing Itself

Thoughts on the Market ·

2025/09/16

Our strategists Michelle Weaver and Adam Jonas join analyst Christopher Snyder to discuss the most important themes that emerged from the Morgan Stanley Annual Industrials Conference in Laguna Beach. Read more insights from Morgan Stanley. ----- Transcript ----- Michelle Weaver: Welcome to Thoughts on the Market. I'm Michelle Weaver, Morgan Stanley's U.S. Thematic Strategist. Christopher Snyder: I'm Chris Snyder, Morgan Stanley's U.S. Multi-Industry Analyst. Adam Jonas: And I'm Adam

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00:07:28

Can Fed Cuts Bring Mortgage Rates Down?

Thoughts on the Market ·

2025/09/15

For investors looking to make sense of housing-related assets amidst changes in Fed policy stance, our co-heads of Securitized Product Research Jay Bacow and James Egan offer their perspective on mortgage rates and the market. Read more insights from Morgan Stanley. ----- Transcript ----- James Egan: Welcome to Thoughts on the Market. I'm Jim Egan, co-head of Securitized Products Research at Morgan Stanley. Jay Bacow: I'm Jay Bacow, the other co-head of Securitized Products Research at

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00:03:40

How Cybersecurity Is Reshaping Portfolios

Thoughts on the Market ·

2025/09/12

Online crime is accelerating, making cybersecurity a fast-growing and resilient investment opportunity. Our Cybersecurity and Network and Equipment analyst Meta Marshall discusses the key trends driving this market shift.Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Meta Marshall, Morgan Stanley’s Cybersecurity and Network and Equipment Analyst. Today – the future of digital defense against cybercrime. It’s Friday, September 12th,

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00:04:25

What’s Next for the India-China Trade?

Thoughts on the Market ·

2025/09/11

Our Chief Asia Economist Chetan Ahya discusses how the evolving trade relationship between India and China could redefine global supply chains and unlock new investment opportunities.Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Chetan Ahya, Morgan Stanley’s Chief Asia Economist. Today – one of the most important economic relationships of our time: India and China. And what the future may hold. It’s Thursday, September 11th at 2

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00:04:28

Why Gold Still Holds Glitter in Markets

Thoughts on the Market ·

2025/09/10

Our Metals & Mining Commodity Strategist Amy Gower discusses her bullish outlook for gold and what the metal’s rally in 2025 says about inflation, central banks, and global risk.Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Amy Gower, Morgan Stanley’s Metals & Mining Commodity Strategist. Today, we’re talking about gold, a metal that’s more than just a safe haven for investors, and what it tells us about the global economy

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00:07:47

Can AI Make Healthcare Less Expensive?

Thoughts on the Market ·

2025/09/09

Many Americans struggle with the rising cost of healthcare. Analysts Terence Flynn and Erin Wright explain how AI might bend the cost curve, from Morgan Stanley’s 23rd annual Global Healthcare Conference in New York.Read more insights from Morgan Stanley. ----- Transcript ----- Terence Flynn: Welcome to Thoughts on the Market. I'm Terence Flynn, Morgan Stanley's U.S. Biopharma Analyst. Erin Wright: And I'm Erin Wright, U.S. Healthcare Services Analyst. Terence Flynn: Thanks for joining

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00:04:37

A New Bull Market Begins?

Thoughts on the Market ·

2025/09/08

Morgan Stanley’s CIO and Chief U.S. Equity Strategist Mike Wilson discusses the outlook for U.S. stocks after Friday's nonfarm payroll data reinforced the thesis of a transition from a rolling recession to a rolling recovery. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief U.S. Equity Strategist. Today on the podcast I’ll be discussing Friday’s Payroll report and what it means for

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00:07:29

新たな強気相場の始まりか？

Thoughts on the Market ·

2025/09/08

9月5日金曜日発表の非農業部門雇用者数は、米国経済がローリング・リセッションからローリング・リカバリーに移行しているとの見方を裏付ける内容でした。では、米国株は今後どうなるのか。弊社の最高投資責任者兼米国チーフ株式ストラテジスト、マイク・ウィルソンが見通しをお話しします。このエピソードを英語で聴く。トランスクリプト「市場の風を読む」（Thoughts on the Market）へようこそ。このポッドキャストでは、最近の金融市場動向に関するモルガン・スタンレーの考察をお届けします。本日は、先日発表された雇用統計と、米国株にとってのその意味について、弊社の最高投資責任者兼米国チーフ株式ストラテジストのマイク・ウィルソンがお話しします。このエピソードは9月8日

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00:05:37

Why the U.S. Dollar Still Smiles

Thoughts on the Market ·

2025/09/05

Our G10 FX Market Strategist Andrew Watrous challenges the prevailing market view on the U.S. dollar, reaffirming the relevance of Morgan Stanley’s "dollar smile" framework. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Andrew Watrous, G10 FX Strategist at Morgan Stanley. Today – a look at how the US dollar behaves under different global growth circumstances. And why – contrary to the views of some observers – we think the dollar

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00:03:39

Walking a Narrow Economic Path

Thoughts on the Market ·

2025/09/04

Our Head of Corporate Credit Research Andrew Sheets discusses the scenarios markets may face in September and for the rest of the year, as the Federal Reserve weighs interest rate cuts amidst slowing job growth and persistent inflation. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, head of Corporate Credit Research at Morgan Stanley. Today, the narrow economic path the markets face as we come back from summer. It's

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00:03:18

Why a Fed Pivot Could Trigger Volatility

Thoughts on the Market ·

2025/09/03

Fed Chair Jay Powell’s speech at Jackson Hole underscored the central bank’s new focus on managing downside growth risks. Michael Zezas, our Global Head of Fixed Income Research and Public Policy Strategy, talks about how that shift could impact markets heading into 2026.Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income Research and Public Policy Strategy. Today: What a subtle shift in the

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00:05:04

Are Agency Mortgage-Backed Securities Making a Comeback?

Thoughts on the Market ·

2025/09/02

Our Co-Heads of Securitized Products Research Jay Bacow and James Egan explain why the macro backdrop could be changing in favor of agency mortgages after the Fed’s annual meeting in Jackson Hole.Read more insights from Morgan Stanley. ----- Transcript ----- Jay Bacow: Welcome to Thoughts on the Market. I'm Jay Bacow, Co-Head of Securitized Products Research at Morgan Stanley. James Egan: And I'm Jim Egan, the other Co-Head of Securitized Products Research at Morgan Stanley. Jay

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00:09:34

Market Outcomes of Fed’s New Course

Thoughts on the Market ·

2025/08/29

In the second of a two-part episode, our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach talk about how Treasury yields and the U.S. dollar could react to the possible Fed rate path.Read more insights from Morgan Stanley. ----- Transcript ----- Matthew Hornbach: Welcome to Thoughts on the Market. I'm Matthew Hornbach, Global Head of Macro Strategy. Michael Gapen: And I'm Michael Gapen Morgan Stanley's Chief U.S. Economist. Yesterday we talked

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00:09:05

Breaking Down the Fed’s New Course

Thoughts on the Market ·

2025/08/28

In the first of a two- part episode, our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach discuss the outcome of the Jackson Hole meeting and the outlook for the U.S. economy and the Fed rate path during the rest of the year. Read more insights from Morgan Stanley. ----- Transcript ----- Matthew Hornbach: Welcome to Thoughts on the Market. I'm Matthew Hornbach, Global Head of Macro Strategy. Michael Gapen: And I'm Michael Gapen, Morgan Stanley's

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00:04:17

Could a Fed Rate Cut Affect Credit Quality?

Thoughts on the Market ·

2025/08/27

Our Head of Corporate Credit Research Andrew Sheets discusses why a potential start of monetary easing by the Federal Reserve might be a cause for concern for credit markets.Read more insights from Morgan Stanley. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Today – could interest rate cuts by the Fed unleash more corporate aggressiveness? It's Wednesday, August 27th at 2pm in

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00:12:32

Gen Z Trends That Could Disrupt Markets

Thoughts on the Market ·

2025/08/26

Our analysts Adam Jonas and Alex Straton discuss how tech-savvy young professionals are influencing retail, brand loyalty, mobility trends, and the broader technology landscape through their evolving consumer choices.Read more insights from Morgan Stanley. ----- Transcript ----- Adam Jonas: Welcome to Thoughts on the Market. I'm Adam Jonas, Morgan Stanley's Embodied AI and Humanoid Robotics Analyst. Alex Straton: And I'm Alex Straton, Morgan Stanley's U.S. Softlines Retail and Brands

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435 results

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