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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.

Popular episodes

Andrew Sheets: For the Fed, Are Tapering and Raising Rates the Same Thing?

Dec 3 • 03:09

One of our most controversial calls for 2022, that the Fed won’t hike interest rates next year, faces renewed scrutiny amidst high inflation, signals on tapering, and today's employment report....

2022 Asia Equities Outlook: Key Debates

Dec 2 • 04:39

Chief Asia and Emerging Markets Strategist Jonathan Garner highlights the key debates around his team’s outlook on the region’s growth, policy changes and more in the coming year....

Michael Zezas: New Restrictions in Light of Omicron?

Dec 1 • 03:40

The Omicron variant of COVID-19 has investors concerned about potential new restrictions, but the onus lies most on state and local governments who, for now, are awaiting more information on infection rates and severity....

Special Episode: COVID-19 - Omicron Variant Causes Concern

Dec 1 • 09:22

Last week’s news of the Omicron variant of COVID-19 has raised questions about transmissibility, vaccine efficacy, and virus mortality. Where does this variant leave us in the fight against COVID-19 and how are markets reacting?...

Mike Wilson: Markets React to Omicron

Nov 29 • 03:01

With last week’s news of the Omicron variant of COVID-19, markets sold-off sharply on Friday, but beyond the headlines, there may be other underlying factors at play....

Michael Zezas: A Step Forward for Build Back Better

Nov 24 • 02:40

The Build Back Better Act took a key step towards becoming law last week, signaling implications for fiscal policy and taxation as the bill heads to the Senate....

Andrew Sheets: Twists and Turns In 2022

Nov 23 • 04:33

Our 500th episode! From all of us at Morgan Stanley, thanks to our listeners for all your support!...

Mike Wilson: 2022 Equity Outlook Feedback and Debates

Nov 22 • 04:00

With the release of our outlook for the coming year comes a cycle of feedback and debates from clients and investors. We look at those discussions around equity markets, valuations, and more in 2022....

2022 Global Economic Outlook: Debates and Uncertainties

Nov 19 • 09:54

Andrew Sheets continues his discussion with Chief Global Economist Seth Carpenter on Morgan Stanley’s more optimistic economic outlook for 2022, what’s misunderstood and where it could be wrong....

2022 Global Economic Outlook: Optimism in the New Year

Nov 18 • 09:55

Andrew Sheets speaks with Chief Global Economist Seth Carpenter on Morgan Stanley’s more optimistic economic outlook for 2022 and how consumer spending, labor, and inflation contribute to that story....

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