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
Mike Wilson: Are Markets Putting Stock in Trade?
June 24, 2019 20:41 - 3 minutes - 3.13 MBWith corporate confidence softening, could movement on U.S.-China trade at the G20 be the catalyst for growth in the second half of the year? Chief Investment Officer Mike Wilson has analysis.
Andrew Sheets: Let’s Say the Fed Cuts Rates in July…
June 21, 2019 19:30 - 3 minutes - 3.44 MBMorgan Stanley's economics team now expects the Fed to cut interest rates by half a percent possibly as soon as July. On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets examines how markets could react.
Michael Zezas: Three Possible Trade Paths from the G20
June 19, 2019 19:19 - 2 minutes - 2.71 MBOn today’s podcast, Head of U.S. Public Policy strategy Michael Zezas says three likely U.S.-China trade scenarios will come out of the G20. But a tariff pause might be the trickiest for investors.
Mike Wilson: How Confident Are U.S. Businesses in the Economy?
June 17, 2019 21:19 - 3 minutes - 3.07 MBOn today’s episode, Chief Investment Officer Mike Wilson shares a readout on the firm’s proprietary Business Conditions Index. Are the data softening more than investors realize?
Andrew Sheets: The Dangers of Cheering for Weaker Data
June 14, 2019 19:18 - 3 minutes - 3.23 MBOn today’s podcast, Chief Cross-asset Strategist Andrew Sheets provides a bit of historical perspective on the logic of rooting for weaker data and lower interest rates.
Michael Zezas: Why ‘Slowbalization’ May Be Feeding Trade Tensions
June 12, 2019 19:33 - 3 minutes - 2.95 MBHead of U.S. Public Policy Michael Zezas says that independent of current trade concerns, the trend toward globalized supply chains is fading, as companies respond both to political and market incentives.
Mike Wilson: Why Trade Tensions Are Only Part of the Story
June 10, 2019 21:03 - 3 minutes - 3.16 MBInvestors and media have been hyper-focused on trade and Fed policymaking. But according to Chief Investment Officer Mike Wilson, some key economic data points are the real story to watch.
Andrew Sheets: For Markets, Signs, Signs, Everywhere Signs
June 07, 2019 21:25 - 3 minutes - 3.2 MBOn today’s podcast, Chief Cross-asset Strategist Andrew Sheets says that while discussion of a Fed rate cut may have helped markets rebound, several longer-term signals are troubling.
Michael Zezas: U.S.-Mexico Trade Adds to Recession Risks
June 05, 2019 14:00 - 2 minutes - 1.83 MBOn today’s episode, Head of U.S. Public Policy Michael Zezas says further escalation of trade tensions could come with a cost. Are the risks of a global recession increasing?
Mike Wilson: U.S. Equities: How Much Correction is Ahead?
June 03, 2019 14:00 - 3 minutes - 3.32 MBOn today’s TOTM, Chief Investment Officer Mike Wilson says trade tensions may be rattling markets, but the fundamentals are the real culprit behind the correction. So where are equities headed next?
Andrew Sheets: Fed to the Rescue? Maybe Not.
May 31, 2019 14:00 - 3 minutes - 3.32 MBOn today’s podcast, Chief Cross Asset Strategist Andrew Sheets examines the notion that the Fed stands willing and able to reduce interest rates and support markets.
Michael Zezas: U.S.-China Trade and “The Prisoner’s Dilemma”
May 29, 2019 14:00 - 2 minutes - 2.07 MBOn today’s episode, Head of U.S. Public Policy Michael Zezas explains why a key principle of game theory could help investors navigate markets amid rising trade tensions.
Mike Wilson: Are U.S. Economic Indicators Flashing Yellow?
May 27, 2019 14:00 - 3 minutes - 3.17 MBOn today’s podcast, Chief Investment Officer Mike Wilson says although some investors may assume recent equities volatility is based on trade worries, some key data points may be the real culprit.
Thoughts On The Market Podcast Trailer
May 26, 2019 14:42 - 36 seconds - 573 KBA quick preview of what you'll hear on the Thoughts On The Market podcast, which features short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.