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
U.S. Housing: Is Activity About to Pick Up?
February 22, 2023 22:35 - 6 minutes - 5.97 MBWith housing affordability plateauing and inventory picking up, sales could be poised to rise again in the near future. ----- 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 the U.S. housing and mortgage markets. It's Wednesday, Fe...
Graham Secker: Are European Equities Still Providing Safety?
February 21, 2023 20:19 - 3 minutes - 2.96 MBWhile the causes of the European equity rally have become more clear over time, so have the caveats that warrant caution over optimism for cyclical stocks. ----- 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 deflating safety cushion for European equities. It's Tuesday, February the 21st at 3 p.m. in London. W...
Andrew Sheets: Falling Expectations for Global Equities
February 17, 2023 20:11 - 3 minutes - 2.92 MBAs our outlook for global equities becomes more cautious, what is influencing the move and what should investors watch as the story develops? ----- 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 17th at 2 p.m. in London...
Daniel Blake: The End of an Era for Japan
February 16, 2023 21:10 - 3 minutes - 3.3 MBNext month the leadership of the Bank of Japan will change hands, so what policy shifts might be in store and what does this imply for markets? ----- 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 Japanese equity markets and the changing of the guard at the Bank of Japan. It's Thursday, February 16th at 8 a...
Michael Zezas: Understanding the Impact of Elections
February 15, 2023 21:14 - 2 minutes - 2.34 MBAs potential candidates begin to announce their presidential campaigns, is it time to start considering how the 2024 race will drive markets? ----- 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, February 15th at 10 a.m. in N...
U.S. Consumer: What’s Coming for Spending in 2023?
February 14, 2023 20:45 - 7 minutes - 7.07 MBThough U.S. consumer spending was surprisingly robust in 2022, this poses both new and continuing challenges as households draw down their excess savings. ----- 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'll discuss how the U.S. consumer is faring. It's Tuesday,...
Seth Carpenter: Can Inflation Continue To Come Down?
February 13, 2023 22:24 - 4 minutes - 4.2 MBInflation was a key topic in a recent meeting at the Brookings Institution. While it has trended downward recently, the details are critical to tracking the path ahead. ----- 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, I'll be talking about inflation and the U.S. economy. It's Monday, February 13th at 10 a.m. in New York. This past week, I was f...
Andrew Sheets: The Complexities of Market Risk
February 10, 2023 18:53 - 2 minutes - 2.42 MBWhile the risk of economic contraction has lessened in a few regions, is the story of recession and market risk being oversimplified? ----- 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 10th at 2 p.m. in London. Mark...
Vishy Tirupattur: A Change in Fed Policy Expectations
February 09, 2023 20:58 - 3 minutes - 3.36 MBWith the latest U.S. employment report showing unexpected resilience in the labor market, what happens now for the Fed and the policy tightening cycle? ----- Transcript ----- Welcome to Thoughts on the Market. I'm Vishy Tirupattur, Morgan Stanley's Head of Fixed Income Research and Director of Quantitative Research. Along with my colleagues, bringing you a variety of perspectives, today I will discuss the market implications from the latest U.S. employment report. It's Thursday, F...
Michael Zezas: The State of U.S. Policy
February 08, 2023 21:36 - 2 minutes - 2.55 MBFollowing last night’s State of the Union Address by President Biden, what are some signals from the speech that investors should consider? ----- 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, February 8th at 10 a.m. in New ...
Latin America Economy: The Possibility of Opportunity in 2023
February 07, 2023 22:50 - 8 minutes - 7.97 MBAs the outlook for 2023 shows emerging markets looking better positioned than developed markets, how is Latin America faring in this more optimistic story? Chief Latin American Equity Strategist Gui Paiva and Chief Latin American Economist Andre Loes discuss. ----- Transcript ----- Gui Paiva: Welcome to Thoughts on the Market. I'm Gui Paiva, Morgan Stanley's Chief Latin American Equity Strategist. Andre Loes: And I'm Andre Loes, Morgan Stanley's Chief LatAm Economist. Gu...
U.S. Pharmaceuticals: The Future of Genetic Medicine
February 06, 2023 21:48 - 7 minutes - 7.21 MBAs 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 Harrison, Head of U.S. Biotech. Terence Flynn...
Andrew Sheets: Where Could Market Strength Persist?
February 03, 2023 20:27 - 3 minutes - 2.97 MBAfter a year of falling assets, 2023 has started strong for global markets. Chief Cross-Asset Strategist Andrew Sheets outlines which markets could sustain their momentum. ----- 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, Feb...
Jonathan Garner: Tracking Asia and EM Outperformance
February 02, 2023 21:19 - 3 minutes - 2.98 MBEmerging markets are turning bullish and China’s reopening leaves room for an increase in consumption. What sectors and industries might benefit from this upturn? ----- 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, in this episode I'll explain why the bull market in emerging market equities is still young. It's Thursday, 2...
Michael Zezas: U.S. Policy and Investment Restrictions on China
February 01, 2023 19:58 - 2 minutes - 2.15 MBAs reports that the White House may be considering more impactful approaches to Chinese investment restrictions reach investors, how much should they be reading into these policy deliberations? ----- Transcription ----- Welcome to Thoughts on the Market. 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 mar...
Matt Hornbach: A Narrative of Declining Inflation
January 31, 2023 21:17 - 2 minutes - 2.7 MBAs the data continues to show a weakness in inflation, is it enough to convince investors that the Fed may turn dovish on monetary policy? And how are these expectations impacting Treasury yields? ----- 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 expectations for the Fed's monetary policy this year, and its impact on ...
Mike Wilson: Fighting the Fear of Missing Out
January 30, 2023 21:48 - 3 minutes - 3.43 MBStocks have seen a much better start to 2023 than anticipated. But can this upswing continue, or is this merely the last bear market rally before the market reaches its final lows? ----- 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, Ja...
Andrew Sheets: The Choice Between Equities and Cash
January 27, 2023 19:58 - 2 minutes - 2.22 MBInvesting is all about choices, so what should investors know when choosing between holding a financial asset or cash? ----- 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, January 27th at 2 p.m. in London. Investing is about c...
Graham Secker: An Upturn for European Equities
January 26, 2023 20:53 - 4 minutes - 4.01 MBEuropean equities have been outperforming U.S. stocks. What’s driving the rally, and will it continue? ----- Transcript ----- Welcome to Thoughts on the Market. I'm Graham Sacker, 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 recent outperformance of European equities and whether this could be the start of a longer upturn. It's Thursday, January the 26th at 4 p.m. in London. Aft...
U.S. Economy: Renegotiating the Debt Ceiling
January 25, 2023 22:24 - 9 minutes - 8.65 MBLast week, the U.S. Treasury hit the debt ceiling. How will markets respond as Congress decides how to move forward? Chief Cross-Asset Strategist Andrew Sheets and Head of Global Thematic and Public Policy Research Michael Zezas discuss. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Morgan Stanley's Chief Cross-Asset Strategist. Michael Zezas: And I'm Michael Zezas, Head of Global Thematic and Public Policy Research. Andrew Sheets:...
U.S. Retail: A Tale of Two Halves
January 24, 2023 22:53 - 10 minutes - 9.21 MBAs economic pressures continue to drive consumption in the U.S., how will the health of the economy influence the soft lines industry? Head of Retail and Consumer Credit for Fixed Income Research Jenna Giannelli and U.S. Soft Lines Retail Equity Analyst Alex Straton discuss ----- Transcript ----- Jenna Giannelli: Welcome to Thoughts on the Market. I'm Jenna Giannelli, Head of Retail and Consumer Credit within Morgan Stanley's Fixed Income Research. Alex Straton: And I'm Alex Str...
Mike Wilson: A Shift in Recession Views
January 23, 2023 22:06 - 3 minutes - 3.62 MBWhile there seemed to be a consensus that U.S. Equities will struggle through the first half of the year before finishing strong, views are now varying on the degree and timing of a potential recession. ----- 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 market...
Andrew Sheets: What is an Optimal Asset Allocation?
January 20, 2023 21:01 - 3 minutes - 2.76 MBThe financial landscape is filled with predictions about what comes next for markets, but how do investors use these forecasts to put a portfolio together? ----- 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, January 20th at 2 p...
U.S. Housing: Will Activity Continue to Slow?
January 19, 2023 21:05 - 5 minutes - 4.87 MBWith housing data from the last few months of 2022 coming in weaker than expected, what might be in store for mortgage investors? Co-Heads of U.S. 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 on this episode of ...
Michael Zezas: The Year of the Long-Term Investor
January 18, 2023 20:26 - 3 minutes - 2.88 MBAt a recent meeting of analysts from around the globe, we identified three central transitions for 2023 that may help investors shift towards a focus on long-term trends as opportunities. ----- 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....
Ed Stanley: Key Themes for 2023
January 17, 2023 21:43 - 4 minutes - 4.41 MBAt the start of each new year, we identify 10 overarching themes for the year and beyond. So what should investors be keeping an eye on in the coming months? ----- 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 discussing 10 key themes for 2023. It's Tuesday, January the 17th at 2 p.m. in London. At the start of the New Year, ...
Andrew Sheets: Will Emerging Market Outperformance Hold?
January 13, 2023 20:55 - 3 minutes - 2.81 MBOne of the frequent questions regarding Emerging Markets is whether outperformance will hold for the short term or the long term. So what factors should investors consider when evaluating the cross asset performance of EM? ----- 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 an...
Michael Zezas: Bringing Semiconductors to North America
January 12, 2023 18:11 - 2 minutes - 2.18 MBAt this week’s North American Leaders Summit, the U.S., Canada and Mexico committed to boosting the semiconductor industry in another key step on the path towards a multipolar world. ----- 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...
Quantitative Strategies: A 2023 Return?
January 11, 2023 23:59 - 9 minutes - 8.74 MBIn 2022 it seemed like there was nowhere to hide from the negative returns in traditional investing. But if we look to quantitative strategies, we may find more flexibility for the year ahead. ----- Transcript ----- Vishy Tirupattur Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's head of fixed income research and director of Quantitative Research. Stephan Kessler And I'm Stephan Kessler, Morgan Stanley's global head of Quantitative Investment Strategies...
Mike Wilson: Challenging the Consensus on 2023
January 10, 2023 21:20 - 4 minutes - 3.94 MBAs 2023 begins, most market participants agree the first half of the year could be challenging. But when we dig into the details, that's where the agreement ends. ----- 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, January 10th at 10 ...
Martijn Rats: The 2023 Global Oil Outlook
January 09, 2023 21:16 - 4 minutes - 4.02 MBWith an eventful year for the oil market behind us, what are the factors that might influence the supply, demand, and ultimately the pricing of oil and gas in 2023? ----- 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 some of the key uncertainties that the global oil market will likely face in 2023. It's Monday, January 9th at 3 ...
Andrew Sheets: Lessons from Last Year
January 06, 2023 21:21 - 3 minutes - 3.13 MBDiscover what 2022, a historic year for markets, can teach investors as they navigate the new year. ----- 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, January 6th at 2 p.m. in London. For the year ahead, we think U.S. growth ...
Chetan Ahya: Has Inflation in Asia Peaked?
January 05, 2023 19:56 - 3 minutes - 3.26 MBWith the fight against inflation quieting down in many regions, Asia saw a relatively small step up in inflation. Will that leave 2023 open to the possibility of growth outperformance? ----- 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 our 2023 outlook for Asia economics. It's Thursday, January 5th at 9 a.m. in Hong Kong. If 20...
Michael Zezas: Gridlock in the House of Representatives
January 04, 2023 21:34 - 3 minutes - 3.12 MBThe House of Representatives continues its struggle to appoint a new Republican Speaker. What should investors consider as this discord sets the legislative tone for the year? ----- 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 Wednes...
Terence Flynn: The Next Blockbuster for Pharma?
January 03, 2023 22:44 - 3 minutes - 2.94 MBAs new weight management medications are being developed, might the obesity market parallel the likes of hypertension or high blood pressure to become the next blockbuster Pharma category? ----- Transcript ----- Welcome to Thoughts on the Market. I'm Terence Flynn, Head of the U.S. Pharma Sector for Morgan Stanley Research. Along with my colleagues, bringing you a variety of perspectives, today I'll talk about the global obesity challenge and some of the key developments we expect...
End-of-Year Encore: 2023 Global Macro Outlook - A Different Kind of Year
December 30, 2022 18:00 - 11 minutes - 10.6 MBOriginal Release on November 15th, 2022: As we look ahead to 2023, we see a divergence away from the trends of 2022 in key areas across growth, inflation, and central bank policy. 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, Morgan Stanley's chief cross-asset strategist. Seth Carpenter: And I'm Seth Carpenter, Morgan Stanley's global chief ...
End-of-Year Encore: Global Thematics - What’s Behind India’s Growth Story?
December 29, 2022 18:00 - 7 minutes - 6.88 MBOriginal Release on December 7th, 2022: As India enters a new era of growth, investors will want to know what’s driving this growth and how it may create once-in-a-generation opportunities. Head of Global Thematic and Public Policy Research Michael Zezas and Chief India Equity Strategist Ridham Desai discuss. ----- Transcript ----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Head of Global Thematic and Public Policy Research. Ridham Desa...
End-of-Year Encore: Ellen Zentner - Is the U.S. Headed for a Soft Landing?
December 28, 2022 18:00 - 4 minutes - 4.48 MBOriginal Release on December 2nd, 2022: While 2022 saw the fastest pace of policy tightening on record, has the Fed’s hiking cycle properly set the U.S. economy up for a soft landing in 2023? ----- 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 2023 outlook for the U.S. economy. It's Friday, December 2nd, at 10 a.m. in New York. ...
End-of-Year Encore: U.S. Outlook - What Are The Key Debates for 2023?
December 27, 2022 18:00 - 10 minutes - 9.43 MBOriginal Release on November 22nd, 2022: The year ahead outlook is a process of collaboration between strategists and economists from across the firm, so what were analysts debating when thinking about 2023, and how were those debates resolved? Chief Cross-Asset Strategist Andrew Sheets and Head of Fixed Income Research Vishy Tirupattur discuss. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Morgan Stanley's Chief Cross Asset Strategist...
End-of-Year Encore: U.S. Housing - How Far Will the Market Fall?
December 23, 2022 18:00 - 7 minutes - 6.8 MBOriginal Release on November 17th, 2022: With risks to both home sales and home prices continuing to challenge the housing market, investors will want to know what is keeping the U.S. housing market from a sharp fall mirroring the great financial crisis? Co-heads of U.S. 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....
Andrew Sheets: Which Economic Indicators are the Most Useful?
December 22, 2022 18:05 - 3 minutes - 2.96 MBWhen attempting to determine what the global economy looks like, some economic indicators at an investors disposal may be more useful, while others lag behind. ----- 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, December 22nd...
Michael Zezas: Legislation to Watch in 2023
December 21, 2022 19:48 - 2 minutes - 2.35 MBAs congress wraps up for 2022, and we look towards a divided government in 2023, there are a few possible legislative moves on the horizon that investors will want to be prepared for. ----- 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'...
Global Thematics: A Breakthrough in Nuclear Fusion
December 20, 2022 23:35 - 8 minutes - 7.39 MBWith the recent breakthrough in fusion energy technology, the debate around the feasibility of nuclear fusion as a commercialized energy source may leave investors wondering, is it a holy grail or a pipe dream? Global Head of Sustainability Research and North American Clean Energy Research Stephen Byrd and Head of Thematic Research in Europe Ed Stanley discuss. ----- Transcript ----- Stephen Byrd: Welcome to Thoughts on the Market. I'm Stephen Byrd, Morgan Stanley's Global Head of...
Mike Wilson: Have Markets Fully Priced an Earnings Decline?
December 19, 2022 21:47 - 3 minutes - 3.64 MBAs focus begins to shift from inflation and interest rates to a possible oncoming earnings recession, what has the market already priced in? And what should investors be looking at as risk premiums begin to rise? ----- 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 financ...
Andrew Sheets: What Will the End of Rate Hikes Mean?
December 16, 2022 20:18 - 3 minutes - 3.19 MBAs cross-asset performance has continued to be weak, there is hope that the end of the Fed’s rate hiking cycle could give markets the boost they need, but does history agree with these investor’s hopes? ----- 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 i...
Sarah Wolfe: Are Consumers Going to Pull Back on Spending?
December 15, 2022 20:04 - 4 minutes - 3.71 MBWhile the consumer has been a pillar of strength this year, continued high inflation, household debt and slowing payroll growth could pose challenges to consumer spending. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Sarah Wolfe from Morgan Stanley's U.S. Economics Team. Along with my colleagues, bringing you a variety of perspectives, today I will give you a year end 2022 update on the U.S. consumer with a bit of our outlook for 2023. It's Thursday, December 15t...
Global Thematics: Earthshots Take on Climate Change
December 14, 2022 22:15 - 9 minutes - 8.56 MBWhile “Moonshots” attempt to address climate concerns with disruptive technology, more immediate solutions are needed, so what are “Earthshots”? And which ones should investors pay attention to? Head of Global Thematic and Public Policy Research Michael Zezas and Head of Thematic Research in Europe Ed Stanley discuss. ----- Transcript ----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Head of Global Thematic and Public Policy Research. Ed...
Ravi Shanker: A Bullish Outlook for Airlines
December 13, 2022 19:08 - 3 minutes - 2.88 MBOver the past few years, the airline industry has faced fluctuations between too hot and too cold across demand, capacity and costs. Could conditions in 2023 be just right for increased profitability? ----- Transcript ----- Welcome to Thoughts on the Market. I'm Ravi Shankar, Morgan Stanley's Freight Transportation and Airlines Analyst. Along with my colleagues, bringing you a variety of perspectives, today I'll discuss our 2023 outlook for the airline space and some key takeaways...
2023 Emerging Markets Outlook: Brighter Days Ahead
December 12, 2022 22:52 - 5 minutes - 5.08 MBLooking to 2023, Emerging Markets and fixed income assets are forecasted to outperform, so what should investors pay close attention to in the new year? Head of FX and EM Strategy James Lord and Global Head of EM Sovereign Credit Strategy Simon Waever discuss. ----- Transcript ----- James Lord: Welcome to Thoughts on the Market. I'm James Lord, Morgan Stanley's Head of FX and EM Strategy. Simon Waever: And I'm Simon Waever, Global Head of EM Sovereign Credit Strategy. James Lo...
Andrew Sheets: A More Promising Start to 2023
December 09, 2022 21:01 - 3 minutes - 3.02 MB2022 was an unusual year for stocks and bonds, and while the future is hard to predict, the start of 2023 is shaping up to look quite different across several metrics. ----- 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, Decembe...