Thoughts on the Market
1,164 episodes - English - Latest episode: about 24 hours 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
Andrew Sheets: GDP, Inflation and a Possible Government Shutdown
September 26, 2023 20:10 - 3 minutes - 2.89 MBCorporate credit is likely to continue outperforming, even if downward revisions to GDP, sticky inflation data and a potential government shutdown could mean a less restrictive approach from the Fed. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Corporate Credit Research 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...
Mike Wilson: A Shift in Stock Personalities
September 25, 2023 21:22 - 4 minutes - 3.72 MBWith the economy late in its current cycle, early-cycle performers such as consumer and housing stocks are underperforming while energy and industrials should continue to outperform. ----- 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, S...
Andrew Sheets: The Rise of Corporate Bond Yields
September 22, 2023 20:44 - 3 minutes - 3 MBSeptember historically has been a big month for corporate bond issuance, but borrowing looks less attractive to companies due to the large rise in yields. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Corporate Credit Research 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...
US Economy: Stronger Growth in the U.S. Economy
September 21, 2023 19:21 - 6 minutes - 6.39 MBEven with the possibility of a fourth-quarter slowdown in consumer spending, positive data across the board suggests the U.S. economy is still on track for a soft landing. ----- Transcripts ----- Ellen Zentner: Welcome to Thoughts on the Market. I'm Ellen Zentner, Morgan Stanley's Chief U.S. Economist. Sarah Wolfe: And I'm Sarah Wolfe, also on Morgan Stanley's U.S. Economics Team. Sarah Wolfe: And today on the podcast, we'll be discussing our updated U.S. economic outlook for ...
Michael Zezas: China’s Evolving Economy
September 20, 2023 20:27 - 2 minutes - 2.68 MBA potential debt-deflation cycle in China could spell opportunity for U.S. Treasuries and Asia corporate bonds outside of China. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income and Thematic research for Morgan Stanley. Along with my colleagues bringing you a variety of perspectives, I'll be talking about the impact of China's economy on fixed income markets. It's Wednesday, September 20th, at 10 a.m. in New York. We spend ...
Kickstarting the U.S. Mining Industry
September 19, 2023 21:28 - 8 minutes - 7.92 MBA number of U.S. industries rely heavily on critical minerals that must be imported from other countries. Policymakers and business leaders are calling for investment and reshoring to manage that risk. U.S. Public Policy Research Team member Ariana Salvatore and Head of the Metals and Mining Team in North America Carlos De Alba discuss. ----- Transcript ----- Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore from our U.S. Public Policy Research Team. Carl...
Seth Carpenter: The ECB, The Fed and Oil Prices
September 18, 2023 21:15 - 4 minutes - 3.72 MBWhile the ECB followed headline inflation with raised policy rates yet again last week, the Fed meeting this week may be more focused on core inflation and a hiking pause. ----- 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, today I'll be talking about the debate around oil price effects on inflation and growth, and what it means for central banks. ...
Thematic Research: How AI Can Transform Travel Booking
September 15, 2023 21:25 - 8 minutes - 7.93 MBWith more companies using artificial intelligence to enhance their travel websites, AI could become the industry norm. ----- Transcript ----- Ed Stanley: Welcome to Thoughts on the Market. I'm Ed Stanley, Head of Thematic Research in Europe. And along with my colleagues bringing you a variety of perspectives, today we'll be taking deep dive into the ways A.I can revolutionize the travel and booking experience. It's Friday, September the 15th at 3 p.m. in London. Ed Stanley: A.I ...
Martijn Rats: Why Energy Sector is Attractive Once Again
September 14, 2023 21:21 - 3 minutes - 3.45 MBWith the global demand of oil reaching a new high, the spillover in performance is changing the fortune for energy equities and oil markets. ----- 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 recent changes in oil markets and why recently we turned bullish on energy equities once again. It's Thursday, September 14th at 2 p.m...
U.S Housing: The Impact of Raising Rates
September 13, 2023 19:00 - 5 minutes - 5.12 MBEven though mortgage rates are up 100 points since the beginning of 2023, home prices are likely to stay flat or increase due to tight housing supply. ----- 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 Products Research. Jim Egan: And on this episode of the podcast, we'll be discussing U.S. home prices. It's Wed...
Vishy Tirupattur: U.S. and China on Divergent Paths
September 12, 2023 22:32 - 3 minutes - 3.17 MBEconomic growth data from the summer has bolstered belief in a possible soft landing in the U.S., while China has experienced a faster-than-expected deterioration in the macro environment. ----- Transcript ----- Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist. Along with my colleagues bringing you a variety of perspectives, I'll be talking about our views on the markets as we head into the fall. It's Tuesday, September 12th ...
Global Economy: Fall Outlook for Rates and the Economy
September 11, 2023 22:13 - 9 minutes - 8.49 MBHeading into the end of the year, questions remain around Treasury yields and the neutral interest rate. ----- Transcript ----- Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Chief Global Economist. Guneet Dhingra: And I'm Guneet Dhingra, Morgan Stanley's Head of U.S. Trade Strategies. Seth Carpenter: And today on the podcast, we'll be discussing our updated economic and rates outlook for the rest of the year and into 2024. It's Monday,...
Andrew Sheets: A Murky Forecast for Equities and High-Yield Bonds
September 08, 2023 19:44 - 3 minutes - 2.75 MBBoth equities and high-yield bonds could benefit from an end to ratings hikes, but may still face risks from company earnings revisions, a potential U.S. government shutdown and other events on the horizon. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Corporate Credit Research at 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 ...
Stephen Byrd: Watch Out for El Niño
September 07, 2023 20:15 - 3 minutes - 3.46 MBA strong El Niño event in the coming months could have negative effects for food inflation, commodities markets and climate change. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Stephen Byrd, Morgan Stanley's Global Head of Sustainability Research. Along with my colleagues bringing you a variety of perspectives today, I'll discuss the global risks and impact from a potential El Niño event later this year. It's Thursday, September 7th at 10 a.m. in New York. Over ...
Michael Zezas: Congressional Return Raises Questions for Markets
September 06, 2023 21:02 - 2 minutes - 2.74 MBInvestors anticipate new legislation on tech regulation, AI and defense, amid speculation about a potential government shutdown. -----Transcription ----- Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income and Thematic Research for Morgan Stanley. Along with my colleagues bringing you a variety of perspectives, I'll be talking about Congress coming back in the session and its impact on markets. It's Wednesday, September 6th, at 10 a.m. in New York. ...
Mike Wilson: Are Stocks Beginning to Question Economic Resiliency?
September 05, 2023 21:42 - 3 minutes - 3.33 MBWhile valuations may be on the rise, fears around the resiliency of the economy could return and leave unguarded investors on uneven footing. ----- 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, September 5th at 10 a.m. in New York. So...
U.S. Consumer: How U.S. Consumers Are Shopping to Go Back to School
September 01, 2023 20:59 - 6 minutes - 6.39 MBAlthough back-to-school spending appears to be trending higher than in 2022, there are signs that U.S. consumers could feel pinched before the holiday season. ----- Transcript ----- Sarah Wolfe: Welcome to Thoughts on the Market. I'm Sarah Wolfe from Morgan Stanley's U.S. Economics Team. Simeon Gutman: And I'm Simeon Gutman, an Equity Analyst covering the U.S. Hard Lines, Broad Lines and Food Retail Industries. Sarah Wolfe: And on this special episode of the podcast, we'll foc...
Daniel Blake: Japan’s Surge in GDP Growth
August 31, 2023 22:36 - 3 minutes - 3.48 MBWhile recent news of a potential debt deflation loop in China’s equity market is causing concern for investors, Japan’s equity market resilience may bring optimism. ----- 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 Japanese equity market vis-a-vis China. It's Thursday, August 31st at 9 a.m. in Singap...
Energy: Are Europe’s Clean Energy Goals Realistic?
August 30, 2023 22:38 - 9 minutes - 8.62 MBAlthough Europe has been the global leader when it comes to greening its economy, recent challenges may be a cause for concern. ----- Transcript ----- Rob Pulleyn: Welcome to Thoughts on the Market. I'm Rob Pulleyn, Morgan Stanley's Head of Utilities of Clean Energy Research in Europe. Jens Eisenschmidt: And I'm Jens Eisenschmidt, Morgan Stanley's Chief Europe Economist. Rob Pulleyn: On this special episode of this podcast, we'll be discussing the future of Europe's energy tra...
Seth Carpenter: The Global Implications of China’s Deflation
August 29, 2023 20:25 - 3 minutes - 3.57 MBIf China economic woes become a true debt deflation cycle, it could export some of that disinflation to the global economy. ----- 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, today, I'll be talking about the global implications of China's economic slowdown. It's Tuesday, August 29th, at 10 a.m. in New York. China's economic woes continue to be c...
Vishy Tirupattur: Banking Regulations Could Reduce Available Credit
August 28, 2023 22:28 - 4 minutes - 4.06 MBProposed regulations for smaller banks show that turmoil in the banking sector may still have an impact on the broader economy. ----- Transcript ----- Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about the links between regulations and the real economy. It's Monday, August 28, at 11 a.m. in New York. In the euphoria of buoyant equity mark...
Andrew Sheets: Is the Fed Done Raising Rates?
August 25, 2023 19:20 - 3 minutes - 3.19 MBAs the Fed meets this weekend for their annual summit at Jackson Hole, investors are most focused on whether rate hikes will continue and the state of the neutral interest rate. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Corporate Credit Research at 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....
Special: Access & Opportunity Podcast
August 24, 2023 14:00 - 2 minutes - 2.47 MBInspiring change through informed and inclusive innovation. On Access & Opportunity, host Carla Harris, Senior Client Advisor at Morgan Stanley, explores the lived experiences of the people who face systemic inequities and sits down with founders, investors, developers, activists, and educators who are building a more equitable future today.
Michael Zezas: What to Expect from Presidential Debates
August 23, 2023 17:27 - 2 minutes - 2.27 MBAs debate season begins among Republican presidential candidates, can investors hope to glean market insights for 2025 and beyond? ----- Transcript ----- Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income and Thematic Research for Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about the impact of presidential debates on markets. It's Wednesday, August 23rd at 10 a.m. in New York. Several candidates...
Special Encore: Vishy Tirupattur: Corporate Credit Risks Remain
August 22, 2023 22:15 - 3 minutes - 3.21 MBOriginal Release on August, 1st 2023: While the U.S. economy appears on track to avoid a recession, investors should still consider the implications of an upcoming wave of maturities in corporate credit. ----- Transcript ----- Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist. Along with my colleagues bringing you a variety of perspectives, I will be talking about potential risk to the economy. It's Tuesday, August 1st at 10 a...
Special Encore: Global Autos: Are China’s Electric Vehicles Reshaping the Market?
August 21, 2023 21:34 - 9 minutes - 8.84 MBOriginal Release on July, 27th 2023: With higher quality and lower costs, China’s electric vehicles could lead a shift in the global auto industry. ----- Transcript ----- Adam Jonas: Welcome to Thoughts on the Market. I'm Adam Jonas, Head of Morgan Stanley's Global Autos and Share Mobility Team. Tim Hsaio: And Tim Hsaio Greater China Auto Analyst. Adam Jonas: And on this special episode of Thoughts on the Market, we're going to discuss how China Electric vehicles are reshaping...
Andrew Sheets: The Positive Side of Higher Rates
August 18, 2023 18:40 - 3 minutes - 3.22 MBBond yields have seen a surprising increase as a result of real interest rates, which could mean both good and bad news for other asset types. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, a Senior Fixed Income 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 18th at 2 p.m. in Lon...
Chetan Ahya: Can China Avoid a Lost Decade?
August 17, 2023 20:50 - 4 minutes - 3.68 MBAlthough China’s economy faces challenges in terms of debt, demographics and deflation, the right policy approach could ward off a debt deflation loop. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Chetan Ahya, Morgan Stanley's Chief Asia Economist. Along with my colleagues, bringing you a variety of perspectives, today I'll be discussing the journey ahead for China as it faces the triple challenge of debt, demographics and deflation. It's Thursday, August 17, at 9...
Michael Zezas: The Risks of a U.S. Government Shutdown
August 16, 2023 20:31 - 2 minutes - 2.44 MBAlthough Congress has avoided previous shutdowns with last-minute resolutions, investors shouldn’t get complacent in assuming the same outcome again in the fall. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income and Thematic Research for Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about what investors need to know about the risk of the U.S. government shutdown. It's Wednesd...
Jonathan Garner: A Bullish Turn for India
August 15, 2023 20:54 - 4 minutes - 4.16 MBWith the rupee appreciating, manufacturing and services in a consistent rally and demographic trends on an upswing, India may be better poised for a long-term boom than other markets in Asia. ----- 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 talking about why India is now our preferred market in Asian equit...
Mike Wilson: Fiscal Policy Continues to Drive U.S. Economic and Market Performance
August 14, 2023 20:30 - 4 minutes - 4.05 MBWhile the Fed fights generationally high inflation, the U.S. economy continues to grow, supported by high levels of spending. This has affected both the bond and equity markets. ----- 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, Augus...
U.S. Equities: Valuations Still Matter
August 11, 2023 23:34 - 9 minutes - 8.76 MBWhile the Fed navigates a soft landing for the U.S. economy and stock valuations remain high, how can investors navigate the risks and rewards of a surprisingly strong equity market? Lisa Shalett is Morgan Stanley Wealth Management’s Chief Investment Officer. She is not a member of Morgan Stanley Research. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts in the Market. I'm Andrew Sheets, Fixed Income Strategist at Morgan Stanley . Lisa Shalett: And I'm Lisa Shalett, Ch...
Pharmaceuticals: The Investment Opportunity in Obesity Treatment
August 10, 2023 21:18 - 6 minutes - 6.02 MBA recent landmark study around weight-loss medicine could spark near-term growth opportunities in pharmaceuticals. ----- 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 Flynn, Head of the U.S. Biopharma Team. Mark Purcell: And on this special episode of Thoughts on the Market, we'll give you an update on the global obesity challenge. It's Thursday, the 10t...
Michael Zezas: The Impact of New Investment Limitations in China
August 09, 2023 19:26 - 2 minutes - 2.29 MBForthcoming U.S. restrictions on some tech investments in China may present new opportunities as companies adapt to these constraints. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income and Thematic Research for Morgan Stanley. Along with my colleagues bringing you a variety of perspectives, I'll be talking about developments in the US-China economic relationship. It's Wednesday, August 9th at 10 a.m. in New York. News this w...
Social Investing: The Future of Sustainability
August 08, 2023 21:45 - 9 minutes - 8.87 MBThe profound demographic changes underway in countries around the world will require innovative, socially focused solutions in sectors including health care, finance and infrastructure. ----- Transcript ----- Stephen Byrd: Welcome to Thoughts on the Market. I'm Stephen Bryd, Morgan Stanley's Global Head of Sustainability Research. Mike Canfield: And I'm Mike Camfield, Head of EMEA Sustainability Research. Stephen Byrd: On this special episode of the podcast, we'll discuss ...
U.S Housing: U.S Housing Market Remains Tight for Buyers
August 07, 2023 21:14 - 5 minutes - 5.42 MBThe residential housing market continues to face limited inventory, low affordability and high mortgage rates, but the worst may have passed. ----- Transcript ----- Michelle Weaver: Welcome to Thoughts on the Market. I'm Michelle Weaver from the Morgan Stanley U.S. Equity Strategy Team. Jim Egan: And I'm Jim Egan, Co-Head of U.S. Securities Products Research. Michelle Weaver: On this special episode of the podcast, we'll discuss the state of the housing market. It's Monday, Au...
Andrew Sheets: Why Are Rates Up and Stocks Down?
August 04, 2023 20:33 - 3 minutes - 3.18 MBMoves by the Bank of Japan, the downgrade of the U.S. credit rating and new economic data may all have contributed to a spike in bond yields and fall in stock prices. ----- Transcript ----- Welcome to Thoughts in the Market. I'm Andrew Sheets, Fixed Income 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 4th at ...
Ron Kamdem: ‘Bifurcation’ in Global Office Real Estate Markets
August 03, 2023 21:58 - 3 minutes - 3.63 MBWhile rate hikes and work from home are depressing office real estate in the U.S., the market is vast globally, and there are clear differences across regions and asset types, ranging from occupancy to design to financing. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Ron Kamdem, Head of Morgan Stanley's U.S. Real Estate Investment Trust and Commercial Real Estate Research. Today, I'll be talking about our outlook for the future of the global office real estate mar...
Michael Zezas: How Will the U.S. Credit Downgrade Affect Markets?
August 03, 2023 02:01 - 2 minutes - 2.54 MBThe recent downgrade to Fitch's U.S. credit rating should have less of an impact on demand for bonds than the ongoing trajectory of inflation. ----- Transcript ----- Welcome to the Thoughts on the Market. I'm Michael Zezas, Global head of Fixed Income and Thematic Research for Morgan Stanley. Along with my colleagues bringing you a variety of perspectives, I'll be talking about the impact of the U.S. downgrade to bond markets. It's Wednesday, August 2nd at 11 a.m. in New York. Y...
Vishy Tirupattur: Corporate Credit Risks Remain
August 01, 2023 21:15 - 3 minutes - 3.12 MBWhile the U.S. economy appears on track to avoid a recession, investors should still consider the implications of an upcoming wave of maturities in corporate credit. ----- Transcript ----- Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist. Along with my colleagues bringing you a variety of perspectives, I will be talking about potential risk to the economy. It's Tuesday, August 1st at 10 a.m. in New York. Another FOMC meet...
Mike Wilson: A New Cyclical Upturn?
July 31, 2023 21:29 - 3 minutes - 3.22 MBWith uncertainty around the effects of new central bank policy, investors should be on the lookout for sales growth, cost cutting and sectors that might be turning a corner on performance. ----- 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 Mon...
Andrew Sheets: Unexpected Behavior in Markets
July 28, 2023 19:08 - 3 minutes - 2.81 MBChief Cross-Asset Strategist Andrew Sheets explains why it’s increasingly more favorable to be a lender than an asset owner. ----- 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, July 28th at 2 p.m. in London. Markets have bee...
Global Autos: Are China’s Electric Vehicles Reshaping the Market?
July 27, 2023 22:32 - 9 minutes - 8.73 MBWith higher quality and lower costs, China’s electric vehicles could lead a shift in the global auto industry. ----- Transcript ----- Adam Jonas: Welcome to Thoughts on the Market. I'm Adam Jonas, Head of Morgan Stanley's Global Autos and Share Mobility Team. Tim Hsaio: And Tim Hsaio Greater China Auto Analyst. Adam Jonas: And on this special episode of Thoughts on the Market, we're going to discuss how China Electric vehicles are reshaping the global auto market. It's Thursda...
Michael Zezas: Elections and Their Influence on Markets
July 26, 2023 19:14 - 3 minutes - 2.84 MBInvestors are questioning what new policy changes the 2024 election might bring, how the changes could affect markets and when they should start paying attention. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed-Income and Thematic Research for Morgan Stanley. Along with my colleagues bringing you a variety of perspectives, I'll be talking about what investors need to know about the 2024 U.S. election. It's Wednesday, July 26th at 1...
Mike Wilson: Expanding Valuations in Equity Markets
July 25, 2023 20:08 - 3 minutes - 3.08 MBRapidly declining inflation poses a challenge to revenue growth and earnings. So what should investors look out for to identify the winners from 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 a variety of perspectives, I'll be talking about the latest trends in the financial marketplace. It's Tuesday, July 25th at 10 a.m. in New York. So...
Erik Woodring: India’s Smartphone Market Poised to Take Off
July 24, 2023 20:43 - 3 minutes - 3.58 MBIndia’s smartphone market could triple in size over the next decade, putting it behind only the U.S. and China. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Erik Woodring, Morgan Stanley's U.S. Hardware Analyst. Along with my colleagues bringing you a variety of perspectives, today, I'll discuss our outlook for the India smartphone market. It's Monday, July 24th at 10 a.m. in New York. We're making a bold call for India's smartphone market. We believe it will tr...
Japan: A New Era for Japanese Equities
July 21, 2023 21:32 - 5 minutes - 5.08 MBWith positive GDP growth and increasing revenues, Japan equities are becoming a preferred market globally. ----- Transcript ----- Chetan Ahya: Welcome to Thoughts on the Market. I'm Chetan Ahya, Morgan Stanley's Chief Asia Economist. Daniel Blake: And I'm Daniel Blake, Asia and Emerging Markets Equity Strategist. Chetan Ahya: Over the last two days in this special three part series on Japan, we discussed a constructive outlook for Japan's economy and the various structural r...
Japan: Finding Opportunity Across Sectors
July 20, 2023 23:11 - 8 minutes - 7.45 MBAs Japan anticipates shifts in structural policy and GDP growth, these are the industries within the market that are poised to benefit. Chief Asia Economist Chetan Ahya, Chief Japan Economist Takeshi Yamaguchi, and Japan Senior Advisor Robert Feldman discuss. ----- Transcript ----- Chetan Ahya: Welcome to Thoughts on the Market. I'm Chetan Ahya, Morgan Stanley's Chief Asia Economist. Takeshi Yamaguchi: I'm Takeshi Yamaguchi, Chief Japan Economist. Robert Feldman: And I'm Rober...
Chetan Ahya: A Bullish Outlook on Japan
July 19, 2023 19:35 - 3 minutes - 3.18 MBThe first of our three-part series on the Japanese economy dives into the three key factors that have triggered a recent surge in interest from investors. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Chetan Ahya, Morgan Stanley's Chief Asia Economist. Along with my colleagues bringing you a variety of perspectives, I'm kicking off a special three part episode on our outlook for Japan. Today I'll be discussing our view on the Japanese economy. It's Wednesday, July ...
Sarah Wolfe: Student Loan Restart Draws Nearer
July 18, 2023 19:31 - 3 minutes - 3.64 MBWith the moratorium on federal student loans ending soon, discretionary spending is likely to go down and delinquency is likely to rise as consumers face the end of a three-year reprieve. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Sarah Wolfe from the U.S. Economics Team. Along with my colleagues, bringing you a variety of perspectives, today I'll be talking about the implications from the upcoming student loan restart. It's Tuesday, July 18th at 10 a.m. in New ...