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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

00:04:13

How Stocks Could React to a Fed Pivot

Thoughts on the Market ·

2025/08/25

Opinions by market pundits have been flying since Fed Chair Powell’s remarks at Jackson Hole last week, leaving the door open for interest rate cuts as soon as in September. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains his continued call for a bullish outlook on U.S. stocks. 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

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00:04:30

What to Watch When Credit Spreads Narrow

Thoughts on the Market ·

2025/08/22

Credit spreads are at the lowest levels in more than two decades, indicating health of the corporate sector. However, our Head of Corporate Credit Research Andrew Sheets highlights two forces investors should monitor moving forward.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 – what to make of credit spreads as they hit some of their lowest

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00:12:17

AI Takes the Wheel

Thoughts on the Market ·

2025/08/21

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, Greater China Auto Analyst. Adam

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00:04:43

The Fed’s Next Moves After Mixed Data

Thoughts on the Market ·

2025/08/20

Markets have already priced in a Fed cut, given the mixed economic data in the July labor and CPI prints. Our Global Economist Arunima Sinha makes the case for why we’re standing by our baseline call for a higher bar for a rate cut.Read more insights from Morgan Stanley. ----- Transcript ----- Arunima Sinha: Welcome to Thoughts on the Market. I'm Arunima Sinha, Global Economist at Morgan Stanley. Today – our evaluation of the Fed's policy path following the July CPI print, and the

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00:06:50

Why Credit Is Core to AI Expansion

Thoughts on the Market ·

2025/08/19

Our Chief Fixed Income Strategist Vishy Tirupattur brings in Vishwas Patkar, Head of U.S. Credit Strategy, and Carolyn Campbell, Head of Consumer and Commercial ABS Research, to explain our high conviction on the role of credit markets in data center financing. Read more insights from Morgan Stanley. ----- Transcript ----- Vishy Tirupattur: Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley’s Chief Fixed Income Strategist. Vishwas Patkar: I'm Vishwas Patkar, Head

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00:10:45

What’s Fueling the Future of Energy in Asia?

Thoughts on the Market ·

2025/08/18

Our analysts Tim Chan and Mayank Maheshwari discuss how nuclear power and natural gas are reshaping Asia’s evolving energy mix, and what these trends mean for sustainability and the future of energy. Read more insights from Morgan Stanley. ----- Transcript ----- Tim Chan: Welcome to Thoughts on the Market. I'm Tim Chan, Morgan Stanley's Head of Asia Sustainability Research. Mayank Maheshwari: And I am Mayank Maheshwari, the Energy Analyst for India and Southeast Asia. Tim Chan: Today

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00:08:45

Special Encore: Bracing for Sticker Shock

Thoughts on the Market ·

2025/08/15

Original Release Date: July 11, 2025As U.S. retailers manage the impacts of increased tariffs, they have taken a number of approaches to avoid raising prices for customers. Our Head of Corporate Strategy Andrew Sheets and our Head of U.S. Consumer Retail and Credit Research Jenna Giannelli discuss whether they can continue to do so. Read more insights from Morgan Stanley. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate

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00:03:58

A Divergence of Thought on the Fed’s Path

Thoughts on the Market ·

2025/08/14

The market thinks the Fed is likely to cut rates come September. Morgan Stanley economists disagree. Our Head of Corporate Credit Research Andrew Sheets explains our viewpoint and presents three scenarios for corporate credit. 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 – the big difference between our view and the market on what the Fed

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00:10:33

Tariffs’ Impact on Economy and Bond Markets

Thoughts on the Market ·

2025/08/13

Although tariff negotiations continue, deals are being made, shifting investor focus on assessing the fallout. Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas and Chief U.S. Economist Michael Gapen consider the ripple effects on inflation and the bond market. Read more insights from Morgan Stanley. ----- Transcript ----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income Research and Public Policy

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00:04:57

The Credibility of Inflation Targets

Thoughts on the Market ·

2025/08/12

Can a central bank simply announce an inflation target and get everyone to believe it? Our Global Economist Arunima Sinha looks at the cases of South Africa and Brazil to explain why it’s a subject of decades-long debate.Read more insights from Morgan Stanley. ----- Transcript ----- Arunima Sinha: Welcome to Thoughts on the Market. I'm Arunima Sinha, Global Economist at Morgan Stanley. Today I'm going to talk about how inflation targets of central banks matter for market participants

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00:05:00

How AI is Driving the Digital Revolution in Sports

Thoughts on the Market ·

2025/08/11

Morgan Stanley Research looks at how changes in demographics, ownership, and distribution can boost tech adoption to revolutionize the global sports industry. Read more insights from Morgan Stanley. ----- Transcript ----- Cesar Medina: Welcome to Thoughts on the Market. I’m Cesar Medina, Morgan Stanley’s Latin America Technology, Media, and Telecom Analyst. Today – we discuss what’s driving the digital revolution in global sports. And what it means for fans as well as investors. It’s

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00:04:04

Backpacks, Laptops and Sneakers

Thoughts on the Market ·

2025/08/08

Our U.S. Thematic and Equity Strategist Michelle Weaver discusses what back-to-school spending trends reveal about consumer sentiment and the U.S. economy. 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 and Equity Strategist here at Morgan Stanley. Today -- we're going back to school! A look at the second biggest shopping season in the U.S.. And what it can tell us

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00:03:32

A Whiff of Stagflation

Thoughts on the Market ·

2025/08/07

So far, markets have shown resilience, despite the volatility. However, our Head of Corporate Credit Research Andrew Sheets points out that economic data might tell a different story over the next few months, with a likely impact on yields. 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 – how a tricky two months could feel a lot like

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00:08:32

How Credit Markets Could Finance AI’s Trillion Dollar...

Thoughts on the Market ·

2025/08/06

Until now, the AI buildout has largely been self-funded. Our Chief Fixed Income Strategist Vishy Tirupattur and our Head of U.S. Credit Strategy Vishwas Patkar explain the role of credit markets to fund a potential financing gap of $1.5 trillion as spending on data centers and hardware keeps ramping up.Read more insights from Morgan Stanley. ----- Transcript ----- Vishy Tirupattur: Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief Fixed Income

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00:10:52

Higher Bar for September Rate Cut

Thoughts on the Market ·

2025/08/05

There’s a dichotomy between the pace of job growth and the unemployment rate. Our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach analyze how the Fed might address this paradox.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. Matthew Hornbach: Today – a

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00:04:10

Why Stocks Get Ahead of the Fed

Thoughts on the Market ·

2025/08/04

Economic data looks backward while equity markets are looking ahead. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why this delays the Federal Reserve in both cutting and hiking rates – and why this is a feature of monetary policy, not a bug. 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 why economic data can

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00:10:17

Why Markets Remain Murky on Tariff Fallout

Thoughts on the Market ·

2025/08/01

While investors may now better understand President Trump’s trade strategy, the economic consequences of tariffs remain unclear. Our Global Head of Fixed Income Research and Public Policy Michael Zezas and our Chief U.S. Economist Michael Gapen offer guidance on the data they are watching. Read more insights from Morgan Stanley. ----- Transcript ----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income Research and Public Policy

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00:12:14

How Waning American Dominance Could Move Yields

Thoughts on the Market ·

2025/07/31

Lisa Shalett, our Wealth Management CIO, and Andrew Sheets, our Head of Corporate Credit Research, conclude their discussion of American Exceptionalism, factoring in fixed income, in the second of a two-part episode.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. Lisa Shalett: And I'm Lisa Shalett, Chief Investment Officer for Morgan Stanley Wealth

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00:11:33

Is American Market Dominance Over?

Thoughts on the Market ·

2025/07/30

In the first of a two-part episode, Lisa Shalett, our Wealth Management CIO, and Andrew Sheets, our Head of Corporate Credit Research, discuss whether the era of “American Exceptionalism” is ending and how investors should prepare for a global market rebalancing.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. Lisa Shalett: And I'm Lisa Shalett,

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00:04:50

A Good Time to Buy the Dip?

Thoughts on the Market ·

2025/07/29

AI adoption, dollar weakness and tax savings from the Big Beautiful Bill are some of the factors boosting our CIO and Chief U.S. Equity Strategist Mike Wilson’s confidence in U.S. stocks. 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 will discuss what's driving my optimism on stocks. It's Tuesday, July 29th at 11:30am in New York. So,

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435 results

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