Thoughts on the Market

Our Head of Public Policy Research Ariana Salvatore breaks down what’s being discussed by policymakers around the world to try to cap the oil price spike.   Read more  insights  from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Ariana Salvatore, Head of Public Policy Research.  Today, I’ll be talking about the ongoing conflict in...

Our Global Commodities Strategist Martijn Rats discusses how the Strait of Hormuz shutdown has created a deep air pocket that will likely keep markets tighter and prices higher for longer than many expect. Read more  insights  from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Martijn Rats, Morgan Stanley’s Global Commodities Strategist. Today – an update...

Our Asia Energy Analyst Mayank Maheshwari discusses how the conflict in the Middle East is sending ripple effects through Asia’s energy, power and food systems. Read more  insights  from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Mayank Maheshwari, Morgan Stanley’s research analyst covering energy markets in India and Southeast Asia. Toda...

As the Iran conflict upends market narratives, our Global Head of Fixed Income Research Andrew Sheets offers his take on how to view the historic disruption happening in March and what the next few weeks could bring. Read more  insights  from Morgan Stanley. ----- Transcript ----- Andrew Sheets:  Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income...

Live from Morgan Stanley’s European Financials Conference, our Head of European Banks Alvaro Serrano and European Equity Research Banks Analyst Giulia Aurora Miotto discuss how geopolitics, private credit risk and AI are testing how resilient banks really are. Read more  insights  from Morgan Stanley. ----- Transcript ----- Alvaro Serrano:  Welcome to Thoughts on the Marke...

A prolonged oil disruption is pushing gas prices higher. Arunima Sinha from our U.S. and Global Economics team joins Head of U.S. Policy Strategy Ariana Salvatore to discuss what that means for consumer spending, inflation expectations and the U.S. midterm elections. Read more  insights  from Morgan Stanley. ----- Transcript ----- Arunima Sinha: Welcome to Thoughts on the Marke...

Morgan Stanley MUFG ’s Japan Equity Strategist Sho Nakazawa talks about the sectors that are leading the current rebound of Japanese stocks and why these gains may be more than a cyclical shift. Read more  insights  from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Sho Nakazawa, Japan Equity Strategist at Morgan Stanley MUFG Securities. Today: How Japan’s...

With volatility and oil prices up while Fed policy is easing, our CIO and Chief U.S. Equity Strategist Mike Wilson breaks down why today’s selloff is giving flashbacks to March 2025—and why he believes his bull case still holds. Read more  insights  from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and...

Our Head of Asia Technology Research Shawn Kim explains what disruptions to shipping in the Strait of Hormuz could mean for the global semiconductor supply chain and the immediate future of AI infrastructure. Read more  insights  from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Shawn Kim, Head of Morgan Stanley’s Asia Technology Team. Today: why the Stra...

Our co-heads of Securitized Products Research Jay Bacow and James Egan discuss the impact of upcoming regulatory changes on U.S. mortgage rates and home sales. Read more  insights  from Morgan Stanley. ----- Transcript ----- Jay Bacow:  It is March and there's some madness going on. I'm Jay Bacow, here with Jim Egan, noted Wahoo Wa fan.  James Egan:  Hey, it looks like Vir...

Our analysts Andrew Sheets and Martijn Rats discuss why a prolonged disruption of oil flow through the Strait of Hormuz would be unprecedented—and nearly impossible for the market to absorb. 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. Martijn R...

Our Chief Cross-Asset Strategist Serena Tang discusses how rising oil prices and geopolitical tensions could make stocks and bonds move in the same direction, challenging one of the key principles of portfolio diversification. Read more  insights  from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Serena Tang, Morgan Stanley’s Chief Cross-Asset Strategist....

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why history, technicals and fundamentals suggest a clearer runway for U.S. stocks six months out, despite geopolitical concerns. 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. &n...

In the second of our two-part panel discussion from Morgan Stanley’s TMT conference, our analysts break down the complexity of financing AI’s infrastructure and the technological disruption happening across industries. Read more  insights  from Morgan Stanley. ----- Transcript ----- Michelle Weaver:  Welcome back to Thoughts on the Market, and welcome to part two of our conversation...

Live from Morgan Stanley’s TMT conference, our panel break down where AI is already delivering real returns—and where rapid advances are raising new risks. Read more  insights  from Morgan Stanley. ----- Transcript ----- Michelle Weaver: Welcome to Thoughts on the Market. I'm Michelle Weaver, U.S. Thematic and Equity Strategist here at Morgan Stanley. Today we've got a special episode on...

Our Deputy Global Head of Research Michael Zezas and Head of Public Policy Research Ariana Salvatore assess the potential market outcomes of the Middle East conflict, weighing its possible duration and economic impact. Read more  insights  from Morgan Stanley. ----- Transcript ----- Michael Zezas:  Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Deputy Global...

Our Hong Kong/China Transportation & Infrastructure Analyst Qianlei Fan discusses how China’s travel industry is shifting from a post-pandemic rebound to a multi-year expansion. Read more  insights  from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Qianlei Fan, Morgan Stanley’s Hong Kong / China Transportation Analyst. Today, I'll share my though...

Our Chief Fixed Income Strategist Vishy Tirupattur and U.S. Head of Credit Strategy Vishwas Patkar discuss the implications of private credit’s exposure to the software industry. 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.  Vishwas Pa...

Our Deputy Head of Global Research Michael Zezas and Stephen Byrd, Global Head of Thematic and Sustainability Research, discuss how the U.S. is positioning AI as a pillar of geopolitical influence and what that means for nations and investors. Read more  insights  from Morgan Stanley. ----- Transcript ----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zeza...

Our Global Commodities Strategist Martijn Rats discusses the geopolitical drivers behind the recent spike in oil prices and outlines four Iran scenarios. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Martijn Rats, Morgan Stanley’s Global Commodities Strategist. Today – what’s fueling the latest oil market rally. It’s Thursday, February 26th,...

Original Release Date: Feb 6, 2026 Our Global Head of Fixed Income Research Andrew Sheets and Global Chief Economist Seth Carpenter unpack the inner workings of the Federal Reserve to illustrate the challenges that Fed chair nominee Kevin Warsh may face. Read more  insights  from Morgan Stanley. ----- Transcript ----- Andrew Sheets:  Welcome to Thoughts on the Market. I'm Andrew She...

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he still believes in a growth cycle for equity markets, even as investors show growing concerns around AI. Read more  insights  from Morgan Stanley. ----- Transcript ----- Mike Wilson:  Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief U.S. Equity Strategist.  Today on the podcast...

The Supreme Court's latest ruling on tariffs has thrown existing trade agreements into uncertainty. Our Head of Public Policy Research Ariana Salvatore and Arunima Sinha, from the U.S and Global Economics teams break down the fallout. Read more  insights  from Morgan Stanley. ----- Transcript ----- Ariana Salvatore:  Welcome to Thoughts on the Market. I'm Ariana Salvatore, Head of P...

Our Head of European Sustainability Research Rachel Fletcher talks about how AI’s is quickly reshaping employment and productivity across key industries and regions. Read more  insights  from Morgan Stanley. ----- Transcript ----- Rachel Fletcher:  Welcome to Thoughts on the Market. I am Rachel Fletcher, Head of European Sustainability Research at Morgan Stanley.  Today, how AI...

Our Global Head of FX and EM Strategy James Lord and Global Chief Economist Seth Carpenter discuss what’s driving the U.S. policy for the dollar and the outlook for other global currencies. Read more  insights  from Morgan Stanley. ----- Transcript ----- James Lord:  Welcome to Thoughts on the Market. I’m James Lord, Global Head of FX and EM Strategy at Morgan Stanley.  Seth Ca...