Thoughts on the Market

Recent increases in the Fed’s balance sheet may not have the same impact on money supply, growth and equities as in previous cycles. ----- 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 f...

Given recent signs of slowing in a previously strong economy, investors may want to look to history before wishing for weaker growth. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cross-Assets 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 ho...

As regional banks contend with sector volatility, commercial real estate could face challenges in securing new loans and refinancing debt when it matures. ----- Transcript ----- Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about some of the challenges facin...

Many investors are questioning if the online dating market has become saturated and, in turn, if there is still a growth runway for the industry. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Lauren Schenk, Equity Analyst covering Small and Mid-Cap Internet stocks. Along with my colleagues bringing you a variety of perspectives, today I'll discuss the next leg of growth for the onl...

If you're a listener to Thoughts on the Market you may be interested in our new podcast: What Should I Do With My Money?  ---------------- Managing our money can be ... a lot. It's one of the most important aspects of our lives, and yet, many of us just muddle through, without any help, hoping that we haven’t made a mistake.  It doesn’t have to be that way. At Morgan Stanley, we help peo...

Amid uncertainty in the global banking sector, are European equities a safe haven for investors to weather the storm? ----- 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 implications on European equities from the increased unce...

After the events of the past few weeks, earnings estimates look increasingly unrealistic and the bear market may finally be ready to appropriately factor-in elevated earning risks. ----- 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,...

As markets contend with the recent volatility in the banking sector, global central banks face the challenge of continuing to combat inflation against this updated backdrop. 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, Chief Cross-Asset Strategist for Morgan...

Original Release on February 6th, 2023: As 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 Fly...

As investors focus on the risks of debt, can Emerging Markets combat pressure from wide fiscal deficits? Global Head of Fixed Income and Thematic Research Michael Zezas, Global Head of EM Sovereign Credit Strategy Simon Waever and Global Economics Analyst Diego Anzoategui discuss. ----- Transcript ----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Global He...

Against the backdrop of volatility in the banking sector, tightening in consumer and commercial credit may have far-reaching impacts for economic growth. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Vishy Tirupattur, Chief Fixed Income Strategist here at Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about the impact of the curren...

As markets look to recent bank failures, how are valuations for both stocks and bonds likely to change with this risk to growth? ----- 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 finan...

As Europe commits to net-zero carbon emissions by 2050, one hurdle will be the energy emissions caused by buildings’ operations. What investment opportunities might come from energy renovation? European Building and Construction Equity Analyst Ceder Ekblom and European Property Analyst Sebastian Isola discuss.  ----- Transcript ----- Cedar Ekblom: Welcome to Thoughts on the Market. I'm Cedar...

Investors’ renewed concerns around the banking system should have a variety of impacts on fixed-income investment. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income 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. I...

As cryptocurrency has seen some of its major players topple, policy makers have set their sights on regulation. So what are some of the possible scenarios for crypto policy? U.S. Public Policy Researcher Ariana Salvatore and Head of Cryptocurrency Research Sheena Shah discuss. Digital assets, sometimes known as cryptocurrency, are a digital representation of a value that function as a medium of ex...

While oil and gas prices generally move in similar directions, their current situation has deviated from market norms. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Martijn Rats, Morgan Stanley's Global Commodities Strategist. Along with my colleagues, bringing you a variety of perspectives, today I'll give you an update on the global oil and gas markets. It's Tuesday, March 14th a...

Banking news and other market pressures are leading some depositors to move funds from traditional banks to higher-yielding securities. How will this affect economic growth and equity prices? ----- 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 per...

As the advancement of generative AI takes off, how might this inflection point in technology impact markets, companies, and investors alike? Equity Analyst and Head of U.S. Internet Research Brian Nowak and Head of the U.S. Software Research Team Keith Weiss discuss. ----- Transcript ----- Brian Nowak: Welcome to Thoughts on the Market. I'm Brian Nowak, Equity Analyst and Head of U.S. Internet Res...

While the U.S. has surprised investors with its economic resilience, new labor market and retail sales data could challenge this continued strength. ----- 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 l...

While there is some skepticism that Asia’s growth will outperform this year, there are a few promising indicators that investors may want to keep in mind. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Chetan Ahya, Chief Asia Economist at Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, today I'll be discussing how Asia's growth is bouncing back. It'...

Original Release on February 24th, 2023: As short-term bond yields continue to rise, what impact does this comparatively high yield have on the broader market? ----- 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 i...

While equity markets continue to rally, the key to the end of the bear market may be in the fundamentals. ----- 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...

The way companies and individuals spend their money has changed in the wake of the COVID pandemic. How might market leadership shift as a result and will new market winners come into focus? Chief Cross-Asset Strategist Andrew Sheets and Chief Investment Officer for Wealth Management Lisa Shalett discuss. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Ch...

The COVID pandemic changed the way the U.S. engages with work, but how will these shifts impact structural changes to capital investment? Chief Cross-Asset Strategist Andrew Sheets and Chief Investment Officer for Wealth Management Lisa Shalett discuss. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cross-Asset Strategist for Morgan Stanley Resear...

After the passing of the Inflation Reduction Act in the U.S., other countries may be looking to invest more in their own energy transitions. ----- 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 betwee...