Morgan Stanley

Thoughts on the Market

Business EN ↓ 1665 episodes

Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.

Author

Morgan Stanley

Episodes

Munis: Tax-Free Income in Times of Stress 05.05.2025 9:27

Morgan Stanley Research analyst Mark Schmidt and Investment Management’s Craig Brandon discuss the heightened uncertainty in the U.S. municipal bonds market. Read more  insights  from Morgan Stanley. For a full list of episode disclosures click  here . ----- Transcript ----- Mark Schmidt: Welcome to Thoughts on the Market. I'm Mark Schmidt, Morgan Stanley's Head of Municipal Strateg...

Why the UK May Be Poised for a Surprising Rebound 02.05.2025 8:14

Despite news that the UK economy is set to slow due to uncertainty around US trade policy, our analysts Andrew Sheets and Bruna Skarica explain why they have a more optimistic outlook. 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. Bruna Skaric...

Can South Korea Afford To Grow Old? 02.05.2025 4:32

Our Chief Korea and Taiwan Economist Kathleen Oh discusses Korea's recent pension reform and its implications for the country's rapidly aging population. Read more  insights  from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Kathleen Oh, Morgan Stanley’s Chief Korea and Taiwan Economist. Today I’ll revisit Korea's demographic emergency and how the recent...

A Possible Roadmap for U.S. Tariff Policy 30.04.2025 10:56

Our analysts Michael Zezas and Rajeev Sibal unpack the significance of a little-discussed clause in the Trump administration’s tariff policy, which suggests investors should think less about countries and more about products. Read more  insights  from Morgan Stanley. ----- Transcript ----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Global Head o...

Is the Oil Market Flashing a Potential Recession Warning? 29.04.2025 4:41

Our Global Commodities Strategist Martijn Rats discusses the ongoing volatility in the oil market and potential macroeconomic scenarios for the rest of this year. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Martijn Rats, Morgan Stanley’s Global Commodities Strategist. Today on the podcast – the uncertainty in the oil market and how it can p...

What Should Investors Expect from Earnings Season? 28.04.2025 3:56

Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses how market volatility over the last month will affect equity markets as earnings season begins. 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, I will discuss what to expect from...

Tariffs Could Drag on Growth in Asia as Well as U.S. 25.04.2025 11:19

Our U.S. and Asia economists Michael Gapen and Chetan Ahya discuss how tariff uncertainty is shaping their expectations for these economies over the second half of 2025. Read more  insights  from Morgan Stanley.    ----- Transcript ----- Michael Gapen:  Welcome to Thoughts on the Market. I'm Michael Gapen, Morgan Stanley's Chief U.S. Economist. Chetan Ahya:  And...

Will Housing Prices Keep Climbing? 24.04.2025 8:27

Our Co-Heads of Securitized Products Research Jay Bacow and James Egan explain how mortgage rates, tariffs and stock market volatility are affecting the U.S. housing market. 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 Morgan Stanley. James Egan:...

Is the Beverage Industry Drying Up? 23.04.2025 5:04

Morgan Stanley’s Head of European Consumer Staples, Sarah Simon, discusses why aging populations, wellness trends and Gen Z’s moderation are putting pressure on the long-term outlook for alcoholic beverages. Read more  insights  from Morgan Stanley.    ----- Transcript ----- Welcome to Thoughts on the Market. I’m Sarah Simon, Head of the European Consumer Staples team. Today’s...

How Investors are Playing Defense 22.04.2025 4:20

Our Chief Cross-Asset Strategist Serena Tang discusses the market’s shifting perception of risk and what’s behind some unusual patterns in fund flows among asset classes. Read more  insights  from Morgan Stanley.  No investment recommendation is made with respect to any of the ETFs or mutual funds referenced herein. Investors should not rely on the information included in making inv...

Recession Fears Are a Wild Card for Markets 21.04.2025 5:26

Can the U.S. equity market break out of its expected range? Our CIO and Chief U.S. Equity Strategist Mike Wilson looks at whether the Trump administration’s shifting tariff policy and Fed uncertainty will continue weighing down stocks. Read more  insights  from Morgan Stanley.  ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief...

How Much More Could Your Smartphone Cost? 17.04.2025 8:06

Our analysts Michael Zezas and Erik Woodring discuss the ways tariffs are rewiring the tech hardware industry and how companies can mitigate the impact of the new U.S. trade policy. Read more  insights  from Morgan Stanley.  ----- Transcript ----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Global Head of Fixed Income and Public Policy Resea...

Tariff Uncertainty Creates Opportunity in Credit 16.04.2025 3:44

The ever-evolving nature of the U.S. administration’s trade policy has triggered market uncertainty, impacting corporate and consumer confidence. But our Head of Corporate Credit Research Andrew Sheets explains why he believes this volatility could present a silver lining for credit investors. Read more  insights  from Morgan Stanley.  ----- Transcript ----- Welcome to Thoughts on t...

Gold Rush Picks Up Speed 15.04.2025 4:07

As gold prices reach new all-time highs, Metals & Mining Commodity Strategist Amy Gower discusses whether the rally is sustainable. Read more  insights  from Morgan Stanley.  ---- Transcript ----- Welcome to Thoughts on the Market. I’m Amy Gower, Morgan Stanley’s Metals & Mining Commodity Strategist. Today I’m going to talk about the steady rise we’ve had in gold prices in r...

Where Is the Bottom of the Market? 14.04.2025 5:23

Our CIO and Chief U.S. Equity Strategist Mike Wilson probes whether market confidence can return soon as long as tariff policy remains in a state of flux. 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 last wee...

Is the Market Rebound a Mirage? 11.04.2025 4:00

Our Head of Corporate Credit Research analyzes the market response to President Trump’s tariff reversal and explains why rallies do not always indicate an improvement in the overall environment. Read more  insights  from Morgan Stanley.  ---- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, head of Corporate Credit Research at Morgan Stanley. Today I’m going to...

Why Tariffs Spurred a Dash for Cash 10.04.2025 6:33

Our analysts Vishy Tirupattur and Martin Tobias explain how the announcement of new tariffs and the subsequent pause in their implementation affected the bond market. Read more  insights  from Morgan Stanley.  ---- Transcript ----- Vishy Tirupattur:  Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's, Chief Fixed Income Strategist. Martin Tobias:  A...

Lingering Uncertainties After Tariff Reprieve 10.04.2025 3:54

Earlier today, President Trump announced a pause on reciprocal tariffs for 90 days. Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas looks at the fallout. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Michael Zezas, Morgan Stanley’s Global Head of Fixed Income Research and Public Policy Strategy.  Today – possible outcomes of President Tru...

Three Things That Could Ease Tariff Jitters 08.04.2025 4:39

Our CIO and Chief U.S. Equity Strategist explains why the new tariffs added momentum to a correction that was already underway, and what could ease the fallout in equity markets. 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 discu...

Tariff Roundtable: Global Economy on the Brink of Recession? 07.04.2025 11:53

As market turmoil continues, our global economists give their view on the ramifications of the Trump administration’s tariffs, and how central banks across key regions might react. Read more  insights  from Morgan Stanley.  ---- Transcript ----- Seth Carpenter:  Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's, Global Chief Economist, and today we're goin...

Tariff Fallout: Where Do Markets Go From Here? 04.04.2025 3:31

As markets continue reacting to the Trump administration’s tariffs, Michael Zezas, our Global Head of Fixed Income Research and Public Policy Strategy, lists the expected impacts for investors across equity sectors and asset classes. Read more  insights  from Morgan Stanley.  ---- Transcript ----- Welcome to Thoughts on the Market. I’m Michael Zezas, Morgan Stanley’s Global Head of...

How Companies Can Navigate New Tariffs 03.04.2025 12:41

Our Thematics and Public Policy analysts Michelle Weaver and Ariana Salvatore discuss the top five strategies for companies to mitigate the effects of U.S. tariffs.  Read more  insights  from Morgan Stanley. 

Faceoff: U.S. vs. European Equities 02.04.2025 10:20

Our analysts Paul Walsh, Mike Wilson and Marina Zavolock debate the relative merits of U.S. and European stocks in this very dynamic market moment. Read more  insights  from Morgan Stanley. 

What’s Weighing on U.S. Consumer Confidence? 02.04.2025 9:37

Our analysts Arunima Sinha, Heather Berger and James Egan discuss the resilience of U.S. consumer spending, credit use and homeownership in light of the Trump administration’s policies. Read more  insights  from Morgan Stanley. 

Are Any Stocks Immune to Tariffs? 31.03.2025 4:13

Policy questions and growth risks are likely to persist in the aftermath of the Trump administration’s upcoming tariffs. Our CIO and Chief U.S. Equity Strategist Mike Wilson outlines how to seek investments that might mitigate the fallout. Read more  insights  from Morgan Stanley.  ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Ch...