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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

00:06:57

The Hidden Toll of Tariffs

Thoughts on the Market ·

2026/04/23

Our Global Chief Economist and Head of Macro Research Seth Carpenter asks Mayank Phadke, a member of his team, to give up an update on tariffs and their real cost to the U.S. economy.Read more insights from Morgan Stanley. ----- Transcript ----- Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist and Head of Macro Research. And I'm joined by Mayank Phadke, a member of my global economics team. And today we're going to talk about

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00:07:19

U.S. Midterms: What Investors Should Watch

Thoughts on the Market ·

2026/04/22

Although the conflict in Iran keeps dominating the news cycle, investors have an eye on the upcoming U.S. midterm elections. Our Deputy Global Head of Research Michael Zezas and Head of Public Policy Research Ariana Salvatore consider policy implications – from healthcare and consumer to AI.Read more insights from Morgan Stanley. ----- Transcript ----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Deputy Global Head of Research for Morgan Stanley. Ariana Salvatore:

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00:09:40

Warnings and Winners From the IMF Meetings

Thoughts on the Market ·

2026/04/21

Back from the IMF Spring Meetings in Washington, Simon Waever and Seth Carpenter unpack what policy makers and investors could be underpricing: the growth hit from higher energy costs, the risk of too much tightening by central banks and why emerging markets still look resilient.Read more insights from Morgan Stanley. ----- Transcript ----- Simon Waever: Welcome to Thoughts on the Market. I'm Simon Waever, Morgan Stanley's Global Head of Emerging Markets Sovereign Credit and LatAm Fixed

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00:05:05

Where Investment Themes Intersect and Beat Markets

Thoughts on the Market ·

2026/04/20

Our Global Head of Thematic and Sustainability Research Stephen Byrd unpacks how major investment themes for 2026 are increasingly interconnected, generating gains for investors. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Stephen Byrd, Morgan Stanley’s Global Head of Thematic and Sustainability Research. Today – how our 10 big thematic predictions are playing out and driving global markets. It’s Monday, April 20th at 11:30am in

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00:04:21

The Real Drivers of GLP-1 Growth

Thoughts on the Market ·

2026/04/17

Our Head of U.S. Pharma and Biotech Terence Flynn discusses how the rapid pace of adoption of weight management treatments could have far-reaching implications across healthcare, consumer behavior and global markets. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Terence Flynn, Morgan Stanley’s Head of U.S. Pharma and Biotech Research. Today: the next phase of growth in obesity medicines – the GLP-1 unlock. It’s Friday, April 17th, at

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00:03:55

Markets Eye Hungary’s Political Shift

Thoughts on the Market ·

2026/04/16

Our Global Head of Fixed Income Research Andrew Sheets breaks down how Péter Magyar’s win in Hungary’s election could smooth relations with the EU and lower the risk premium in the country’s assets.Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley. Today on the program, how we’re thinking about the market implications of a recent election. It’s Thursday, April 16th

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00:12:22

Economic Roundtable: Structural Fallouts From the...

Thoughts on the Market ·

2026/04/15

Our Global Chief Economist Seth Carpenter concludes the two-part discussion with chief regional economists Michael Gapen, Jens Eisenschmidt and Chetan Ahya on the second order effects of the energy shock from tensions in the Middle East.Read more insights from Morgan Stanley. ----- Transcript ----- Seth Carpenter: Welcome to Thoughts in the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist and Head of Macro Research. And once again, I am joined by Morgan Stanley's chief

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00:13:13

Economic Roundtable: Energy Shock & Central Banks’...

Thoughts on the Market ·

2026/04/14

In this first of a two-part discussion, our Global Chief Economist Seth Carpenter leads a discussion with chief regional economists Michael Gapen, Jens Eisenschmidt and Chetan Ahya on impacts of the conflict in Iran and how central banks are responding.Read more insights from Morgan Stanley. ----- Transcript ----- Seth Carpenter: Welcome to Thoughts in the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist and Head of Macro Research. And today we're going to kick off our

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00:05:11

Mounting Evidence of a Market Rebound

Thoughts on the Market ·

2026/04/13

Our CIO and Chief U.S. Equity Strategist Mike Wilson shares his perspective on why investors should position for a stock market recovery despite ongoing uncertainty. 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 equity investors – sometimes – need to look away from the headlines. It's Monday, April 13th at 11:30am in New

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00:04:20

Making Sense of Mixed Market Signals

Thoughts on the Market ·

2026/04/10

Despite a historic disruption to global energy markets, the stock market remains resilient. Our Global Head of Fixed Income Research Andrew Sheets suggests U.S. markets may offer a steady course in the near term.Read more insights from Morgan Stanley. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley. Today on the program: Trying to square conflicting market signals. It's Friday, April 10th

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00:04:17

U.S Consumer Spending Meets Caution

Thoughts on the Market ·

2026/04/09

Our U.S. Thematic and Equity Strategist Michelle Weaver breaks down the results of a new survey on U.S. consumer spending and confidence. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Michelle Weaver, Morgan Stanley’s U.S. Thematic and Equity Strategist. Today, we’re bringing you an update on the U.S. consumer as we try and understand the outlook for the economy. It’s Thursday, April 9, at 10 AM in New York. You’ve probably noticed

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00:10:09

U.S.-Iran Truce: What’s Next?

Thoughts on the Market ·

2026/04/08

While a tentative ceasefire in the Middle East holds, the Strait of Hormuz continues to be a sticking point in diplomatic efforts. Our Deputy Global Head of Research Michael Zezas and Head of Public Policy Research Ariana Salvatore walk through some scenarios that could play out.Read more insights from Morgan Stanley. ----- Transcript ----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Deputy Global Head of Research for Morgan Stanley. Ariana Salvatore: And I'm

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00:04:56

The Real Risks of Oil Price Spikes

Thoughts on the Market ·

2026/04/07

A supply-driven oil shock may start with inflation, but Morgan Stanley’s Senior Global Economist Rajeev Sibal discusses why investors need to understand the second-order hit to growth, policy and markets.Read more insights from Morgan Stanley. ----- Transcript ----- Rajeev Sibal: Welcome to Thoughts on the Market. I'm Rajeev Sibal, Senior Global Economist at Morgan Stanley. Today, economic risk from an oil shock isn't the price of oil itself – but really what happens next? It's

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00:05:05

Riding the Final Innings of the Market Correction

Thoughts on the Market ·

2026/04/06

Our CIO and Chief U.S. Equity Strategist Mike Wilson talks about risks in this late stage of the equity market pullback, how investors should position and what could come next. 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 what investors should be doing as we enter the final innings of this equity market correction. It's

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00:05:20

How the Oil Shock Is Reshaping Markets

Thoughts on the Market ·

2026/04/02

Our Chief Cross-Asset Strategist Serena Tang discusses why the closure of the Strait of Hormuz and its impact on oil prices could define the entire market cycle.Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Serena Tang, Morgan Stanley’s Chief Cross-Asset Strategist. Today: how the latest energy shock is rippling across every major asset class. It’s Thursday, April 2nd, at 10am in New York. Right now, the markets aren’t just

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00:12:50

Oil Markets Ahead: Pricing In More Risk

Thoughts on the Market ·

2026/04/01

As the Strait of Hormuz continues to be a chokepoint for oil, our Global Head of Fixed Income Research Andrew Sheets and our Head of Commodity Research Martijn Rats discuss possible outcomes for the interconnected market.Read more insights from Morgan Stanley. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley. Martijn Rats: I'm Martijn Rats, Head of Commodity Research at Morgan

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00:09:29

A New Test for Private Credit

Thoughts on the Market ·

2026/03/31

Our Chief Fixed Income Strategist Vishy Tirupattur and Morgan Stanley Investment Management’s Global Head of Private Credit & Equity David Miller discuss the recent pressure on the private credit market, potential risks and opportunities that remain in that space.Read more insights from Morgan Stanley. ----- Transcript ----- Vishy Tirupattur: Welcome to Thoughts on the Market. I'm Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist. David Miller: And I'm David Miller,

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00:04:44

A Bull Market May Be Closer Than It Looks

Thoughts on the Market ·

2026/03/30

The stock market has already discounted many disruptions, including geopolitics, oil and AI. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors are now focused on one thing: whether monetary policy stays too tight for too long. 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 the balance between the

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00:11:10

Inside Credit Market’s Issuance Boom and Private...

Thoughts on the Market ·

2026/03/27

Our Global Head of Fixed Income Andrew Sheets and Head of U.S. Credit Strategy Vishwas Patkar discuss what’s driving record debt issuance and growing worries about private credit.Read more insights from Morgan Stanley. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley. Vishwas Patkar: And I'm Vishwas Patkar, Head of U.S. Credit Strategy at Morgan Stanley. Andrew Sheets: And today on the

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00:11:32

Why Fed Rate Cuts Could Be Pushed Back

Thoughts on the Market ·

2026/03/26

Our Global Head of Macro Strategy Matthew Hornbach and our Chief U.S. Economist Michael Gapen discuss how oil prices, tariffs and inflation expectations are raising the bar for rate cuts by the Fed, and markets’ response to the new scenario. 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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