Thoughts on the Market
1,164 episodes - English - Latest episode: 1 day ago - ★★★★★ - 1.2K 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
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...
Michael Zezas: Why the Midterm Elections Matter
September 14, 2022 18:57 - 2 minutes - 2.36 MBWith only 60 days to go until the U.S. midterm elections, investors will want to know how different outcomes could impact markets, both locally and globally. ----- 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, Septembe...
Daniel Blake: The Resilience of Japanese Equities
September 13, 2022 20:58 - 3 minutes - 3.51 MBAs various global markets contend with high inflation, recession risks, and monetary policy tightening, Japanese equities may provide some opportunities to diversify away from other developed markets. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Daniel Blake from Morgan Stanley's Asia and Emerging Markets Equity Strategy Team. Along with my colleagues, bringing you a variety of perspectives, today I'll discuss the resilience of Japanese equities in the face of an ...
Graham Secker: European Equities Face Earnings Concerns
September 12, 2022 20:03 - 3 minutes - 3.62 MBEven as the European equity market contends with inflation, a slowing economy and a climate of decreased earnings, there are positives to be found if you know where to look. -----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 equity markets for the remainder of this year. It's Monday, Septemb...
Andrew Sheets: The Complex U.K. Economy
September 09, 2022 20:56 - 3 minutes - 2.91 MBAs the world turns to the U.K., the country faces a host of domestic and international economic challenges, but there may yet be some bright spots for investors. -----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, September 9th ...
Matthew Hornbach: How Markets Price in Quantitative Tightening
September 08, 2022 20:11 - 4 minutes - 3.7 MBThe impact of quantitative monetary policies is hard to understand, for investors and academics alike, but why are these impacts so complex and how might investors better understand the market implications? -----Transcript----- Welcome to Thoughts on the Market. I'm Matthew Hornbach, Global Head of Macro Strategy for Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about global macro trends and how investors can interpret these tren...
U.S. Housing: Will Housing Prices Continue to Rise?
September 07, 2022 19:38 - 5 minutes - 5.22 MBWhile home price appreciation appears to be slowing, and a rapid increase in supply is hitting the market, how will housing prices fare through the rest of the year and into 2023? Co-Heads of U.S. Securitized Products Research Jay Bacow and Jim Egan 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. Securities Produc...
Mike Wilson: Preparing for an Icy Winter
September 06, 2022 22:17 - 4 minutes - 4.01 MBWhile interest rates have already weighed on asset markets this year and growth continues to slow, the Fed seems poised to continue on its tightening path, meaning investors may need to prepare for part two of our Fire and Ice narrative. -----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 late...
Andrew Sheets: The State of Play in Markets Globally
September 02, 2022 19:27 - 3 minutes - 3.15 MBThere has been a lot of market movement in recent months, so as we exit the summer, what are the market stories and valuations that investors should be aware of? -----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, September 2nd a...
Chetan Ahya: Why are Asia’s Exports Deflating?
September 01, 2022 20:20 - 4 minutes - 3.77 MBAs consumers around the globe scale back on goods spending, how are Asian export markets impacted and where might opportunities lie? -----Transcript----- Welcome to Thoughts on the Market. I'm Chetan Ahya, Morgan Stanly's Chief Asia Economist. Along with my colleagues, bringing you a variety of perspectives, today I'll be focusing on the challenging landscape for Asia's exports post-COVID. It's Thursday, September 1st, at 8:30 a.m. in Hong Kong. As listeners of the show are no d...
Serena Tang: Global Cross-Asset Risk Premiums
August 31, 2022 20:54 - 4 minutes - 3.95 MBWhile markets wrestle with high inflation and recession worries, investors will want to keep an eye on the rise in risk premiums and the outlook for long-run returns. -----Transcript----- Welcome to Thoughts on the Market. I'm Serena Tang, Morgan Stanley's Head of Cross-Asset Strategy for North America. Along with my colleagues, bringing you a variety of perspectives, today I'll focus on the current state of global cross-asset risk premiums. It's Wednesday, August 31st at 10 a.m. ...
Seth Carpenter: Is a Global Recession Upon Us?
August 30, 2022 20:39 - 3 minutes - 3.48 MBAmid global shocks across supply, commodities and the U.S. Dollar, central banks continue to fight hard against inflation, leading many to wonder if a global recession is imminent. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's chief global economist, along with my colleagues, bringing you a variety of perspectives. Today, I'll be revisiting a topic that's front and center: concerns about a global recession. It's Tuesday, August 30th...
Mike Wilson: The Increasing Risks to Earnings
August 29, 2022 21:04 - 4 minutes - 3.95 MBWith Fed messaging making it clear they’re not yet done fighting inflation, the market is left to contend with the recent rally and prepare to adjust growth expectations. -----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, August 29th, a...
Andrew Sheets: Is Cash an Efficient Asset Allocation?
August 26, 2022 19:01 - 2 minutes - 2.75 MBThough returns offered by cash have been historically bad over the last 10 years, the tide has begun to turn on cash yields and investors will want to take note. -----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, August 26, at ...
Martijn Rats: Rising Gas Prices and Shifting Oil Demand
August 25, 2022 19:47 - 3 minutes - 3.46 MBThis year has seen a sharp rally in the oil and gas markets, leading to high prices and a delicate balancing act for global supply and demand. Important note regarding economic sanctions. This research references country/ies which are generally the subject of 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 countries and multi-national bodies. Users of this r...
Jonathan Garner: What's Next for Asia and Emerging Markets?
August 24, 2022 21:36 - 4 minutes - 3.74 MBAs Asia and EM equities continue to experience what may end up being the longest bear market in the history of the asset class, looking to past bear markets may give investors some insight into when to come off the sidelines. -----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 whether we're nearing t...
U.S. Public Policy: The Inflation Reduction Act and Clean Energy
August 23, 2022 20:01 - 8 minutes - 7.53 MBThe Inflation Reduction Act represents the single biggest climate investment in U.S. history, so how will these provisions influence consumers' pocketbooks and the clean energy market? Head of Global Thematic and Public Policy Research Michael Zezas and Global Head of Sustainability Research Stephen Byrd 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. Stephen B...
Mike Wilson: Will the Bear Market Rebound Last?
August 22, 2022 20:02 - 4 minutes - 3.89 MBWhile stocks and bonds have rallied since June, investors should be asking if this bear market rebound is a sign that economic growth is on its way up, or if there are negative earning revisions yet to come. -----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 mar...
Simon Waever: Is an EM Debt Crisis Coming?
August 19, 2022 18:52 - 3 minutes - 3.19 MBIn the past two years Emerging Market sovereign debt has seen rising risks given increased borrowing, higher interest rates and a greater number of defaults, leading investors to wonder, are we heading towards an EM debt crisis? 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 Co...
U.S. Public Policy: Tax Provisions in the Inflation Reduction Act
August 18, 2022 21:11 - 4 minutes - 4.39 MBThe Inflation Reduction Act includes a variety of provisions regarding tax policy, so how will these policy changes affect corporations and what should investors be aware of? Head of Public Policy Research and Municipal Strategy Michael Zezas and Head of Global Valuation, Accounting, and Tax Todd Castagno discuss. -----Transcript----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Head of Public Policy Research and Municipal Strategy. Todd ...
Allocation, Pt. 2: The Value in Diversification
August 17, 2022 21:43 - 6 minutes - 5.68 MBWhile shifts in stock and bond correlation have increased the volatility of a 60:40 portfolio, investors may still find some balance in diversification. Chief Cross Asset Strategist Andrew Sheets and Chief Investment Officer for Wealth Management Lisa Shalett discuss. -----Transcript----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cross-Asset Strategist for Morgan Stanley Research. Lisa Shalett: And I'm Lisa Shalett, Chief Investment Officer for Mo...
Allocation, Pt. 1: Stock & Bond Correlation Shifts
August 16, 2022 22:54 - 9 minutes - 9.07 MBIn the current era of tighter Fed policy, the status quo of stock and bond correlation has changed, calling the foundational 60:40 portfolio into question. Chief Cross Asset Strategist Andrew Sheets and Chief Investment Officer for Wealth Management Lisa Shalett discuss. -----Transcript----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cross-Asset Strategist for Morgan Stanley Research. Lisa Shalett: And I'm Lisa Shalett, Chief Investment Officer for...
Ellen Zentner: Cooling Inflation and Shifting Labor Trends
August 15, 2022 20:42 - 4 minutes - 3.96 MBBased on July reports inflation may finally be cooling down, and the labor market remains strong, so how might this new data influence policy changes in the September FOMC meeting? -----Transcript----- Welcome to Thoughts on the Market. I'm Ellen Zentner, Chief U.S. Economist for Morgan Stanley Research. Along with my colleagues, bringing you a variety of perspectives, I'll be catching you up to speed on U.S. inflation, the labor market and our outlook for Fed policy. It's Monday,...
Consumer Spending: Have Consumers Begun to Trade Down?
August 12, 2022 22:07 - 5 minutes - 5.19 MBAs inflation persists, economic concerns such as recession rise, and consumer spending patterns begin to shift, is there any evidence to suggest consumers are already trading down to value and discount products? U.S. Softlines Analyst Kimberly Greenberger and Hardlines, Broadlines and Food Retail Analyst Simeon Gutman discuss. -----Transcript----- Kimberly Greenberger: Welcome to Thoughts on the Market. I'm Kimberly Greenberger, Morgan Stanley's U.S. Softlines Analyst. Simeon Gu...
Sheena Shah: When will Crypto Prices Find a Bottom?
August 11, 2022 21:09 - 3 minutes - 3.6 MBAs bitcoin has been experiencing a steep decline in the last 6 months, investors are beginning to wonder when Cryptocurrencies will finally bottom out and start the cycle anew. Digital assets, sometimes known as cryptocurrency, are a digital representation of a value that function as a medium of exchange, a unit of account, or a store of value, but generally do not have legal tender status. Digital assets have no intrinsic value and there is no investment underlying digital assets....
U.S. Public Policy: Will the Inflation Reduction Act Actually Reduce Inflation?
August 10, 2022 21:32 - 4 minutes - 4.4 MBThe Senate just passed the Inflation Reduction Act which seeks to fight inflation on a variety of fronts, but the most pressing question is, will the IRA actually impact inflation? -----Transcript----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Head of U.S. Public Policy Research and Municipal Strategy. Ellen Zentner: And I'm Ellen Zentner, Morgan Stanley's Chief U.S. Economist. Michael Zezas: And on this special episode of Thoughts o...
U.S. Housing: Will New Lending Standards Slow Housing Activity?
August 09, 2022 19:05 - 6 minutes - 6.02 MBAs lending standards tighten and banks get ready to make some tough choices, how will the housing market fare if loan growth slows? Co-Heads of U.S. Securitized Products Research Jim Egan and Jay Bacow discuss. -----Transcript----- Jay Bacow: Welcome to Thoughts on the Market. I'm Jay Bacow, Co-Head of U.S. Securitized Products Research here at Morgan Stanley. Jim Egan: And I'm Jim Egan, the other Co-Head of U.S. Securitized Products Research. Jay Bacow: And on this episode of...
Josh Pokrzywinski: Deflationary Opportunities
August 08, 2022 20:35 - 3 minutes - 3.66 MBWhile inflation remains high and the battle to bring it down is top of mind, there may be some opportunities in technologies that could help bring down inflation in some sectors. -----Transcript----- Welcome to Thoughts on the Market. I'm Josh Pokrzywinski, Morgan Stanley's U.S. Electrical Equipment and Multi-Industry Analyst. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about deflationary opportunities in this high inflation environment. It's ...
Andrew Sheets: What Can We Learn from Market Prices?
August 06, 2022 07:54 - 3 minutes - 2.95 MBThe current market pricing can tell investors a lot about what the market believes is coming next, but the future is uncertain and investors may not always agree with market expectations. Chief Cross-Asset Strategist Andrew Sheets explains. --- 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...
Michael Zezas: The U.S. and China, a History of Competition
August 04, 2022 23:03 - 2 minutes - 2.48 MBAs investors watch to see if tensions between the U.S. and China will escalate, it’s important to understand the underlying competitive dynamic and how U.S. policy may have macro impacts. --- Transcript --- Welcome to Thoughts on the Market. I'm Michael Zezas, Head of Public pPolicy Research and Municipal Strategy 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 mark...
Matthew Hornbach: The Fed Pivot That Wasn’t Quite As It Seemed
August 03, 2022 23:46 - 3 minutes - 3.34 MBAfter the July FOMC meeting, markets took a quick dive and then made an immediate recovery, so what happened? -----Transcript----- Welcome to Thoughts on the Market. I'm Matthew Hornbach, Global Head of Macro Strategy for Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about global macro trends and how investors can interpret these trends for rates and currency markets. It's Wednesday, August 3rd, at 1 p.m. in New York. In the we...
Pharmaceuticals: The Global Obesity Challenge
August 03, 2022 00:14 - 7 minutes - 7.19 MBAs studies begin to show that obesity medications may save lives, will governments and insurances begin to consider them preventative primary care? And how might this create opportunity in pharmaceuticals? Head of European Pharmaceuticals Mark Purcell and Head of U.S. Pharmaceuticals Terence Flynn discuss. -----Transcript----- Mark Purcell: Welcome to Thoughts on the Market. I'm Mark Purcell, Head of Morgan Stanley's European Pharmaceuticals Team. Terence Flynn: And I'm Terence ...
Mike Wilson: Are Recession Risks Priced in?
August 01, 2022 21:34 - 4 minutes - 3.68 MBAs the Fed continues to surprise with large and fast interest rate increases, the market must decide, has the Fed done enough? Or is the recession already here? -----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, August 1st at 11 a.m. in ...
Andrew Sheets: Is 60:40 Diversification Broken?
July 29, 2022 18:12 - 4 minutes - 3.82 MBOne of the most common standards for investment diversification, the 60:40 portfolio, has faced challenges this year with significant losses and shifting correlations between stocks and bonds. Is this the end of 60:40 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 landsc...
Andrew Sheets: Big Moves From The Fed
July 28, 2022 19:05 - 3 minutes - 3.14 MBYesterday, the U.S. Federal Reserve raised interest rates by another 75 basis points. What is driving these above average rate hikes and what might the effect on markets be? -----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 Thursday, J...
Michael Zezas: Midterms Remain a Market Factor
July 27, 2022 20:09 - 2 minutes - 2.1 MBWhile midterm polls have shown a preference for republican candidates, this lead is narrowing as the election grows closer, and the full ramifications of this ever evolving race remain to be seen. -----Transcript----- Welcome the Thoughts on the Market. I'm Michael Zezas, Head of Public Policy Research and Municipal Strategy 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 fi...
Jorge Kuri: Buy Now, Pay Later in Latin America
July 26, 2022 21:49 - 3 minutes - 3.4 MBAs young, digitized consumers have popularized the “Buy Now, Pay Later” payment system across global markets, there may yet be related market opportunities in Latin America. -----Transcript----- Welcome to Thoughts on the Market. I'm Jorge Kuri, Morgan Stanley's Latin America Financials Analyst. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about the rise of Buy Now, Pay Later, or BNPL, in Latin America. It's Tuesday, July 26th, at 2 p.m. in New...
Mike Wilson: Is this the End of the Bear Market?
July 25, 2022 20:42 - 3 minutes - 3.33 MBAs markets grapple with pricing in inflation, central bank rate hikes, and slowing growth, can the recent S&P 500 rally help investors gauge what may happen next for equities? -----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, July 25th,...
Europe: Why is the ECB Increasing their Rate Hikes?
July 22, 2022 22:53 - 9 minutes - 8.9 MBThis week the European Central Bank surprised economists and investors alike with a higher than anticipated rate hike, so why this hike and what comes next? Chief Cross-Asset Strategist Andrew Sheets and Chief European Economist Jens Eisenschmidt discuss. -----Transcript----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cross-Asset Strategist for Morgan Stanley. Jens Eisenschmidt: And I'm Jens Eisenschmidt, Morgan Stanley's Chief Europe Economist. ...
Special Encore: Michelle Weaver - Checking On The Consumer
July 21, 2022 21:32 - 4 minutes - 3.92 MBOriginal Release on July 1st, 2022: As inflation continues to be a major concern for the U.S., investors will want to pay attention to how spending, travel and sentiment are changing for consumers. -----Transcript----- Welcome to Thoughts on the Market. I'm Michelle Weaver, a U.S. equity strategist for Morgan Stanley Research. Along with my colleagues, bringing you a variety of perspectives, I'll be sharing the pulse of the U.S. consumer right now amid elevated inflation and conce...
Special Episode: The Next Phase of ESG
July 20, 2022 22:36 - 8 minutes - 8.07 MBInterest in ESG investing has risen exponentially in recent years, leading to increased scrutiny around, and appreciation for, the hard data. Head of U.S. Public Policy Research and Municipal Strategy Michael Zezas and Head of the ESG Fixed Income Research Team Carolyn Campbell discuss. -----Transcript----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, head of U.S. Public Policy Research and Municipal Strategy. Carolyn Campbell: And I'm Carolyn Campbell, h...