Thoughts on the Market

The USMCA review is underway, with implications beyond tariffs. Our Head of U.S. Public Policy Research Ariana Salvatore breaks down the key issues shaping the road ahead. Read more insights from Morgan Stanley. ----- Transcript ----- Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Head of U.S. Public Policy at Morgan Stanley Research. Today, I'll be talking about the US...

Robert Feldman and Michael Gapen discuss how AI could reshape growth, labor markets and productivity in the U.S. and Japan. Read more insights from Morgan Stanley. ----- Transcript ----- Robert Feldman: Welcome to Thoughts on the Market. I'm Robert Feldman, Senior Advisor at Morgan Stanley MUFG Securities in Tokyo.  Michael Gapen: And I'm Michael Gapen, Morgan Stanley's Chief U.S. Economist.&...

Our Global Head of Fixed Income Research Andrew Sheets outlines what could potentially go wrong and disrupt markets’ optimism this summer. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley.  Today, discussing three things that could disrupt a quiet summer.  It’s Wedne...

The biggest AI stocks have had a remarkable run – but questions still remain. Our Head of Americas Specialty Sales, Thomas Wigg, speaks with Global Head of Thematic and Sustainability Research Stephen Byrd and Global Head of Public Policy Research Ariana Salvatore about the competition and durability of the investment cycle. Read more insights from Morgan Stanley. ----- Transcript -----   Tho...

A changing macro backdrop is creating new opportunities across the equity market. Our CIO and Chief U.S. Equity Strategist Mike Wilson looks at what's driving the shift and where it may lead next. Read more insights from Morgan Stanley. ----- Transcript -----   Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief U.S. Equity Strategist.  Today on the po...

As America nears its 250th birthday, our Global Head of Fixed Income Andrew Sheets looks back at the early republic as a volatile frontier market, and what its path from credit risks to durable institutions can teach investors today. Read more insights from Morgan Stanley. ----- Transcript -----   Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income...

Following meetings across Europe and Asia, our Global Head of Cross-Asset Strategy Research, Serena Tang, discusses two of the main themes on investors' minds: uncertainty around U.S. monetary policy and increasing caution toward AI despite its long-term potential. Serena Tang: Welcome to Thoughts on the Market. I'm Serena Tang, Global Head of Cross-Asset Strategy Research at Morgan Stanley. And t...

With voters focused on prices and the economy, our Head of Public Policy Research Ariana Salvatore and U.S. Thematic Strategist Michelle Weaver discuss the consumer trends that could matter most heading into November’s elections. Read more insights from Morgan Stanley. ----- Transcript ----- Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Morgan Stanley's Head of Public...

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains that gains in the stock market are expanding to more sectors and why investors should position quickly. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief U.S. Equity Strategist. Today on the podcast I’ll be discussing the changing equity mark...

Europe's equity rally has surprised many investors. Our Europe Head of Research Product Paul Walsh and Chief European Equity Strategist Marina Zavolock discuss potential outcomes of the broadening market. Read more insights from Morgan Stanley. ----- Transcript ----- Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's Head of Research Products here in Europe.  Mari...

Although markets may recalibrate to a different policy playbook under the new Fed chair Kevin Warsh, housing could remain in a holding pattern. Our co-heads of Securitized Products Research Jay Bacow and James Egan explain why. Read more insights from Morgan Stanley. ----- Transcript ----- Jay Bacow: Welcome to Thoughts on the Market. I'm Jay Bacow, co-head of Securitized Products Research at Morg...

Our U.S. Public Policy Strategist Ariana Salvatore joins our Deputy Global Head of Research Michael Zezas to consider the consumer outlook and how it may impact the November midterm elections.   Read more insights from Morgan Stanley. ----- Transcript ----- Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Morgan Stanley's U.S. Public Policy Strategist.  Michael...

In his first meeting as Fed Chair, Kevin Warsh signaled restraint in providing guidance. Our Global Head of Fixed Income Research Andrew Sheets looks at possible impacts of the new approach. Read more insights from Morgan Stanley. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley.  Today, why the...

First-time homebuyers may get short windows of relief, but our co-head of Securitized Products Research James Egan and Senior Economist and Strategist in Morgan Stanley's Private Wealth Management Sarah Wolfe say the bigger story is a housing market resetting around a higher bar to entry. Read more insights from Morgan Stanley. ----- Transcript ----- James Egan: Welcome to Thoughts on the Market....

Our CIO and Chief U.S. Equity Strategist Mike Wilson reacts to Kevin Warsh’s first Fed meeting, explaining why the new chair’s credibility may require letting markets experience some short-term pain. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief U.S. Equity Strategist.  Today on the podcas...

As AI investment keeps growing, our strategists Carolyn Campbell and Vishwas Patkar discuss the many ways tech infrastructure gets financed and the opportunities for investors. Read more insights from Morgan Stanley. ----- Transcript ----- Carolyn Campbell: Welcome to Thoughts on the Market. I'm Carolyn Campbell, Morgan Stanley's Asset-Backed Securities Strategist.  Vishwas Patkar: And I'm Vi...

AI’s appetite for memory has turned chips into an inflationary factor. Our U.S. Public Policy Strategist Ariana Salvatore looks at what policymakers could do to reduce that pressure. Read more insights from Morgan Stanley. ----- Transcript ----- Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Morgan Stanley's U.S. Public Policy Strategist.   Today, I'll be talk...

Our Global Head of Macro Strategy Matthew Hornbach and our Chief U.S. Economist Michael Gapen discuss the signals investors will be seeking from the new Fed Chair leading his first monetary policy meeting and possible implications for markets. Read more insights from Morgan Stanley. ----- Transcript ----- Matthew Hornbach: Welcome to Thoughts on the Market. I'm Matthew Hornbach, Global Head of Mac...

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why the recent equity correction may be more reset than reversal and where investors may find the next opportunities. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief U.S. Equity Strategist.   Today: Possible opportunities to...

Chief Asia Economist Chetan Ahya joins Head of India Research and Chief India Equity Strategist Ridham Desai to break down India’s macro outlook, capital flows and sector opportunities. Read more insights from Morgan Stanley. ----- Transcript ----- Chetan Ahya: Welcome to Thoughts on the Market. I'm Chetan Ahya, Morgan Stanley's Chief Asia Economist. Ridham Desai: And I'm Ridham Desai, Morgan Stan...

Our Global Head of Fixed Income Research Andrew Sheets explains our differentiated view of a potential benign outlook for inflation, despite the recent acceleration. Read more insights from Morgan Stanley. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley. Today, why is everything still so expensive? I...

Morgan Stanley analysts Ravi Shanker and Jeff Adelson take a look at what the fight for affluent, loyal travelers could mean for banks and airlines.  Read more insights from Morgan Stanley. ----- Transcript ----- Ravi Shanker: Welcome to Thoughts on the Market. I'm Ravi Shanker, Morgan Stanley's North American Airlines analyst.  Jeff Adelson: And I'm Jeff Adelson, Morgan Stanley's U.S. C...

As AI demand surges, our Asia Energy Analyst Mayank Maheshwari discusses the new multi-trillion-dollar investment cycle to secure the power, fuels, grids and storage that keep modern life running. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Mayank Maheshwari, Morgan Stanley’s Asia Energy analyst.  Today: how AI’s rapid growth is forcin...

The Head of our Europe and Asia Technology Team, Shawn Kim, explains how AI’s appetite for memory chips is boosting the cost of everything from data centers to smartphones, with consequences that may reach far beyond the tech industry. Read more insights from Morgan Stanley. ----- Transcript ----- Shawn Kim: Welcome to Thoughts on the Market. I’m Shawn Kim, Head of Morgan Stanley’s Europe and Asia...

Trade policy is once again in the news with the announcement of new tariffs. Our Head of Public Policy Research Ariana Salvatore digs into why tariffs may not be a disruptive factor for markets this time. Read more insights from Morgan Stanley. ----- Transcript ----- Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Head of Public Policy Research for Morgan Stanley. ...