Thoughts on the Market

China continues to face the triple challenge of debt, deflation and demographics. But are investors missing an opportunity in China equities?  ----- Transcript ----- Laura Wang: ] Welcome to Thoughts on the Market. I'm Laura Wang, Morgan Stanley's Chief China Equity Strategist.  Robin Xing: And I'm Robin Xing, Morgan Stanley's Chief China Economist.  Laura Wang: On this special epis...

Here’s how upcoming inflation data and this week’s Federal Open Market Committee meeting could affect the U.S. bond and equity markets.  ----- 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...

Will the U.S. dollar weaken further as the economy slows? What will its value be compared to the Euro by spring 2024? Our analyst tackles those key currency questions and more. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Dave Adams, Head of G10 FX Strategy at Morgan Stanley. And today I'll be talking about our views on the US dollar. It's Friday, December 8th at 3 p.m. in London....

Will India equities continue to outperform China equities in 2024? The two key factors investors should track. ----- Transcript ----- Welcome to Thoughts on the market. I'm Jonathan Garner, Morgan Stanley's Chief Asia and Emerging Market Equity Strategist. Along with my colleagues, bringing you a variety of perspectives, today I'm going to be discussing our continued preference for Indian equities...

Although much will change before the elections, investors should watch for potential impacts on issues such as AI regulation, energy permitting, trade and tax policy. ----- Transcript ----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Global Head of Fixed Income and Thematic Research.  Ariana Salvatore: And I'm Ariana Salvatore, from the U.S. Publ...

Asia’s economic recovery could continue to be out of step with the rest of the world. Hear which countries are positioned for growth and which might face challenges.  ----- 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 discuss 2024 Economics Outlook for As...

U.S. equities markets appear to be betting on an outdated playbook that worked when inflation was benign. But analysis of earnings and macro data suggests an updated playbook may be necessary. What investors should watch now. ----- Transcript ----- Welcome to thoughts of the market. I'm Mike Wilson, Chief Investment Officer and Chief U.S. Equity Strategist for Morgan Stanley. Along with...

The market rally of the last few weeks is based on strong economic data, suggesting that the U.S. and Europe remain on track for a “soft landing.”  ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Corporate Credit Research for Morgan Stanley. Along with my colleagues bringing you a variety of perspectives, I'll be talking about trends across the glob...

The growing popularity of medicines that curb appetite is having an impact on consumption of less-healthy foods. Here’s what that could mean for packaged snacks, soda, alcohol and fast food. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Pamela Kaufman, Morgan Stanley's Tobacco and Packaged Food Analyst. Today I'll be talking about how obesity medicines are impacting food spending....

With a strong holiday season expected, and a rise in U.S. passport issuance, there’s good reason to believe the travel industry will see durable growth in the year ahead. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Ravi Shanker, Morgan Stanley's Freight Transportation and Airlines Analyst. Along with my colleagues bringing you a variety of perspectives, today I'll discuss our vie...

Investors in the education sector have focused on threats from generative AI, but may be missing the potential for greater efficiency and new opportunities in workforce reskilling. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Brenda Duverce from the Morgan Stanley Sustainability Research Team. Along with my colleagues bringing you a variety of perspectives. Today I'll discuss the...

Morgan Stanley published its 2024 macroeconomic and investment outlooks last week after spirited debates among our economists and strategists. Three topics animated much of this year’s discussion: lingering concerns about recession; China; and the challenging real estate market in the U.S. ----- Transcript ----- Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief...

Original Release on November, 7th 2023: AI could help video game companies boost engagement and consumer spending, but could also introduce competition by making it easier for new companies to enter the industry. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Matt Cost from the Morgan Stanley US Internet Team. Along with my colleagues, bringing you a variety of perspectives, today I...

Original Release on November, 2nd 2023: Generative AI could transform the nature of work and boost productivity, but companies and governments will need to invest in reskilling. ----- Transcript ----- Stephen Byrd:  Welcome to Thoughts in the Market. I'm Stephen Byrd, Morgan Stanley's Global Head of Sustainability Research.  Seth Carpenter:  And I'm Seth Carpenter, the Global Chief...

Third-quarter consumer spending was strong, but a growing gap between middle- and higher-income consumers may affect the holiday shopping season. ----- 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 and the U.S Economics Team.  Michelle Weaver: On this special epi...

The next phase in artificial intelligence could be “edge AI,” which lowers costs and improves security by embedding AI capabilities directly in smartphones and other devices. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Ed Stanley, Morgan Stanley's Head of Thematic Research in Europe. And along with my colleagues, bringing you a variety of perspectives, today I'll discuss Edge A.I...

Our Chief U.S. Economist previews the key economic themes of 2024, including potential rate cuts, housing affordability, job growth and more.  ----- 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 2024 outlook for the U.S. economy. It's Friday...

After poor performance in 2022, a traditional 60/40 equity/bond portfolio could see an annual return around 8% over the next decade. ----- Transcript ----- Welcome to your Thoughts on the Market. I'm Serena Tang, Morgan Stanley's Chief Cross Asset Strategist. Along with my colleagues, bringing you a variety of perspectives, today, I'll discuss our long run expectations for what markets will return...

If you're a listener to Thoughts on the Market you may be interested in another of our podcasts: What Should I Do With My Money?  ---------------------------------------------------------------------------------------------------------------------------- This material has been prepared for informational purposes only. It does not provide individually tailored investment advice. It has been pr...

Our roundtable discussion on the future of the global economy and markets continues, as our analysts preview what is ahead for government bonds, currencies, housing and more.  ----- Transcript ----- Vishy Tirupattur: Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist. This is part two of our special roundtable discussion on what is ahead f...

As global growth takes a hit and inflation begins to cool, how does the road ahead look for central banks and investors? Chief Fixed Income Strategist Vishy Tirupattur hosts a roundtable with Chief Economist Seth Carpenter and Chief U.S. Equity Strategist Mike Wilson to discuss. ----- Transcript ----- Vishy Tirupattur:  Welcome to Thoughts on the Market. I am Vishy Tirupattur,...

Investors whose corporate bond holdings have lost value in 2023 could sell before the end of the year, locking in their losses to offset gains elsewhere. Here are three reasons that they probably won’t. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Corporate Credit Research for Morgan Stanley. Along with my colleagues, bringing you a variety of perspec...

Despite some falloff in consumer interest, anti-obesity drugs are still likely to have profound implications at both the macro and sectoral level. ----- 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 give you an update on the all important obesity...

The recent treasury rally signals that perhaps the U.S. fiscal trajectory isn't as challenging as bond investors had feared. ----- 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 impact of U.S. fiscal policy on marke...

AI could help video game companies boost engagement and consumer spending, but could also introduce competition by making it easier for new companies to enter the industry. ----- Transcription ----- Welcome to Thoughts on the Market. I'm Matt Cost from the Morgan Stanley US Internet Team. Along with my colleagues, bringing you a variety of perspectives, today I'll discuss how A.I could change the...