Thoughts on the Market
754 episodes - English - Latest episode: over 1 year ago - ★★★★★ - 998 ratingsShort, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
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Episodes
Michael Zezas: Mixed News from the U.S./China Meeting
November 23, 2022 18:06 - 2 minutes - 2.6 MBWhile the recent meeting between U.S. President Biden and China’s President Xi has signaled near term stability for the relationship between the two countries, investors will need to understand what this means for future economic disconnection. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Michael Zezas, Head of Global Thematic and Public Policy Research for Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about the...
U.S. Outlook: What Are The Key Debates for 2023?
November 22, 2022 21:56 - 10 minutes - 9.29 MBThe year ahead outlook is a process of collaboration between strategists and economists from across the firm, so what were analysts debating when thinking about 2023, and how were those debates resolved? Chief Cross-Asset Strategist Andrew Sheets and Head of Fixed Income Research Vishy Tirupattur discuss. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Morgan Stanley's Chief Cross Asset Strategist. Vishy Tirupattur: And I am Vishy Tiru...
Mike Wilson: When Will Market Volatility Subside?
November 21, 2022 21:55 - 3 minutes - 3.27 MBWhile the outlook for 2023 may seem relatively unexciting, investors will want to prepare for a volatile path to get there, and focus on some key inflection points. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer and Chief U.S. Equity Strategist for Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about the latest trends in the financial marketplace. It's Monday, November 21st, at ...
Robin Xing: China’s 20th Party Congress Commits to Growth
November 18, 2022 21:18 - 4 minutes - 3.83 MBAt the recent 20th Party Congress in China, policy makers made economic growth a top priority, but what are the roadblocks that may be of concern to global investors? ----- Transcript ----- Welcome to Thoughts on the Market. I'm Robin Xing, Morgan Stanley's Chief China Economist. Along with my colleagues, bringing you a variety of perspectives, today I will discuss the outlook for China after the 20th Party Congress. It's Friday, November 18th, at 8 a.m. in Hong Kong. China's Co...
U.S. Housing: How Far Will the Market Fall?
November 17, 2022 22:00 - 7 minutes - 6.66 MBWith risks to both home sales and home prices continuing to challenge the housing market, investors will want to know what is keeping the U.S. housing market from a sharp fall mirroring the great financial crisis? Co-heads of U.S. Securitized Products Research Jim Egan and Jay Bacow discuss. ----- Transcript ----- Jim Egan: Welcome to Thoughts on the Market. I'm Jim Egan, Co-head of U.S. Securitized Products Research here at Morgan Stanley. Jay Bacow: And I'm Jay Bacow, the othe...
2023 Global Strategy Outlook: Big Shifts in Dynamics
November 17, 2022 00:15 - 9 minutes - 9.16 MBIn looking ahead to 2023, the big dynamics of this year are poised to shift and investors will want to look for safety amidst the coming uncertainty. Chief Cross Asset Strategist Andrew Sheets and Global Chief Economist Seth Carpenter discuss. ----- Transcript ----- Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's global chief economist. Andrew Sheets: And I'm Andrew Sheets, Morgan Stanley's chief cross-asset strategist. Seth Carpenter: A...
2023 Global Macro Outlook: A Different Kind of Year
November 16, 2022 00:57 - 11 minutes - 10.4 MBAs we look ahead to 2023, we see a divergence away from the trends of 2022 in key areas across growth, inflation, and central bank policy. Chief Cross Asset Strategist Andrew Sheets and Global Chief Economist Seth Carpenter discuss. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Morgan Stanley's chief cross-asset strategist. Seth Carpenter: And I'm Seth Carpenter, Morgan Stanley's global chief economist. Andrew Sheets: And on the sp...
Mike Wilson: Dealing With the Late Cycle Stage
November 14, 2022 22:59 - 4 minutes - 3.98 MBAs we transition away from our fire and ice narrative and into the late cycle stage, investors will want to change up their strategies as we finish one cycle and begin another. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, chief investment officer and chief U.S. equity strategist for Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about the latest trends in the financial marketplace. It's Monday, Novemb...
Global Tech: What’s Next for EdTech?
November 11, 2022 17:00 - 5 minutes - 4.67 MBEducation technology, or EdTech, saw significant adoption during the COVID-19 pandemic, yet opportunity remains in this still young industry if one looks long-term. Head of Products for European Equity Research Paul Walsh and Head of the European Internet Services Team Miriam Josiah discuss. ----- Transcript ----- Paul Walsh:] Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's Head of Products for European Equity Research. Miriam Josiah: And I'm Miriam Josiah, H...
Michael Zezas: The Midterm Elections’ Market Impact
November 10, 2022 21:44 - 2 minutes - 1.97 MBIt’s almost two full days after the midterm elections in the U.S. and while we still don’t know the outcome, markets may know enough to forecast its impact. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Michael Jesus, Head of Global Thematic and Public Policy Research for Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about the intersection between public policy and financial markets. It's Thursday, November 10th, ...
Stephan Kessler: What Does the Future Hold for ESG Investing?
November 09, 2022 21:04 - 3 minutes - 3.2 MBCritics of sustainable investing have said that Environmental, Social, and Governance strategies require investors to sacrifice long-term returns, but is this really the case? ----- Transcript ----- Welcome to Thoughts on the Market. I'm Stephan Kessler, Morgan Stanley's Global Head of Quantitative Investment Strategies. Along with my colleagues bringing you a variety of perspectives, today I'll discuss the value of a quantitative approach to low carbon investing. It's Wednesday, ...
U.S. Media: Will Streaming Overtake Traditional Cable?
November 08, 2022 22:35 - 6 minutes - 5.83 MBIncreasingly, consumers are moving from traditional cable and satellite subscriptions to connected TV devices, so where do the advertisers go from here? U.S. Media Analyst Ben Swinburne and U.S. Internet Analyst Brian Nowak discuss. ----- Transcript ----- Ben Swinburne: Welcome to Thoughts on the Market. I'm Ben Swinburne, Morgan Stanley's U.S. Media Analyst. Brian Nowak: And I'm Brian Nowak, Morgan Stanley's U.S. Internet Analyst. Ben Swinburne: On this special episode of the...
Mike Wilson: Is the U.S. Equity Rally Over?
November 07, 2022 20:41 - 3 minutes - 3.63 MBWith the Fed continuing to focus on inflation and the upcoming midterm elections suggesting market volatility, investors may be wondering, is the U.S. equity market rally really over? ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer and Chief U.S. Equity Strategist for Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about the latest trends in the financial marketplace. It's Monday,...
Andrew Sheets: A Swing Towards Bonds?
November 04, 2022 18:03 - 3 minutes - 2.78 MBAs prices for bonds go down and yields go up, investors may be asking why the price is so low, and what this shift may do to the broader market and asset allocation. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cross-Asset Strategist for Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about trends across the global investment landscape and how we put those ideas together. It's Friday, November ...
Labor: Are People Returning to Work?
November 03, 2022 22:02 - 4 minutes - 4.54 MBAs developed markets heal from the pandemic, labor force participation has recovered in some areas faster than others, so how will a return to work impact the broader economy in places like the U.K. and the U.S.? U.S. Economist Julian Richers and European Economist Markus Guetschow discuss. ----- Transcript ----- Julian Richers: Welcome to Thoughts on the Market. I'm Julian Richers from the Morgan Stanley U.S. Economics Team. Markus Guetschow: And I'm Markus Guetschow from the E...
Michael Zezas: Preparing for an Uncertain Election
November 02, 2022 20:56 - 3 minutes - 2.99 MBThis coming Tuesday is the midterm election in the U.S., so what should investors watch out for as the results roll in? And which outcomes might influence market moves? ----- Transcript ----- Welcome to Thoughts on the Market. I'm Michael Zezas, Head of Global Thematic and Public Policy Research for Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about the intersection between public policy and financial markets. It's Wednesday, No...
Private Markets: Uncertainty in the Golden Age
November 01, 2022 21:28 - 6 minutes - 6.23 MBOver the last decade private markets have outperformed versus public markets, but given the recent public market volatility, will private markets continue to attract investors? Head of Brokers, Asset Managers, and the Exchanges Team Mike Cyprys and Head of European Asset Managers, Exchanges, and Diversified Financials Research Bruce Hamilton discuss. ----- Transcript ----- Mike Cyprys: Welcome to Thoughts on the Market. I'm Mike Cyprys, Morgan Stanley's Head of Brokers, Asset Mana...
Mike Wilson: Has the Fed Gone Far Enough?
October 31, 2022 20:36 - 4 minutes - 3.9 MBDespite companies beginning to report earnings misses and poor stock performance, the S&P 500 is on the rise, leading many to wonder how the Fed will react to this new data in their coming meeting. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer and Chief U.S. Equity Strategist for Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about the latest trends in the financial marketplace...
U.K. Economy: Volatility's Impact Across Markets
October 28, 2022 21:20 - 9 minutes - 8.45 MBAs the U.K. grapples with structural, political, and economic issues, how are markets affected across assets, and what stories may look better for investors than others? Chief Cross-Asset Strategist Andrew Sheets and U.K. Economist Bruna Skarica discuss. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Morgan stanley's Chief Cross-Asset Strategist. Bruna Skarica: And I'm Bruna Skarica, Morgan Stanley's U.K. Economist. Andrew Sheets: A...
U.K. Economy: All Eyes on the U.K.
October 27, 2022 23:12 - 8 minutes - 7.37 MBAs the U.K. deals with a bout of market volatility, political transitions, and sticky inflation, how will policy makers and the Bank of England respond, and where might the U.K. economy be headed from here? Chief Cross-Asset Strategist Andrew Sheets and U.K. Economist Bruna Skarica discuss. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Morgan Stanley's Chief Cross-Asset Strategist. Bruna Skarica: And I'm Bruna Skarica, Morgan Stanley...
Seth Carpenter: The Next Steps for the Bank of England
October 26, 2022 19:44 - 3 minutes - 3.28 MBAs the U.K. attempts stabilize its debt to GDP ratio, as well as curb inflation, the question becomes, to what extent will the Bank of England continue to tighten monetary policy? ----- Transcript ----- Welcome to Thoughts on the Market. I'm Seth Carpenter, Global Chief Economist for Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about recent developments in the U.K. and what the implications might be for other economies. It's Wed...
Michael Zezas: Policy Pressure from the U.S. to China
October 25, 2022 20:34 - 2 minutes - 2.27 MBThe Biden administration recently imposed new trade restrictions on exports to China, but what sectors will be impacted and will we continue to see more policy pressure from the U.S. to China? ----- Transcript ----- Welcome to Thoughts on the market. I'm Michael Zezas, Head of Global Thematic and Public Policy Research for Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about the intersection between U.S. public policy and financia...
Mike Wilson: What is Causing the Market Rally?
October 24, 2022 21:36 - 3 minutes - 3.06 MBAs equities enjoy their best week since the summer highs in June, investors seem at the mercy of powerful market trends, so when might these trends take a turn to the downside? ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer and Chief U.S. Equity Strategist for Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about the latest trends in the financial marketplace. It's Monday, Octobe...
Andrew Sheets: The U.K.’s Struggle to Bring Down Inflation
October 21, 2022 19:40 - 3 minutes - 3.01 MBThe U.K.’s economy continues to face a host of challenges, including high inflation and a weak currency, and while these problems are not insurmountable, they may weigh significantly on the economic outlook. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cross-Asset Strategist for Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about trends across the global investment landscape and how we put th...
Graham Secker: Do European Earnings Have Further to Fall?
October 20, 2022 20:58 - 4 minutes - 3.78 MBWhile European earnings have been remarkably resilient this year, and consensus estimates for earnings and corporate margins remain high, there may be reason to believe there’s further yet to fall. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Graham Secker, Head of Morgan Stanley's European Equity Strategy Team. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about the outlook for European earnings for the upcoming third quarter ...
ESG: How will Evolving Regulations Affect Investment?
October 19, 2022 20:29 - 6 minutes - 5.69 MBAs the EU puts new regulations on sustainability funds, how will categorization of these funds be impacted, and how might that change investment strategies? Head of Global Thematic and Public Policy Research Michael Zezas and Head of Fixed Income and ESG Research Carolyn Campbell discuss. ----- Transcript ----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Head of Global Thematic and Public Policy Research. Carolyn Campbell: And I'm Caroly...
Matthew Hornbach: Why U.S. Public Debt Matters
October 18, 2022 19:59 - 3 minutes - 3.08 MBAs U.S. Public Debt continues to break records, should investors be concerned by the amount debt has risen? Or are there other, more influential factors at play? ----- Transcript ----- Welcome to Thoughts on the Market. I'm Matthew Hornbach, Morgan Stanley's Global Head of Macro Strategy. Along with my colleagues, bringing you a variety of perspectives, today I'll be talking about how macro investors may want to view rising U.S. public debt. It's Tuesday, October 18th, at 10 a.m. ...
Mike Wilson: Will Bond Markets Follow the Fed?
October 17, 2022 20:55 - 3 minutes - 3.1 MBLast week's September inflation data brought a subsequent rally in stocks, but can this rally hold while the bond market continues to follow the Fed? ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Chief investment Officer and Chief U.S. Equity Strategist for Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about the latest trends in the financial marketplace. It's Monday, October 17th, at 1 p.m. in New Yo...
Andrew Sheets: Overseas, Currency Matters
October 14, 2022 18:38 - 3 minutes - 3.6 MBWhen investing in overseas markets, 'hedging' one's investment not only offers potential protection from the fluctuations of the local currency but potentially may also lead to higher returns. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cross Asset Strategist for Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about trends across the global investment landscape and how we put those ideas toget...
ESG: A New Framework for Utilities
October 13, 2022 20:13 - 5 minutes - 4.95 MBIncreasing ESG pervasiveness has led to increasing confusion, in particular around how investors might apply these criteria to the utility sector. Head of Sustainability Research and Clean Energy Stephen Byrd and Equity Analyst for the Power and Utilities Industry Dave Arcaro discuss. ----- Transcript ----- Stephen Byrd Welcome to Thoughts on the Market. I'm Stephen Byrd, Morgan Stanley's Global Head of Sustainability Research and Clean Energy. Dave Arcaro And I'm Dave Arcaro, E...
U.S. Economy: Is Inventory Outpacing Sales?
October 12, 2022 21:23 - 4 minutes - 4.01 MBAs consumption of goods slows post COVID, companies are experiencing a build up in inventory that could have far reaching implications. Head of Global Thematic and Public Policy Research Michael Zezas and U.S. Equity Strategist Michelle Weaver discuss. ----- Transcript ----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Head of Global Thematic and Public Policy Research. Michelle Weaver: And I'm Michelle Weaver from the U.S. Equity Strateg...
Seth Carpenter: The Political Economy
October 11, 2022 19:42 - 4 minutes - 4.4 MBAll over the world elections are taking place that will have profound effects on both local and global economies, so where are policy moves being made and how might investors use these moves to anticipate economic shifts? ----- Transcript ----- Welcome to Thoughts on the Market. I'm Seth Carpenter, Global Chief Economist for Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about political economy and how elections have consequences...
Mike Wilson: Earnings Begin to Guide Lower
October 10, 2022 21:26 - 3 minutes - 3.5 MBLast week stocks rallied quickly but dropped just as fast as markets continue to hope for a more dovish Fed, but will this 2-way risk continue as evidence for a drop in earnings continues to accumulate? ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer and Chief U.S. Equity Strategist for Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about the latest trends in the financial marke...
Chetan Ahya: When Will China’s Economy Reopen?
October 07, 2022 19:31 - 3 minutes - 2.8 MBWhile China’s policy objectives strive for common prosperity, the country’s strict COVID management poses risks to employment and income, so when might Chinese policymakers start to reopen and recover? ----- Transcript ----- Welcome to Thoughts on the Market. I'm Chetan Ahya, Chief Asia Economist at Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, today I'll be focusing on the expected reopening of China's economy. It's Friday, October 7th, at 8:30...
U.S. Housing: Are Home Prices Decelerating?
October 06, 2022 21:25 - 6 minutes - 6.3 MBAs month over month data begins to show a downturn in home prices, will overall price growth and sales begin to fall steeper than expected? Co-Heads of U.S. Securitized Products Research Jim Egan and Jay Bacow discuss. ----- Transcript ----- Jim Egan: Welcome to Thoughts on the Market. I'm Jim Egan, Co-head of U.S. Securitized Products Research here at Morgan Stanley. Jay Bacow: And I'm Jay Bacow, the other Co-head of U.S. Securitized Products Research. Jim Egan: And on this ...
Michael Zezas: Shifting Global Supply Chains
October 05, 2022 18:47 - 2 minutes - 2.52 MBAs globalization slows and companies begin to nearshore their supply chains, investors may be wondering what the costs and benefits are of bringing manufacturing back home. Important note regarding economic sanctions. This research references country/ies which are generally the subject of comprehensive or selective sanctions programs administered or enforced by the U.S. Department of the Treasury’s Office of Foreign Assets Control (“OFAC”), the European Union and/or by other countr...
Vishy Tirupattur: Can Corporate Credit Provide Shelter?
October 04, 2022 21:15 - 3 minutes - 3.59 MBWith investors becoming pervasively bearish on stocks and bonds in the face of a worsening growth outlook, can the U.S. investment grade credit market provide shelter from the storm? ----- Transcript ----- Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Global Director of Fixed Income Research. Along with my colleagues, bringing you a variety of perspectives, today I'll share why corporate credit markets may be a sheltering opportunity amid current turbu...
Mike Wilson: The Problem with the U.S. Dollar
October 03, 2022 20:04 - 4 minutes - 4.01 MBWith rates and currency markets experiencing increasing volatility, the state of global U.S. dollar supply has begun to force central bank moves, leaving the question of when and how the Fed may react up for debate. ----- Transcript ----- Welcome to Thoughts on the market. I'm Mike Wilson, Chief Investment Officer and Chief U.S. Equity Strategist for Morgan Stanley. Along with my colleagues bringing you a variety of perspectives, I'll be talking about the latest trends in the fina...
Global Macro: Intervention & Inflation
September 30, 2022 20:13 - 10 minutes - 9.38 MBAmidst increased volatility across credit, equity and FX markets, many investors this week are wondering, what is the path ahead for Fed intervention? Chief Cross Asset Strategist Andrew Sheets, Global Chief Economist Seth Carpenter and Head of Thematic and Public Policy Research Michael Zezas discuss. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts in the Market. I'm Andrew Sheets, Chief Cross Asset Strategist for Morgan Stanley. Seth Carpenter: And I'm Seth Carpenter...
Jonathan Garner: An Unusual Cycle for Asia and EM Equities
September 29, 2022 18:54 - 3 minutes - 3.07 MBAsia and EM equities are on the verge of the longest bear market in their history, so what is the likelihood that a sharp fall in prices follows soon after? ----- Transcript ----- Welcome to Thoughts on the Market. I'm Jonathan Garner, Chief Asia and Emerging Market Equity Strategist at Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, today I'll be discussing the ongoing bear market in Asia and Emerging Market equities. It's Thursday, September the...
Ellen Zentner: The Narrowing Path for a Soft Landing
September 28, 2022 17:52 - 4 minutes - 3.82 MBAs the Fed continues to increase their peak rate of interest, the path for a soft landing narrows, so what deflationary indicators need to show up in the real economy to take the pressure off of policy tightening? ----- Transcript ----- Welcome to Thoughts on the Market. I'm Ellen Zentner, Morgan Stanley's Chief U.S. Economist. Along with my colleagues, bringing you a variety of perspectives, today I'll discuss the narrowing path for a soft landing for the U.S. economy. It's Wedne...
Martijn Rats: Will Oil Prices Continue to Fall?
September 27, 2022 19:23 - 3 minutes - 3.48 MBWhile the global oil market has seen a decrease in demand, supply issues are still prevalent, leaving investors to question where oil prices are headed next. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Martijn Rats, Morgan Stanley's Global Commodity Strategist. Along with my colleagues, bringing you a variety of perspectives, today I'll discuss the current state of the global oil market. It's Tuesday, September 27th, at 2 p.m. in London. U.S. consumers have no ...
Mike Wilson: A Sudden Drop for Stocks and Bonds
September 26, 2022 20:48 - 3 minutes - 3.52 MBAfter last week’s Fed meeting and another rate hike, both stocks and bonds dropped back to June lows. The question is, will this turn to the downside continue to accelerate? ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer and Chief U.S. Equity Strategist for Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about the latest trends in the financial marketplace. It's Monday, September...
U.S. Economy: The Fed Continues to Fight Inflation
September 23, 2022 21:11 - 7 minutes - 6.97 MBAfter another Fed meeting and another historically high rate hike, it’s clear that the Fed is committed to fighting inflation, but how and when will the real economy see the effects? Chief Cross-Asset Strategist Andrew Sheets and Global Chief Economist Seth Carpenter discuss. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cross-Asset Strategist for Morgan Stanley Research. Seth Carpenter: And I'm Seth Carpenter, Morgan Stanley's...
Thematic Investing: Moonshots
September 22, 2022 20:45 - 8 minutes - 7.68 MBWith high returns in mind, investors may be looking to get in on the ground floor with the next ambitious and disruptive technology, but how are these ‘moonshots’ identified and which ones could make a near-term impact? Head of Thematic Research in Europe Ed Stanley and Head of the Global Autos and Shared Mobility Team Adam Jonas discuss. ----- Transcript ----- Ed Stanley: Welcome to Thoughts on the Market. I'm Ed Stanley, Morgan Stanley's Head of Thematic Research based in London...
Michael Zezas: Why Isn’t Fed Hiking Impacting Inflation?
September 21, 2022 18:46 - 2 minutes - 2.56 MBThough the Fed continues to raise interest rates, inflation is still high year over year, so why haven’t rate hikes begun to bring inflation down yet? ----- Transcript ----- Welcome to Thoughts on the Market. I'm Michael Zezas, Head of Global Thematic and Public Policy Research for Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about the intersection between U.S. public policy and financial markets. It's Wednesday, September 21st ...
Robin Xing: Can China’s Economy Stabilize Global Growth?
September 20, 2022 20:12 - 4 minutes - 3.74 MBAs the global economic outlook turns toward a slowdown in growth, some investors may look to China for stability, but, when they do, what will they find? ----- Transcript ----- Welcome to Thoughts on the Market. I'm Robin Xing, Morgan Stanley's Chief China Economist. Along with my colleagues, bringing you a variety of perspectives, today I will discuss whether China can stabilize global growth amid recession fears. It's Tuesday, September 20th at 9 AM in Hong Kong. The global ec...
Seth Carpenter: Tracking the Coming Slowdown
September 19, 2022 20:36 - 4 minutes - 3.8 MBFrom Europe, to China, to the U.S., global economies are facing unique challenges as the brewing storm of recession risks seem to still indicate a slowdown ahead. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Seth Carpenter, Global Chief Economist for Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about the rising risks of global recession and what might be ahead. It's Thursday, September 22nd at 10 a.m. in New Yor...
Andrew Sheets: The Case for Credit
September 16, 2022 19:36 - 3 minutes - 2.82 MBWhile credit and equities have both suffered this year, economic conditions in the U.S. and Emerging Markets may lead to credit having a bit more stability in the coming months. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cross-Asset Strategist for Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about trends across the global investment landscape and how we put those ideas together. It's Frida...
U.S. Public Policy: The Impact of Student Loan Forgiveness
September 15, 2022 20:38 - 6 minutes - 6.07 MBThe White House recently announced a student loan forgiveness program, prompting questions about implementation, economic implications, and whether the program will have an impact on consumer spending. Sarah Wolfe of the U.S. Economics team and Arianna Salvatore of the U.S. Public Policy team discuss. ----- Transcript ----- Sarah Wolfe: Welcome to Thoughts on the Market. I'm Sarah Wolfe from Morgan Stanley's U.S. Economics Team. Ariana Salvatore: And I'm Ariana Salvatore from Mo...