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.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
Michael Zezas: Congress Contends with the Debt Ceiling
May 03, 2023 20:50 - 2 minutes - 2.35 MBCongress is finally set to begin debt ceiling negotiations. What are some possible outcomes and how might the negotiations affect economic growth? ----- 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 3rd at 9 a.m. in New York. Earlier th...
Global Economy: Global Challenges Drive Productivity Investment
May 02, 2023 21:50 - 6 minutes - 5.64 MBWith the trend toward a multipolar world accelerating, companies are finding that investing in productivity may help protect margins. Ravi Shanker and Diego Anzoategui discuss. ----- Transcript ----- Ravi Shanker: Welcome to Thoughts on the Market. I'm Ravi Shanker, Morgan Stanley's North American Freight Transportation Analyst. Diego Anzoategui: And I'm Diego Anzoategui from the U.S. Economics Team. Ravi Shanker: And on this special episode of the podcast, we discuss what we ...
Vishy Tirupattur: Liquidity, Regional Banks and Potential Regulation
May 01, 2023 21:55 - 3 minutes - 2.89 MBAs the banking sector is in the news again, investors wonder about an increase in borrowing from the Fed and possible restrictions on the horizon. ----- Transcript ----- Welcome to Thoughts on the Market. I'm 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 ongoing tensions in the regional banking sector. It's Monday, May 1st at 2 p.m. in New York. At the outset, I would...
Ed Stanley: The Risky Path to a Multipolar World
April 28, 2023 20:30 - 3 minutes - 2.94 MBWith the world moving towards a more complex and decentralized multipolar structure, how will technology and infrastructure markets fare going forward? ----- Transcript ----- Welcome to Thoughts on the Market. I'm Ed Stanley, Morgan Stanley's Head of Thematic Research in Europe. Along with my colleagues bringing you a variety of perspectives, today I'll be talking about the complex issue of security in the multipolar world. For some time, the world has been trending away from a ...
Matthew Hornbach: The Return of Government Bonds
April 27, 2023 23:33 - 3 minutes - 3.09 MBWhile government bonds have been less than desirable investments for the past two years, the tide may be turning on bond returns. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Matthew Hornbach, Global Head of Macro Strategy for Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about global macro trends and how investors can interpret these trends for rates and currency markets. It's Thursday, April 27th at 2 p.m. in N...
Michael Zezas: The Great Productivity Race
April 26, 2023 19:30 - 2 minutes - 2.48 MBAs multinational companies look towards a future of higher innovation costs and a shrinking labor pool, some corporate sectors may fare better than others in the multipolar world. ----- 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 great productivity race and the multipolar world. It's Wednesday, ...
Andrew Sheets: The U.S. Dollar and Cross-Asset Portfolios
April 25, 2023 19:27 - 2 minutes - 2.74 MBWith many investors predicting the U.S. dollar to continue to weaken, its potential for diversification and high yields may indicate otherwise. ----- 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 Tuesday, April 25th at 2 p.m. in London...
Sustainability: Decarbonization in the Steel Industry
April 24, 2023 22:22 - 8 minutes - 7.77 MBThe drive to reduce carbon emissions could trigger the biggest transformation of the steel industry in decades. Global Head of Sustainability Research, Stephen Byrd, Head of European Metals and Mining Research, Alain Gabriel, and Head of the Americas Basic Materials Team, Carlos De Alba, discuss. ----- Transcript ----- Stephen Byrd: Welcome to Thoughts on the Market. I'm Stephen Byrd, Morgan Stanley's Global Head of Sustainability Research. Alain Gabriel: And I’m Alain Gabriel,...
Andrew Sheets: What is Behind Equity Market Strength?
April 21, 2023 19:46 - 3 minutes - 2.98 MBWith equity markets showing strength in the face of slowing growth, investors are left wondering how, or if, they can remain resilient. ----- 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, April 21st at 2 p.m. in London. Meeti...
Mark Purcell: The Evolution of Cancer Medicines
April 20, 2023 20:34 - 3 minutes - 3.25 MB"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. Cancer is still the second leading cause...
Michael Zezas: The Costs of a Multipolar World
April 19, 2023 19:11 - 2 minutes - 2.43 MBRecent interactions between China and Europe signal a continuing reorganization of global commerce around multiple power bases, bringing new and familiar challenges for companies. ----- 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 U.S.-China relationship and the shift to a multipolar world. It's Wednesday, Ap...
Vishy Tirupattur: Tumult in the Banking Sector
April 18, 2023 18:27 - 4 minutes - 3.72 MBAs the U.S. banking sector faces oncoming regulatory changes, how will the smaller banks react to these new requirements and what will the impact be on markets? ----- 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 impact of potential regulatory changes on bank assets. It's Tuesday, April 18th at 11a.m in New York. ...
Mike Wilson: Credit Crunch in the U.S Equity Markets
April 17, 2023 20:42 - 4 minutes - 3.76 MBWhile some investors may be cheering due to softer than expected inflation data, revenues may begin to disappoint in the face of a credit crunch brought on by recent banking stress. ----- 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, A...
Sustainability: The Risks and Benefits of A.I
April 14, 2023 20:56 - 8 minutes - 7.67 MBArtificial Intelligence is clearly a powerful tool that could help a number of sustainability objectives, but are there risks attached to these potential benefits? Global Head of Sustainability Research Stephen Byrd and Global Sustainability Analyst Brenda Duverce discuss. ----- Transcript ----- Stephen Byrd: Welcome to Thoughts on the Market. I'm Stephen Bryd, Morgan Stanley's Global Head of Sustainability Research. Brenda Duverce: And I'm Brenda Duverce from the Global Sustain...
Jonathan Garner: Asia Equities Rally Once More
April 13, 2023 17:46 - 3 minutes - 2.79 MBAfter a correction that took place in recent months, Asia and emerging markets are once again rallying. But how have these regions sustained their ongoing bull markets? ----- 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 the recent correction and ongoing bull market in Asia and emerging market ...
Chetan Ahya: Global Impacts on Asia's Growth
April 12, 2023 21:33 - 3 minutes - 3.47 MBGiven the recent developments in developed markets banking sectors, can Asia’s economic growth continue to outperform? ----- 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 why Asia remains better placed despite recent global financial developments. It's Wednesday, April 12, at 9 a.m in Hong Kong. With the recent issues in the Deve...
U.S Housing: The Future of Mortgage Markets
April 11, 2023 23:22 - 4 minutes - 3.87 MBBanks and the Fed are winding down activity in the mortgage market amid recent funding challenges, signaling a potential new regime for the asset class. Co-Heads of Securitized Products Research Jim Egan and Jay Bacow 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 o...
Diego Anzoategui: Goods, Services and the Shape of China’s Reopening
April 10, 2023 23:20 - 3 minutes - 3.45 MBChina’s growth is expected to be strong this year. However, it is being driven by services more than goods, meaning the news for other economies may not be as good as it initially appears. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Diego Anzoategui from the Global Economics Team. Along with my colleagues, bringing you a variety of perspectives, today I'll be talking about the global impact of China's reopening. It's Monday, April 10th, at 3 p.m. in New York. ...
Ellen Zentner: The Lagging Effects of Loan Growth
April 06, 2023 20:28 - 3 minutes - 2.94 MBWhile banking conditions seem to have stabilized for now, tighter credit conditions could still hit U.S. economic growth. ----- 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 how recent developments in the banking sector could impact the U.S. economy. It's Thursday, April 6, at 10 a.m. in New York. Events over the past several weeks h...
Michael Zezas: What the ‘X-Date’ Means for Investors
April 05, 2023 20:04 - 2 minutes - 2.49 MBWith the deadline to raise the debt ceiling looming closer, will recent banking challenges reduce Congress's willingness to take risks with the economy? ----- Transcript ----- Welcome to the 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 debt ceiling and financial markets. It's Wednesday, April 5th at 9 a.m. in New York. Markets have fo...
Seth Carpenter: China’s Impact on Global Growth
April 04, 2023 20:30 - 3 minutes - 3.37 MBAs the economic growth spread between Asia and the rest of the world widens, China’s reopening is unlikely to spur growth that spills over globally. ----- 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 outlook for global economic growth. It's Tuesday, April 4th at 10 a.m. in New York. How is the outlook evolving after...
Mike Wilson: Not All Bank Reserves Are Created Equal
April 03, 2023 23:11 - 3 minutes - 3.4 MBRecent increases in the Fed’s balance sheet may not have the same impact on money supply, growth and equities as in previous cycles. ----- 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, April 3rd at 11:30 a.m. in New York. So let's get ...
Andrew Sheets: Be Careful What You Wish For
March 31, 2023 21:26 - 3 minutes - 3.06 MBGiven recent signs of slowing in a previously strong economy, investors may want to look to history before wishing for weaker growth. ----- 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, March 31st at 2 p.m. in London. Here at...
Vishy Tirupattur: A Challenging Road for Commercial Real Estate
March 30, 2023 20:57 - 3 minutes - 3.03 MBAs regional banks contend with sector volatility, commercial real estate could face challenges in securing new loans and refinancing debt when it matures. ----- 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 some of the challenges facing the commercial real estate markets. It's Thursday, March 30th at 11 a.m. in New Yor...
Lauren Schenk: Analyzing the Online Dating Market
March 29, 2023 21:16 - 3 minutes - 2.79 MBMany investors are questioning if the online dating market has become saturated and, in turn, if there is still a growth runway for the industry. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Lauren Schenk, Equity Analyst covering Small and Mid-Cap Internet stocks. Along with my colleagues bringing you a variety of perspectives, today I'll discuss the next leg of growth for the online dating industry. It's Wednesday, March 29th at noon in New York. Investors are ...
Introducing: What Should I Do With My Money?
March 29, 2023 11:30 - 2 minutes - 2.6 MBIf you're a listener to Thoughts on the Market you may be interested in our new podcast: What Should I Do With My Money? ---------------- Managing our money can be ... a lot. It's one of the most important aspects of our lives, and yet, many of us just muddle through, without any help, hoping that we haven’t made a mistake. It doesn’t have to be that way. At Morgan Stanley, we help people manage their money at all stages of their lives, whether a young person just starting out ...
Graham Secker: A Moment of Calm for European Equities
March 28, 2023 19:42 - 3 minutes - 2.88 MBAmid uncertainty in the global banking sector, are European equities a safe haven for investors to weather the storm? ----- 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 implications on European equities from the increased uncertainty surrounding the global banking sector. It's Tuesday, March 28th at 3 p.m. in ...
Mike Wilson: Is Banking Stress the Last Straw for the Bear Market?
March 27, 2023 20:44 - 3 minutes - 3.64 MBAfter the events of the past few weeks, earnings estimates look increasingly unrealistic and the bear market may finally be ready to appropriately factor-in elevated earning risks. ----- 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, Ma...
Global Economy: Central Bank Policy in a Time of Volatility
March 25, 2023 00:21 - 9 minutes - 8.29 MBAs markets contend with the recent volatility in the banking sector, global central banks face the challenge of continuing to combat inflation against this updated backdrop. Chief Cross-Asset Strategist Andrew Sheets and Global Chief Economist Seth Carpenter discuss. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cross-Asset Strategist for Morgan Stanley. Seth Carpenter: And I'm Seth Carpenter, Global Chief Economist. Andrew S...
Special Encore: U.S. Pharmaceuticals - The Future of Genetic Medicine
March 23, 2023 19:06 - 8 minutes - 7.33 MBOriginal Release on February 6th, 2023: As new gene therapies are researched, developed and begin clinical trials, what hurdles must genetic medicine overcome before these therapies are commonly available? Head of U.S. Pharmaceuticals Terence Flynn and Head of U.S. Biotech Matthew Harrison discuss. ----- Transcript ----- Terence Flynn: Welcome to Thoughts on the Market. I'm Terence Flynn, Head of U.S. Pharma for Morgan Stanley Research. Matthew Harrison: And I'm Matthew Harriso...
Global Thematics: Emerging Markets Face Rising Debt Levels
March 22, 2023 21:16 - 6 minutes - 6.05 MBAs investors focus on the risks of debt, can Emerging Markets combat pressure from wide fiscal deficits? Global Head of Fixed Income and Thematic Research Michael Zezas, Global Head of EM Sovereign Credit Strategy Simon Waever and Global Economics Analyst Diego Anzoategui discuss. ----- Transcript ----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Global Head of Fixed Income and Thematic Research. Simon Waever: I'm Simon Waever, Morgan St...
Vishy Tirupattur: The Coming Challenges for Bank Credit
March 21, 2023 20:33 - 3 minutes - 2.9 MBAgainst the backdrop of volatility in the banking sector, tightening in consumer and commercial credit may have far-reaching impacts for economic growth. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Vishy Tirupattur, Chief Fixed Income Strategist here at Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about the impact of the current volatility in the banking sector on credit. It's Tuesday, March 21st at 11 a.m. in New York...
Mike Wilson: The Risk of a Credit Crunch
March 20, 2023 19:55 - 3 minutes - 3.59 MBAs markets look to recent bank failures, how are valuations for both stocks and bonds likely to change with this risk to growth? ----- 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, March 20th at 11 a.m. in New York. So let's get after ...
Sustainability: Energy-Efficient Buildings in Europe
March 17, 2023 20:35 - 5 minutes - 5.2 MBAs Europe commits to net-zero carbon emissions by 2050, one hurdle will be the energy emissions caused by buildings’ operations. What investment opportunities might come from energy renovation? European Building and Construction Equity Analyst Ceder Ekblom and European Property Analyst Sebastian Isola discuss. ----- Transcript ----- Cedar Ekblom: Welcome to Thoughts on the Market. I'm Cedar Ekblom, Equity Analyst covering European Building and Construction for Morgan Stanley rese...
Michael Zezas: A New Dynamic for U.S. Banking
March 16, 2023 19:03 - 2 minutes - 1.96 MBInvestors’ renewed concerns around the banking system should have a variety of impacts on fixed-income investment. ----- 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 intersection between public policy and financial markets. It's Thursday, March 16th at 11 a.m. in New York. It's a volatile moment in markets,...
Cryptocurrency: The Issue of Regulation
March 15, 2023 22:09 - 8 minutes - 8.08 MBAs cryptocurrency has seen some of its major players topple, policy makers have set their sights on regulation. So what are some of the possible scenarios for crypto policy? U.S. Public Policy Researcher Ariana Salvatore and Head of Cryptocurrency Research Sheena Shah discuss. 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...
Martijn Rats: Differing Prospects for Oil & Gas
March 14, 2023 19:30 - 4 minutes - 4.03 MBWhile oil and gas prices generally move in similar directions, their current situation has deviated from market norms. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Martijn Rats, Morgan Stanley's Global Commodities Strategist. Along with my colleagues, bringing you a variety of perspectives, today I'll give you an update on the global oil and gas markets. It's Tuesday, March 14th at 2 p.m. in London. Energy markets are currently confronted with an unusual situati...
Mike Wilson: What Bank Wind-Downs Mean for Equities
March 13, 2023 22:08 - 3 minutes - 3.54 MBBanking news and other market pressures are leading some depositors to move funds from traditional banks to higher-yielding securities. How will this affect economic growth and equity prices? ----- 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...
U.S. Tech: The Future of Artificial Intelligence
March 10, 2023 22:55 - 11 minutes - 10.6 MBAs the advancement of generative AI takes off, how might this inflection point in technology impact markets, companies, and investors alike? Equity Analyst and Head of U.S. Internet Research Brian Nowak and Head of the U.S. Software Research Team Keith Weiss discuss. ----- Transcript ----- Brian Nowak: Welcome to Thoughts on the Market. I'm Brian Nowak, Equity Analyst and Head of U.S. Internet Research for Morgan Stanley. Keith Weiss: And I'm Keith Weiss, Head of the U.S. Softwa...
Andrew Sheets: A Test for U.S. Growth
March 09, 2023 20:21 - 3 minutes - 2.77 MBWhile the U.S. has surprised investors with its economic resilience, new labor market and retail sales data could challenge this continued strength. ----- 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, March 9th at 2 p.m. in L...
Chetan Ahya: Is Asia’s Growth Bouncing Back?
March 08, 2023 20:02 - 3 minutes - 3.2 MBWhile there is some skepticism that Asia’s growth will outperform this year, there are a few promising indicators that investors may want to keep in mind. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Chetan Ahya, Chief Asia Economist at Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, today I'll be discussing how Asia's growth is bouncing back. It's Wednesday, March 8th at 9 a.m. in Hong Kong. The last time I came on this podcast...
Special Encore: Andrew Sheets - The Impact of High Short-Term Yields
March 07, 2023 22:37 - 3 minutes - 2.91 MBOriginal Release on February 24th, 2023: As short-term bond yields continue to rise, what impact does this comparatively high yield have on the broader market? ----- 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, February 24th a...
Mike Wilson: A Strong Rebound for Markets
March 06, 2023 22:40 - 3 minutes - 3.45 MBWhile equity markets continue to rally, the key to the end of the bear market may be in the fundamentals. ----- 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, March 6th at 2 p.m. in New York. So let's get after it. Given our focus on ...
U.S. Economy: The Next American Productivity Renaissance, Pt. 2
March 03, 2023 21:03 - 8 minutes - 7.5 MBThe way companies and individuals spend their money has changed in the wake of the COVID pandemic. How might market leadership shift as a result and will new market winners come into focus? Chief Cross-Asset Strategist Andrew Sheets and Chief Investment Officer for Wealth Management Lisa Shalett discuss. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cross-Asset Strategist for Morgan Stanley Research. Lisa Shalett: And I'm Lisa ...
U.S. Economy: The Next American Productivity Renaissance, Pt. 1
March 02, 2023 21:16 - 8 minutes - 7.58 MBThe COVID pandemic changed the way the U.S. engages with work, but how will these shifts impact structural changes to capital investment? Chief Cross-Asset Strategist Andrew Sheets and Chief Investment Officer for Wealth Management Lisa Shalett discuss. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cross-Asset Strategist for Morgan Stanley Research. Lisa Shalett: And I'm Lisa Shalett, Chief Investment Officer for Morgan Stanley...
Michael Zezas: The Global Impact of the Inflation Reduction Act
March 01, 2023 20:08 - 2 minutes - 2.04 MBAfter the passing of the Inflation Reduction Act in the U.S., other countries may be looking to invest more in their own energy transitions. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Michael Zezas, Head of Global Thematic and Public Policy Research for Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about the intersection between public policy and financial markets. It's Wednesday, March 1st at 10 a.m. in New Yo...
Sarah Wolfe: The Fed Versus Economic Resilience
February 28, 2023 21:49 - 3 minutes - 3.09 MBAs the U.S. economy remains resilient in the face of continued rate hikes, investors may wonder if the Fed will re-accelerate their policy tightening or if cuts are on their way. ----- 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 economic response to the Fed's monetary tightening. It's Tuesday, February 28th, at 1 p.m. in New York. ...
Mike Wilson: Is the Worst of this Earnings Cycle Still Ahead?
February 27, 2023 20:55 - 3 minutes - 2.88 MBAs we enter the final month of the first quarter, recalling the history of bear market trends could help predict whether earnings will fall again. ----- 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, February 27th at 11am in New York. S...
Andrew Sheets: The Impact of High Short-Term Yields
February 24, 2023 20:36 - 3 minutes - 2.8 MBAs short-term bond yields continue to rise, what impact does this comparatively high yield have on the broader market? ----- 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, February 24th at 2 p.m. in London. One of the biggest ...
Sustainability: Carbon Offsets and the Issue of Greenwashing
February 24, 2023 01:01 - 8 minutes - 7.46 MBCompanies continue their attempts to mitigate their environmental impact. But are some merely buying their way out of the problem using carbon offsets? Global Head of Sustainability Research Stephen Byrd and Head of ESG Fixed-Income Research Carolyn Campbell discuss. ----- Transcript ----- Stephen Byrd: Welcome to Thoughts on the Market. I'm Stephen Byrd, Morgan Stanley's Global Head of Sustainability Research. Carolyn Campbell: And I'm Carolyn Campbell, Head of Morgan Stanley'...