Thoughts on the Market

From China’s rapid electric vehicle adoption to the rise of robotaxis, humanoids, and flying vehicles, our analysts Adam Jonas and Tim Hsiao discuss how AI is revolutionizing the global auto industry. Read more  insights  from Morgan Stanley. ----- Transcript ----- Adam Jonas:  Welcome to Thoughts on the Market. I'm Adam Jonas. I lead Morgan Stanley's Research Department's efforts o...

Markets have already priced in a Fed cut, given the mixed economic data in the July labor and CPI prints. Our Global Economist Arunima Sinha makes the case for why we’re standing by our baseline call for a higher bar for a rate cut.   Read more  insights  from Morgan Stanley. ----- Transcript -----   Arunima Sinha:  Welcome to Thoughts on the Market. I'm Arunima Sinha, Glo...

Our Chief Fixed Income Strategist Vishy Tirupattur brings in Vishwas Patkar, Head of U.S. Credit Strategy, and Carolyn Campbell, Head of Consumer and Commercial ABS Research, to explain our high conviction on the role of credit markets in data center financing.   Read more  insights  from Morgan Stanley. ----- Transcript -----   Vishy Tirupattur:  Welcome to Thoughts on th...

Our analysts Tim Chan and Mayank Maheshwari discuss how nuclear power and natural gas are reshaping Asia’s evolving energy mix, and what these trends mean for sustainability and the future of energy.   Read more  insights  from Morgan Stanley. ----- Transcript ----- Tim Chan: Welcome to Thoughts on the Market. I'm Tim Chan, Morgan Stanley's Head of Asia Sustainability Research. Maya...

Original Release Date: July 11, 2025 As U.S. retailers manage the impacts of increased tariffs, they have taken a number of approaches to avoid raising prices for customers. Our Head of Corporate Strategy Andrew Sheets and our Head of U.S. Consumer Retail and Credit Research Jenna Giannelli discuss whether they can continue to do so. Read more  insights  from Morgan Stanley. ----- Transc...

The market thinks the Fed is likely to cut rates come September. Morgan Stanley economists disagree. Our Head of Corporate Credit Research Andrew Sheets explains our viewpoint and presents three scenarios for corporate credit.     Read more  insights  from Morgan Stanley. ----- Transcript ----- Andrew Sheets:  Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of C...

Although tariff negotiations continue, deals are being made, shifting investor focus on assessing the fallout. Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas and Chief U.S. Economist Michael Gapen consider the ripple effects on inflation and the bond market.     Read more  insights  from Morgan Stanley. ----- Transcript ----- Michael Zeza...

Can a central bank simply announce an inflation target and get everyone to believe it? Our Global Economist Arunima Sinha looks at the cases of South Africa and Brazil to explain why it’s a subject of decades-long debate.   Read more  insights  from Morgan Stanley. ----- Transcript ----- Arunima Sinha:  Welcome to Thoughts on the Market. I'm Arunima Sinha, Global Economist at M...

Morgan Stanley Research looks at how changes in demographics, ownership, and distribution can boost tech adoption to revolutionize the global sports industry.    Read more  insights  from Morgan Stanley. ----- Transcript ----- Cesar Medina: Welcome to Thoughts on the Market. I’m Cesar Medina, Morgan Stanley’s Latin America Technology, Media, and Telecom Analyst. Today – we disc...

Our U.S. Thematic and Equity Strategist Michelle Weaver discusses what back-to-school spending trends reveal about consumer sentiment and the U.S. economy. Read more  insights  from Morgan Stanley. ----- Transcript ----- Michelle Weaver:  Welcome to Thoughts on the Market. I’m Michelle Weaver, Morgan Stanley’s U.S. Thematic and Equity Strategist here at Morgan Stanley. Today -- we'r...

So far, markets have shown resilience, despite the volatility. However, our Head of Corporate Credit Research Andrew Sheets points out that economic data might tell a different story over the next few months, with a likely impact on yields. Read more  insights  from Morgan Stanley. ----- Transcript -----   Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of...

Until now, the AI buildout has largely been self-funded. Our Chief Fixed Income Strategist Vishy Tirupattur and our Head of U.S. Credit Strategy Vishwas Patkar explain the role of credit markets to fund a potential financing gap of $1.5 trillion as spending on data centers and hardware keeps ramping up. Read more  insights  from Morgan Stanley. ----- Transcript -----   Vishy Tirupat...

There’s a dichotomy between the pace of job growth and the unemployment rate. Our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach analyze how the Fed might address this paradox. Read more  insights  from Morgan Stanley. ----- Transcript ----- Matthew Hornbach: Welcome to Thoughts on the Market. I'm Matthew Hornbach, Global Head of Macro Strategy. Mic...

Economic data looks backward while equity markets are looking ahead. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why this delays the Federal Reserve in both cutting and hiking rates – and why this is a feature of monetary policy, not a bug. Read more  insights  from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morg...

While investors may now better understand President Trump’s trade strategy, the economic consequences of tariffs remain unclear. Our Global Head of Fixed Income Research and Public Policy Michael Zezas and our Chief U.S. Economist Michael Gapen offer guidance on the data they are watching. Read more  insights  from Morgan Stanley. ----- Transcript ----- Michael Zezas:  Welcome to Th...

Lisa Shalett, our Wealth Management CIO, and Andrew Sheets, our Head of Corporate Credit Research, conclude their discussion of American Exceptionalism, factoring in fixed income, in the second of a two-part episode. Read more  insights  from Morgan Stanley. ----- Transcript ----- Andrew Sheets:  Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research...

In the first of a two-part episode, Lisa Shalett, our Wealth Management CIO, and Andrew Sheets, our Head of Corporate Credit Research, discuss whether the era of “American Exceptionalism” is ending and how investors should prepare for a global market rebalancing.     Read more  insights  from Morgan Stanley. ----- Transcript ----- Andrew Sheets:  Welcome to Thoughts on the...

AI adoption, dollar weakness and tax savings from the Big Beautiful Bill are some of the factors boosting our CIO and Chief U.S. Equity Strategist Mike Wilson’s confidence in U.S. stocks. 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...

Our Head of ASEAN Research Nick Lord discusses how Singapore’s technological innovation and market influence are putting it on track to continue rising among the world’s richest countries. Read more  insights  from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Nick Lord, Morgan Stanley’s Head of ASEAN Research. Today – Singapore is about to celebrate its 6...

Joining the AI race also requires building out massive physical infrastructure. Our Head of Corporate Credit Research Andrew Sheets explains why credit markets may play a critical role in the endeavor. Read more  insights  from Morgan Stanley. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. T...

The Trump administration unveiled a 28-page AI Action Plan, outlining more than 90 policy actions, with an ambition for the U.S. to win the AI race. Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas, and U.S. Public Policy Strategist Ariana Salvatore, explain why investors need to keep an eye on AI policy. Read more  insights  from Morgan Stanley. ----- Tr...

Our U.S. Media & Entertainment Analyst Benjamin Swinburne discusses how GenAI is transforming content creation, distribution and also raising some serious ethical questions.    Read more  insights  from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Ben Swinburne, Morgan Stanley’s U.S. Media and Entertainment Analyst. Today – GenAI is poised t...

Our Chief Asia Economist Chetan Ahya discusses three key decisions that will determine Asia’s international investment position and affect currency trends.   Read more  insights  from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Chetan Ahya, Morgan Stanley’s Chief Asia Economist. Today – an issue that’s gaining traction in boardrooms and trading floo...

As Fed Chair Jerome Powell’s term ends next year, our Global Chief Economist Seth Carpenter discusses the potential policy impact of a so-called “shadow Fed chair”. Read more  insights  from Morgan Stanley. ----- Transcript ----- Welcome to  Thoughts on the Market . I’m Seth Carpenter, Morgan Stanley’s Global Chief Economist. And today – well, there’s a topic that’s stirring up a lo...

Markets may seem calm following recent policy headlines, but for Michael Zezas, our Global Head of Fixed Income Research and Public Policy Strategy, investors may need to wait on more data to assess whether the macroenvironment will remain stable. Read more  insights  from Morgan Stanley. ----- Transcript ----- Michael Zezas:  Welcome to Thoughts on the Market. I'm Michael Zezas, Gl...