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: Disinflation and Equities
July 17, 2023 20:36 - 4 minutes - 3.67 MBWhile falling inflation is good news for many, equity investors may see volatility in earnings growth as pricing power fades. ----- 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 17th at 11 a.m. in New York. So let's get after it. ...
Vishy Tirupattur: Are Bonds Primed for a Comeback?
July 14, 2023 19:05 - 2 minutes - 2.62 MBWith inflation slowly moving lower, government bonds are looking increasingly more attractive and may be primed for a comeback later this year. ----- 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, today, I'll be talking about the case for government bonds. It's Friday, July 14th at 11 a.m. in New York. With the U.S. labor market remaining r...
Ravi Shanker: Decarbonizing Aviation
July 13, 2023 21:20 - 3 minutes - 3.49 MBAs airlines scramble to decrease their carbon footprint by 80% before 2050, can sustainable aviation fuel lead the charge? ----- Transcript ----- Welcome to Thoughts on the Market. I'm Ravi Shanker, Morgan Stanley's freight transportation and airlines analyst. Along with my colleagues bringing you a variety of perspectives, today I'll discuss the path to decarbonization in aviation. It's Thursday, July 13th at 2 p.m. in New York. The global aviation industry emits roughly 1 bill...
Michael Zezas: Looking to the Treasury Market
July 12, 2023 21:53 - 2 minutes - 2.57 MBWith a potential government shutdown looming in the fall, investors may want to keep an eye on the U.S. Treasury market to insulate themselves from risk. ----- 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 potential market impacts of a government shutdown. It's Wednesday, July 12th at 10 a.m. in N...
Shawn Kim: The Double-Edged Sword of AI Technologies
July 11, 2023 20:40 - 3 minutes - 2.84 MBThe market for artificial intelligence technologies could reach $275 billion by 2027, but not all companies will be able to generate revenue. Here’s what investors should watch. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Shawn Kim, Head of Morgan Stanley's Asia Technology Research Team. Along with my colleagues bringing you a variety of perspectives, today I'll discuss why A.I matters for investors and our outlook for the next 5 to 10 years in the evolution of A...
Mike Wilson: All Eyes on Earnings
July 10, 2023 20:29 - 3 minutes - 3.63 MBAs earnings season kicks off, market valuations continue to trend high based on major growth expectations. However, investors may want to keep an eye on liquidity. ----- 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 10th at 11 a.m...
James Lord: The Dollar’s Resiliency
July 07, 2023 19:12 - 3 minutes - 2.9 MBThough the debate around the global strength of the dollar in currency markets continues, the dollar’s current high yield in a world of weak global growth could help it appreciate ----- Transcript ----- Welcome to Thoughts on the Market. I'm James Lord, Morgan Stanley's Head of Foreign Exchange and Emerging Market Strategy. Along with my colleagues bringing you a variety of perspectives, today, I'll be discussing the status of the U.S dollar within global foreign exchange or FX re...
Terence Flynn: AI Opportunities in Healthcare
July 06, 2023 18:57 - 2 minutes - 2.67 MBArtificial intelligence could help biopharmaceutical companies reduce costs as well as improve their chances of developing successful new drugs. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Terence Flynn, Morgan Stanley's Head of U.S. BioPharma Research. Along with my colleagues bringing you a variety of perspectives, today, I'll focus on how artificial intelligence and machine learning can reshape the health care sector. It's Thursday, July 6th at 10 a.m. in New ...
Michael Zezas: Investing in New Geographies
July 05, 2023 21:25 - 2 minutes - 2.62 MBWith the U.S. possibly imposing tighter trade policies towards China, investors may want to look into diversifying their investments. ----- 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 U.S., China relationship and its impact on markets. It's Wednesday, July 5th at noon in New York. In recent...
Special Encore: Asia’s Economy Outlook - Recovery Picking Up Steam
July 03, 2023 16:00 - 3 minutes - 3.24 MBOriginal Release on June, 15th 2023: With more Asian economies on pace to join the recovery path set by China, confidence in economic outperformance versus the rest of the world is rising. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Chetan Ahya, Chief Asia Economist at Morgan Stanley. Along with my colleagues bringing your variety of perspectives, today I'll be discussing our mid-year outlook for Asia's economy. It's Thursday, June 15 at 9 a.m. in Hong Kong. A...
Special Encore: Mid-Year U.S. Consumer Outlook - Spending, Savings and Travel
June 30, 2023 19:02 - 7 minutes - 7.03 MBOriginal Release on June, 6th 2023: Consumers in the U.S. are largely returning to pre-COVID spending levels, but new behaviors related to travel, credit availability and inflation have emerged. ----- Transcript ----- Michelle Weaver: Welcome to Thoughts on the Market. I'm Michelle Weaver from the Morgan Stanley U.S. Equity Strategy Team. Sarah Wolfe: And I'm Sarah Wolfe from the U.S. Economics Team. Michelle Weaver: On this special episode of the podcast, we're taking a look ...
U.S Housing: The Market Is Not a Monolith
June 29, 2023 20:47 - 6 minutes - 5.57 MBA surprising increase in the sale of new homes doesn’t mean that overall demand for housing is on the rise. Find out what to expect for the rest of the year. ----- Transcript ----- Jim Egan: Welcome to Thoughts on the Market. I'm Jim Egan, Co-Head of U.S. Securitized Products Research here at Morgan Stanley. Jay Bacow: And I'm Jay Bacow, the other Co-Head of U.S. Securitized Products Research. Jim Egan: And on this episode of the podcast, we'll be discussing the U.S. housing m...
Corporate Credit Outlook: Higher Interest Rates Challenge Lower-Quality Borrowers
June 28, 2023 20:19 - 3 minutes - 3.01 MBHow will corporate credit markets fare as the Fed keeps rates higher for longer? Look for wider spreads, further decompression and muted excess returns. ----- 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 outlook for corporate credit markets. It's Wednesday, June 28th at 11 a.m. in New York. Our economists are ...
Ed Stanley: Key Lessons as AI Goes Mainstream
June 27, 2023 19:16 - 5 minutes - 4.84 MBWith A.I. rapidly reaching the mass market, investors are pondering the risks and upsides to A.I. diffusion. History may provide some answers. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Ed Stanley, Morgan Stanley's Head of Thematic Research in Europe. And along with my colleagues, bringing you a variety of perspectives, today I'll be discussing ten key lessons from the last hundred years of tech diffusion. It's Tuesday, the 27th of June at 3 p.m. in London. Te...
Emerging Markets: Climate Finance and Credit
June 26, 2023 20:36 - 8 minutes - 7.67 MBWhile many countries are gearing up to combat climate change, financing these large projects may pose a challenge. ----- Transcript ----- Simon Waever: Welcome to Thoughts on the Market. I'm Simon Waever, Morgan Stanley's Global Head of EM Sovereign Credit Strategy. Carolyn Campbell: And I'm Carolyn Campbell, Head of Morgan Stanley's ESG Fixed-Income Research. Simon Waever: On this special episode of the podcast, we'll discuss the credit impact of climate finance in emerging ...
Mid-Year U.S. Dollar Outlook: An Important Driver for Returns
June 23, 2023 17:57 - 2 minutes - 2.34 MBThis year, foreign exchange has been even harder than usual to predict. Even so, the outlook for the U.S. Dollar may prove to be a handy asset moving forward. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Dave Adams, Head of G10 Foreign Exchange Strategy at Morgan Stanley. And today I'll be talking about our outlook for the U.S. dollar and why it may prove an important driver of investor returns this year. It's Friday, June 23rd at 3 p.m. in London. Foreign excha...
Mid-Year U.S. Economic Outlook: Will the Fed Continue to Hike?
June 22, 2023 15:38 - 2 minutes - 2.47 MBAs the U.S. Economy still angles for a soft landing, the recent Federal Open Markets Committee meeting may have left more questions than answers. ----- 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 outcome of the June Federal Open Market Committee meeting and our outlook for the U.S. economy. It's Thursday, June 22nd at 10 a.m. in...
Mid-Year Global Oil Outlook: Neutral or Constructive?
June 21, 2023 20:25 - 4 minutes - 4.1 MBWhile high oil prices at the end of last year drove down demand and freed up supply, this year many expect the market to tighten again. So why hasn’t it tightened yet? ----- 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 outlook for the global oil market for the rest of 2023. It is Wednesday, June 21st at 3 p.m. in London. ...
Mid-Year Macro Markets Outlook: Slow Growth and Sticky Inflation
June 21, 2023 15:15 - 3 minutes - 2.98 MBWhile the U.S is moving towards a soft landing and Japan is seeing nominal growth, the European economy continues to face restrictive policy. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Matthew Hornbach, Morgan Stanley's Global Head of Macro Strategy. Along with my colleagues, bringing you a variety of perspectives, today, I'll talk about our mid-year outlook for macro markets. It's Tuesday, June 20th at 10 a.m. in New York. As we look ahead at macro markets fo...
Fixed Income: A Sweet Spot for Munis
June 16, 2023 19:40 - 4 minutes - 4.52 MBWith investors anticipating earnings surprises for US stocks, the outlook for municipal bonds is looking brighter. ----- Transcript ----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income and Thematic Research for Morgan Stanley. Mark Schmidt: And I'm Mark Schmidt, Head of Municipal Strategy. Michael Zezas: And today, we'll be talking about the core of many investors' fixed income portfolios, municipal bonds. It's Friday, June 16t...
Asia’s Economy Outlook: Recovery Picking Up Steam
June 15, 2023 18:25 - 3 minutes - 3.2 MBWith more Asian economies on pace to join the recovery path set by China, confidence in economic outperformance versus the rest of the world is rising. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Chetan Ahya, Chief Asia Economist at Morgan Stanley. Along with my colleagues bringing your variety of perspectives, today I'll be discussing our mid-year outlook for Asia's economy. It's Thursday, June 15 at 9 a.m. in Hong Kong. Asia's recovery is for real. We believ...
Andrew Sheets: Will Markets Stay Resilient?
June 14, 2023 19:25 - 3 minutes - 3.14 MBWhile investors are feeling optimistic with the strong performance in markets despite some predicted challenges, it may be too soon to tell if these possible hurdles have been completely avoided. ----- 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 tog...
European Equities Outlook: Short-Term Pain, Long-Term Gain
June 13, 2023 19:51 - 3 minutes - 3.36 MBWith the European economy losing momentum amidst a rally in growth stocks globally, the time of European equity outperformance may be in the past for now. ----- 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 equities in the second half of this year. It's Tuesday, June 13th at 2 p.m. in Londo...
Mike Wilson: A Historically Concentrated Market
June 12, 2023 21:20 - 4 minutes - 4.19 MBWith AI gaining momentum among investors and the Fed potentially pausing on rate hikes, signs are now pointing towards the end of the bear market rally. ----- 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 12th at 11 a.m. in New Yo...
Mid-Year Strategy Outlook: Risk/Reward in Currency and Commodities
June 09, 2023 20:29 - 9 minutes - 8.76 MBWhile the forecast for global bonds remains strong for the latter half of 2023, other asset classes could see bifurcated results across regions. ----- Transcript ----- Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist. Andrew Sheets: And I'm Andrew Sheets, Morgan Stanley's Chief Cross-Asset Strategist. Seth Carpenter: And on part two of the special two-part episodes of the podcast, we're going to focus on Morgan Stan...
Mid-Year Economic Outlook: A Dichotomy Worth Watching
June 08, 2023 23:13 - 10 minutes - 9.98 MBAs we look toward the second half of 2023, the U.S. and Europe are likely to see very slow growth but avoid a recession, while Asia may be poised to become an engine of economic growth. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts in the Market. I'm Andrew Sheets, Morgan Stanley's Chief Global Cross-Asset Strategist. Seth Carpenter: And I'm Seth Carpenter, Morgan Stanley's Global Chief Economist. Andrew Sheets: And on this special two part episode of the podcast, ...
Michael Zezas: After the Debt Ceiling, What’s Next?
June 07, 2023 21:41 - 2 minutes - 2.06 MBOn the heels of Congress’s raising the debt ceiling, markets are wondering: What’s next from D.C.? Here are three things we’re watching. ----- 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 we're watching in Washington, D.C.. It's Wednesday, June 7th at 3 p.m. in New York. Now that the debt ceil...
Mid-Year U.S. Consumer Outlook: Spending, Savings and Travel
June 06, 2023 22:20 - 7 minutes - 6.97 MBConsumers in the U.S. are largely returning to pre-COVID spending levels, but new behaviors related to travel, credit availability and inflation have emerged. ----- Transcript ----- Michelle Weaver: Welcome to Thoughts on the Market. I'm Michelle Weaver from the Morgan Stanley U.S. Equity Strategy Team. Sarah Wolfe: And I'm Sarah Wolfe from the U.S. Economics Team. Michelle Weaver: On this special episode of the podcast, we're taking a look at the state of the U.S. consumer as...
Mike Wilson: Earnings Cycle Still Running Short and Hot
June 05, 2023 21:57 - 3 minutes - 3.25 MBThe recovery in 2024 and 2025 looks promising, but the worst of the earnings cycle is likely not over, even for technology stocks. ----- 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 Monday, June 5th at 11 a.m. in New York. So let's get after it. ...
Special Encore: Erik Woodring: Are PCs on the Rebound?
June 02, 2023 17:24 - 3 minutes - 3.6 MBOriginal Release on May 11th, 2023: While personal computer sales were on the decline before the pandemic, signs are pointing to an upcoming boost. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Erik Woodring. Morgan Stanley's U.S. IT Hardware Analyst. Along with my colleagues, bringing you a variety of perspectives, today I'll discuss why we're getting bullish on the personal computer space. It's Thursday, May 11th, at 10 a.m. in New York. PC purchases soared dur...
Adam Jonas: The Inconvenient Truths About EV Batteries
June 01, 2023 21:12 - 3 minutes - 3.31 MBWith the rapid adoption of electric vehicles, onshoring the critical battery supply chain poses significant challenges and will drive sizable investments. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Adam Jonas, Head of Morgan Stanley's Global Auto and Shared Mobility Team. Along with my colleagues bringing you a variety of perspectives, today we'll be talking about the global EV battery supply chain. It is Thursday, June 1st at 9 a.m. in New York. The rapid ado...
Michael Zezas: A Step Forward in the Debt-Ceiling Debate
May 31, 2023 19:20 - 2 minutes - 2.12 MBWhile an agreement on suspending the debt ceiling seems likely to make it through Congress, investors may want to monitor bank deposits for lingering risks. ----- 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 U.S. debt ceiling and its impact on markets. It's Wednesday, May 31st at 9 a.m. in New...
Seth Carpenter: Government Bonds and the Debt Ceiling
May 30, 2023 20:00 - 3 minutes - 2.93 MBAs congress debates a debt ceiling deal, investors are proactively purchasing Treasury bills and thus causing a drain on the reserves which could amplify risks. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist. Along with my colleagues bringing you a variety of perspectives, today I'll be talking about the U.S. debt ceiling amid recent volatility in the banking sector. It's Tuesday, May 30th at 10 a.m. in New Yor...
Andrew Sheets: Unresolved Questions Create Market Uncertainty
May 26, 2023 19:17 - 3 minutes - 2.94 MBOptimistic investors have pushed stocks and bond yields to the high end of the recent range. But inflation, banks and the debt ceiling status are still raising questions that have gone unanswered. ----- 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 to...
Jonathan Garner: Japan’s Equities Continue to Rally
May 25, 2023 20:32 - 2 minutes - 2.55 MBWhile Japan's equities have continued to rally, a roster of sector leading companies and a weak Yen could signal this bullish story is only just beginning. ----- 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, I'll be sharing why Japan Equities could be a key part of the bullish story in Asia this year. It's Thursday, May the...
Michael Zezas: The G7 Meeting and its Impact on Markets
May 24, 2023 18:23 - 2 minutes - 2.17 MBDiscussions at the recent Group of Seven Nations meeting point to the continued development of a multipolar world, as supply chains become less global and more local. Investors should watch for opportunities in this disruption. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income Research for Morgan Stanley. Along with my colleagues bringing you a variety of perspectives, I'll be talking about the recent G7 meetings and its impli...
U.S Housing: Is there Still Strength in the Housing Market?
May 23, 2023 20:37 - 6 minutes - 6.06 MBAs the confidence level of homebuilders building new homes is increasing, will home sales go along with it? Jim Egan and Jay Bacow, Co-Heads of U.S. Securitized Products Research discuss. ----- Transcript ----- Jim Egan: Welcome to Thoughts on the Market. I'm Jim Egan, Co-Head of U.S. Securitized Products Research here at Morgan Stanley. Jay Bacow: And I'm Jay Bacow, the other Co-Head of U.S. Securitized Products Research. Jim Egan: And on this episode of the podcast, we'll be...
Mike Wilson: Beware a False Market Breakout
May 22, 2023 22:20 - 4 minutes - 3.89 MBThough the current market narrative has turned bullish, it may not withstand a downturn in earnings. ----- 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, May 22nd at 11a.m in New York. So let's get after it. For the past six months, t...
Ellen Zentner: Is a Soft Landing for the U.S. Still Possible?
May 19, 2023 18:54 - 2 minutes - 2.71 MBWhile the U.S. economy looks to be on track for a soft landing in 2023, even the smallest of setbacks could spell trouble for the end of the year. ----- 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 our view around the soft landing for the U.S. economy. It's Friday, May 19th, at 10 a.m. in New York. Last year, we presented our outloo...
Andrew Sheets: Is Market Volatility on the Decline?
May 18, 2023 18:47 - 3 minutes - 2.87 MBAlthough markets remain calm for now, incoming developments across the debt ceiling, inflation and monetary policy could quite quickly turn the tide. ----- 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, May 18th at 2 p.m. in Lo...
Vishy Tirupattur: The Outlook for Lending
May 17, 2023 20:18 - 3 minutes - 3.36 MBAccording to the Federal Reserve’s latest Senior Loan Officer Opinion Survey, small businesses may be the most vulnerable to banks tightening their lending standards. ----- 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 takeaways from the Senior Loan Officer Opinion Survey. It's Wednesday, May 17th at 10 a.m. in New...
Mike Wilson: Investors Face Uncertainty in Stock Performance
May 16, 2023 21:49 - 4 minutes - 4.46 MBAs investors attempt to find opportunities in an uncertain stock market, earnings disappointments and an ongoing debt ceiling debate loom overhead. ----- 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, May 16th, at 1 p.m. in New York. So...
Special Encore: Mark Purcell: The Evolution of Cancer Medicines
May 15, 2023 22:36 - 3 minutes - 3.39 MBOriginal Release on April 20th, 2023: "Smart chemotherapy" could change the way that cancer is treated, potentially opening up a $140 billion market over the next 15 years. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mark Purcell, Head of Morgan Stanley's European Pharmaceuticals Team. Along with my colleagues bringing you a variety of perspectives, today I'll talk about the concept of Smart Chemotherapy. It's Thursday, the 20th of April at 2 p.m. in London. Ca...
Sustainability: Tech Transformation in the Education Market
May 12, 2023 22:02 - 9 minutes - 8.82 MBWith technology evolving rapidly in education, investors are taking a closer look at how it will financially impact the global education market. Stephen Byrd and Josh Baer discuss. ----- Transcript ----- Stephen Byrd: Welcome to Thoughts on the Market. I'm Stephen Byrd, Morgan Stanley's Global Head of Sustainability Research. Josh Baer: And I'm Josh Baer from the U.S. Software Team. Stephen Byrd: On the special episode of the podcast will discuss the global education market....
Erik Woodring: Are PCs on the Rebound?
May 11, 2023 20:10 - 3 minutes - 3.48 MBWhile personal computer sales were on the decline before the pandemic, signs are pointing to an upcoming boost. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Erik Woodring. Morgan Stanley's U.S. IT Hardware Analyst. Along with my colleagues, bringing you a variety of perspectives, today I'll discuss why we're getting bullish on the personal computer space. It's Thursday, May 11th, at 10 a.m. in New York. PC purchases soared during COVID, but PCs have since gone ...
Michael Zezas: Debt Ceiling Uncertainty and Financial Markets
May 10, 2023 20:57 - 2 minutes - 2.44 MBWith the debt ceiling debate seemingly making little headway, it may be critical for investors to track market developments in the near future. ----- 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 debt ceiling and its impact on markets. It's Wednesday, May 10th at 10 a.m. in New York. Congressiona...
Martijn Rats: A Change in the Global Oil Market
May 09, 2023 20:51 - 3 minutes - 3.26 MBAs oil data in 2023 shows that second-half tightening is less likely, it may be time to alter the narrative around the expected market for the remainder of the year. Important note regarding economic sanctions. This recording 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 ...
Mike Wilson: Earnings, The Fed and Consumer Spending
May 08, 2023 22:07 - 3 minutes - 3.3 MBWith all the volatility surrounding the banking sector, the Fed raising rates and the continued debt ceiling debate, are consumers finally pulling back on spending? ----- 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 Monday, May 8th, at 11 a.m. in...
Andrew Sheets: The Prospect of a Pause in Rate Hikes
May 05, 2023 18:54 - 2 minutes - 2.54 MBThe Federal Reserve pausing on hiking interest rates has historically been good for markets. But given current conditions, history may not repeat itself. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cross-Assets 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 5th at 2 p.m. in ...
Graham Secker: Will European Equity Resilience Continue?
May 04, 2023 20:44 - 3 minutes - 3.36 MBThe banking sector appears stronger in Europe than it does in the U.S., but some other European sectors may be at risk of lower profitability. ----- 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 our latest thoughts on European equities. It's Thursday, May the 4th at 3 p.m. in London. Over the last couple of months...