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
Michelle Weaver: Beneficiaries of China’s Reopening
July 19, 2022 22:56 - 3 minutes - 2.95 MBAs U.S. Equities continue to face challenges this year, investors may want to look to a more positive story across the world—the reopening of China. -----Transcript----- Welcome to Thoughts on the Market. I'm Michelle Weaver, U.S. equity strategist for Morgan Stanley Research. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about China's reopening as COVID Zero policies evolve. It's Tuesday, July 19th, at 3 p.m. in New York. Recently, our China ...
Mike Wilson: Preparing for Potential Recession
July 18, 2022 19:40 - 3 minutes - 3.17 MBSome investors think a potential recession is already priced in but given defensive leadership, labor statistics and incoming Fed rate hikes, it may be too early to tell. ----- 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 18th, a...
Andrew Sheets: When Will High Inflation End?
July 15, 2022 20:12 - 3 minutes - 2.82 MBThis week brought yet another reading of inflation that exceeded expectations, but if markets and central banks are able to think long-term, there may be some hope on the horizon. ----- 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 ...
Special Encore: Global Equities - Are Value Stocks on the Rise?
July 14, 2022 20:09 - 8 minutes - 7.6 MBOriginal Release on July 1st, 2022: For the last decade investors have been focused on highflying growth stocks, but this investing environment may be the exception rather than the rule. Chief European Equity Strategist Graham Secker and Global Head of Quantitative Investment Strategies Research Stephan Kessler discuss. -----Transcript----- Graham Secker: Welcome to Thoughts on the Market. I'm Graham Secker, Morgan Stanley's Chief European Equity Strategist. Stephan Kessler: I a...
Michael Zezas: Renewed Motivation In Congress
July 13, 2022 19:00 - 2 minutes - 2.46 MBAfter the recent Supreme Court ruling against the Environmental Protection Agency, Democrats appear poised to respond with a budget reconciliation plan that could impact health care, clean energy, and corporate taxes. -----Transcript----- Welcome to 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...
Graham Secker: Will European Earnings Continue to Fall?
July 12, 2022 18:52 - 3 minutes - 3.61 MBAs Europe continues to curtail Russian gas imports, equity markets are preparing for further downturn in European economic growth, but there may be more risks yet to be priced in. 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...
Mike Wilson: U.S. Dollar Strength vs. Earnings Growth
July 11, 2022 20:56 - 3 minutes - 3.08 MBWhile stocks have recently rallied, the strength of the U.S. dollar has risen sharply over the past year, presenting a major potential headwind for equities in the coming earnings season. -----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 Monda...
Lauren Schenk: Consumer Spending and Online Dating
July 08, 2022 21:37 - 3 minutes - 3.07 MBAs investors in the internet industry have begun to wonder if online dating platforms will sink or swim in the case of a recession, looking back on the last recession may shed some light on a potential shelter from the storm. -----Transcript----- Welcome to Thoughts on the Market. I'm Lauren Schenk, Equity Analyst covering the small and mid-cap Internet Industry. Along with my colleagues, bringing you a variety of perspectives, I'll be giving some insight into consumer spending tr...
Michelle Weaver: Checking On The Consumer
July 07, 2022 22:57 - 4 minutes - 3.81 MBAs 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 concerns about recession. It's Thursday, ...
Michael Zezas: The Impact of Tariff Relief
July 06, 2022 21:07 - 2 minutes - 2.64 MBAs media reports indicate a possible tariff reduction on imports from China, some investors are wondering if this is signaling a return of modest trade barriers and unfettered investment between the U.S. and China. -----Transcript----- Welcome to 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. pub...
Special Encore: U.S. Housing - Breaking Records not Bubbles
July 05, 2022 19:03 - 5 minutes - 4.82 MBOriginal Release on June 16th, 2022: While many investors may be curious to know what other investors are thinking and feeling about markets, there’s a lot more to the calculation of investor sentiment than one might think. -----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 th...
Global Equities: Are Value Stocks on the Rise?
July 01, 2022 19:28 - 8 minutes - 7.49 MBFor the last decade investors have been focused on highflying growth stocks, but this investing environment may be the exception rather than the rule. Chief European Equity Strategist Graham Secker and Global Head of Quantitative Investment Strategies Research Stephan Kessler discuss. -----Transcript----- Graham Secker: Welcome to Thoughts on the Market. I'm Graham Secker, Morgan Stanley's Chief European Equity Strategist. Stephan Kessler: I am Stephan Kessler, Global Head of Qu...
Jonathan Garner: Why Japan Should Have Investors’ Attention
June 30, 2022 19:48 - 4 minutes - 3.91 MBAs the risks to international economic growth increase, global investors may find some good news in the Japanese equities market. -----Transcript----- Welcome to Thoughts on the Market. I'm Jonathan Garner, Morgan Stanley's Chief Asia and Emerging Markets Equity Strategist. Along with my colleagues, bringing you a variety of perspectives, today I'll be reflecting on a recent visit to Japan. It's Thursday, June the 30th, at 1 p.m. in London. I spent two weeks in Tokyo meeting wi...
Michael Zezas: Next Steps for the U.S. and China
June 29, 2022 19:21 - 3 minutes - 3.05 MBAs legislators try to manage the U.S. and China’s economic relationship, outbound investors will want to keep tabs on potential policy coming down the pipeline. -----Transcript----- Welcome to 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 financial markets. It's Wednesday, June...
U.S. Fixed Income: When will the Treasury Market Rally?
June 28, 2022 22:07 - 9 minutes - 8.79 MBAs the Fed continues with aggressive policy tightening, fixed income investors may be wondering if the bond market is accurately priced and when we might see it rally. Chief Cross-Asset Strategist Andrew Sheets and Director of Fixed Income Research Vishy Tirupattur discuss. -----Transcript----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cross-Asset Strategist for Morgan Stanley Research. Vishy Tirupattur: And I'm Vishy Tirupattur, Director of Fixe...
Mike Wilson: The Confounding Bear Market
June 27, 2022 23:00 - 3 minutes - 3.66 MBTalk of recession continues among investors and consumers alike, but last week saw a sharp rally in U.S. Equities. Is this just a blip or could U.S. equity markets rally further? ----- 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, June...
Special Encore: Andrew Sheets - How Useful is Investor Sentiment?
June 24, 2022 17:53 - 3 minutes - 2.91 MBOriginal Release on June 9th, 2022: While many investors may be curious to know what other investors are thinking and feeling about markets, there’s a lot more to the calculation of investor sentiment than one might think. -----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 h...
Seth Carpenter: A Stark Choice for the European Central Bank
June 23, 2022 22:45 - 3 minutes - 3.42 MBInflation has continued to surprise to the upside, causing global central banks to face a difficult choice; continue to raise rates at the risk of recession, or settle in for a long spell of elevated inflation. -----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 talking about the key challenges for central banks and particularly the Euro...
Michael Zezas: Evaluating Anti-Inflation Measures
June 22, 2022 19:59 - 2 minutes - 2.39 MBAs inflation remains top of mind from Wall Street to the White House, policy makers continue to propose possible actions to fight inflation, but will these proposals ever be enacted? -----Transcript----- Welcome to 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 financial markets...
Mike Wilson: The Increasing Risk of Recession
June 21, 2022 21:11 - 4 minutes - 3.71 MBAs price to earnings multiples fall and inflation continues to weigh on the economy, long term earnings estimates may still be too high as the risk of a recession rises. -----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 Tuesday, June 21st a...
Andrew Sheets: Balance Sheets Take a Back Seat
June 17, 2022 18:45 - 3 minutes - 2.9 MBWith so much going on in markets, some moves that may have been hot topics against a less chaotic backdrop, such as policy shifts towards shrinking central bank balance sheets, are hitting the back burner. -----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 ...
U.S. Housing: Breaking Records not Bubbles
June 16, 2022 21:27 - 5 minutes - 4.7 MBWith home prices hitting new highs and inventory hitting new lows, the differences between now and the last housing bubble may help ease investors' worries that the market is about to burst. 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. Securit...
Michael Zezas: Can the Muni Market Provide Shelter?
June 15, 2022 19:38 - 2 minutes - 2.29 MBWith concern high over inflation and tightening Fed policy, investors looking for practical solutions may want to take another look at the municipal bond market. -----Transcript----- Welcome to 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 financial markets. It's Wednesday, Jun...
Graham Secker: The High Cost of Capital
June 14, 2022 20:10 - 3 minutes - 3.6 MBAs central bank policy across the globe shifts from tight fiscal policy to tight monetary policy, the rising cost of capital will have long-term consequences for investors. -----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 rising cost of capital and its implications for European equities. It's Tuesday, June the...
Mike Wilson: The Decline in Consumer Sentiment
June 13, 2022 20:50 - 3 minutes - 3.63 MBWith consumer sentiment hitting an all time low due to inflation concerns, the question investors should be asking is, are these risks to the economy properly priced into the market? -----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, Jun...
Robert Rosener: The Continued Rise in Inflation
June 10, 2022 21:56 - 3 minutes - 3.12 MBAs inflation continues to rise beyond expectations, the Fed is set to meet next week, leaving markets to wonder if an acceleration in rate hikes might be in store this summer. -----Transcript----- Welcome to Thoughts on the Market. I'm Robert Rosner, Senior U.S. Economist for Morgan Stanley Research. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about this morning's inflation data and how that may impact Fed discussions at next week's FOMC meeti...
Andrew Sheets: How Useful is Investor Sentiment?
June 09, 2022 21:32 - 3 minutes - 2.8 MBWhile many investors may be curious to know what other investors are thinking about current and future market trends, there’s a lot more to the calculation of investor sentiment than one might think. -----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 t...
Seth Carpenter: Spiking Food Prices and the Global Economy
June 08, 2022 21:36 - 4 minutes - 3.67 MBUnder the combined stresses of dry weather, COVID, and the Russian invasion of Ukraine, agricultural prices are spiking, and many countries are scrambling to combat the consequences to the global economy. Morgan Stanley Chief Global Economist Seth Carpenter explains. -----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 talking about the su...
U.S. Politics: How the Midterms Could Affect Your Tax Rates
June 07, 2022 21:54 - 5 minutes - 4.87 MBAs some provisions of the Tax Cuts and Jobs Act start to kick in and others are set to expire, the future of U.S. tax rates may hinge on the results of the upcoming midterm elections. Head of U.S. 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, Head of U.S. Public Policy Research and Municipal Strategy for Mor...
Mike Wilson: Will Earnings Growth Reaccelerate?
June 06, 2022 21:36 - 3 minutes - 3.41 MBWhile markets look forward to an acceleration in earnings growth and a subsequent rise in valuations over the next year, there are risks to this outlook that investors may want to consider before abandoning a defensive position. -----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 ...
Special Encore: Mid-Year Economic Outlook - Slowing or Stopping?
June 03, 2022 15:26 - 10 minutes - 9.6 MBOriginal Release on May 17th, 2022: As we forecast the remainder of an already uncertain 2022, new questions have emerged around economic data, inflation and the potential for a recession. Chief Cross Asset Strategist Andrew Sheets and Chief Global 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 Chie...
Andrew Sheets: Are Central Banks Making a Mistake?
June 02, 2022 21:51 - 2 minutes - 2.51 MBIn the years since the Global Financial Crisis, central bank policy has been supportive and predictable. But as the economic backdrop changes, shifts in policy will come with risks and rewards. -----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 togethe...
U.S. Politics: Market Implications of the Midterm Election
June 01, 2022 21:54 - 7 minutes - 6.66 MBLooking back on the 2016 and 2020 elections, it is clear that elections can have a significant impact on the U.S. economic outlook. The question is whether the coming midterm elections have any meaningful implications. Head of U.S. Public Policy Research and Municipal Strategy Michael Zezas and Chief U.S. Economist Ellen Zentner discuss. -----Transcript----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Head of U.S. Public Policy Research and Municipal Strat...
Jonathan Garner: Keeping it Simple in Turbulent Times
May 31, 2022 19:20 - 2 minutes - 2.68 MBWhile there continues to be turbulence in many sectors, such as energy and food, some Asia and Emerging Markets may fare better than others through the second half of an already hectic 2022. -----Transcript----- Welcome to Thoughts on the Market. I'm Jonathan Garner, Morgan Stanley's Chief Asia and Emerging Markets Equity Strategist. Along with my colleagues bringing you a variety of perspectives, today I'll be talking about our mid-year outlook for Asia and Emerging Markets. It's...
Andrew Sheets: The Changing Story of Inflation
May 27, 2022 19:35 - 3 minutes - 3 MBSo far this year's economic story has been dominated by inflation and central bank policy, but as that landscape changes, is it time to shift focus back towards growth? -----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, May 27th ...
Matthew Hornbach: Will Treasury Yields Move Higher?
May 26, 2022 20:55 - 3 minutes - 2.98 MBWith growth slowing and the Fed focused on fighting inflation, investors should note that the outlook for government bonds depends on more than just central bank policy. -----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...
Asia: Supply Chain Woes, and Opportunities
May 25, 2022 21:46 - 7 minutes - 7.21 MBStress on supply chains has driven a slowdown in globalization, but there are also investment opportunities emerging, particularly in Asia. Head of Public Policy Research and Municipal Strategy Michael Zezas and Asia and Emerging Markets Equity Strategist Daniel Blake discuss. -----Transcript----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Head of Public Policy Research and Municipal Strategy for Morgan Stanley. Daniel Blake: And I'm Daniel Blake from M...
Sheena Shah: What is Causing the Crypto Downturn?
May 24, 2022 22:28 - 3 minutes - 3.59 MBSo far this year cryptocurrencies have been on a swift downturn, increasingly in line with equity market moves. What's behind this correlation? And what should investors watch out for next? 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 di...
Mike Wilson: 2022 Mid-Year Takeaways
May 23, 2022 22:16 - 3 minutes - 3.33 MBAs we enter the second half of 2022, the market is signaling a continued de-rating of equities, lingering challenges for consumers, and an increased bearishness among equity investors. -----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: Finding Order in Market Chaos
May 20, 2022 21:38 - 2 minutes - 2.73 MB2022 is off to a rocky start for markets, but there is an organization to this downturn that is unlike recent episodes of market weakness, meaning investors can use tried-and-true strategies to bring order to the chaos. -----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 ...
Mid-Year Outlook: European Energy & Growth Challenges
May 20, 2022 00:58 - 9 minutes - 8.8 MBWith rising prices already on the minds of investors and consumers, the outlook in Europe remains challenged across supply chains, inflation rates and energy markets. Chief European Economist Jens Eisenschmidt and Global Oil Strategist and Head of the European Energy Team Martijn Rats discuss. -----Transcript----- Jens Eisenschmidt: Welcome to Thoughts on the Market. I'm Jens Eisenschmidt, Morgan Stanley's Chief European Economist. Martijn Rats: And I'm Martijn Rats, Morgan Stan...
Global Politics: The Opportunity for Mexico
May 18, 2022 23:37 - 5 minutes - 5.31 MBAs we continue to track the trends of 'slowbalization' and the shift towards a multipolar world, Mexico stands out as an economy uniquely positioned to benefit from these changes. Head of Public Policy Research and Municipal Strategy Michael Zezas and Mexico Equity Strategist Nik Lippmann discuss. -----Transcript----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Head of Public Policy Research and Municipal Strategy for Morgan Stanley. Nik Lippmann: I'm Ni...
Mid-Year Economic Outlook: Slowing or Stopping?
May 18, 2022 00:22 - 10 minutes - 9.5 MBAs we forecast the remainder of an already uncertain 2022, new questions have emerged around economic data, inflation and the potential for a recession. Chief Cross Asset Strategist Andrew Sheets and Chief Global 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 Chief Global Economist. Andrew Sheets: A...
Graham Secker: The Mid-Year Outlook for European Markets
May 16, 2022 21:56 - 3 minutes - 3.57 MBThe mid-year outlook for European stocks sees markets encountering a variety of challenges to equity performance, but there may still be some interesting opportunities for investors. -----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 tricky outlook for European stocks for the second half of the year, and where w...
Todd Castagno: Should Shareholders Care About Stock-Based Compensation?
May 13, 2022 21:57 - 3 minutes - 2.96 MBStock-based employment compensation has gained popularity in recent years, and even investors who don’t receive employment compensation in stock should be asking, is SBC potentially dilutive to shareholders? -----Transcript----- Welcome to Thoughts on the Market. I'm Todd Castano, Head of Global Valuation, Accounting and Tax within Morgan Stanley Research. Along with my colleagues bringing you a variety of perspectives, I'll be talking about the interesting conundrum around stock ...
Andrew Ruben: Can eCommerce Sustain its Uptrend?
May 12, 2022 22:48 - 4 minutes - 3.97 MBAs consumers deal with rising interest rates, persistent inflation, and a desire to get outside in the ever changing COVID environment, the question is, what does this all mean for the future of eCommerce growth? -----Transcript----- Welcome to Thoughts on the Market. I'm Andrew Rubin, Morgan Stanley's Latin America Retail and eCommerce Analyst. Along with my colleagues bringing you a variety of perspectives, I'll be talking about the outlook for global e-commerce in the years ahe...
Special Encore: Transportation - Untangling the Supply Chain
May 11, 2022 20:04 - 9 minutes - 8.96 MBOriginal Release on April 26th, 2022: Global supply chains have been under stress from the pandemic, geopolitical tensions, and inflation, and the outlook for transportation in 2022 is a mixed bag so far. Chief U.S. Economist Ellen Zentner and Equity Analyst for North American Transportation Ravi Shanker discuss. -----Transcript----- Ellen Zentner: Welcome to Thoughts on the Market. I'm Ellen Zentner, Chief U.S. Economist for Morgan Stanley Research, Ravi Shanker: and I'm Ravi S...
Michael Zezas: Supply Chains and the Course for Inflation
May 10, 2022 22:22 - 3 minutes - 3.08 MBU.S. markets and the Federal Reserve have been grappling with high inflation this year, but could changes in global supply chains help make this problem easier? -----Transcript----- Welcome to 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 financial markets. It's Tuesday, May 10t...
Energy: European Power Prices Continue to Climb
May 09, 2022 23:08 - 7 minutes - 6.61 MBWhile the war in Ukraine has had an effect on the current pricing in European energy markets, there is more to the story of why high prices could persist for years to come. Chief Cross-Asset Strategist Andrew Sheets and Head of European Utilities and Clean Energy Research Rob Pulleyn discuss. -----Transcript----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Morgan Stanley's Chief Cross-Asset Strategist. Rob Pulleyn: And I'm Rob Pulleyn, Head of the Europe...
Andrew Sheets: Are Oil and Stock Prices Now Disconnected?
May 06, 2022 20:16 - 3 minutes - 2.82 MBWhile oil prices usually rise and fall with the overall stock market, current prices have broken from this trend and oil may continue to outperform on a cross-asset basis. -----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, May 6t...