Thoughts on the Market

Our U.S. Thematic Strategist Michelle Weaver and U.S. Multi-Industry Analyst Chris Snyder discuss a North America Big Debate for 2026: Whether investments in efficiency and productivity will spark a transformation of U.S. manufacturing.  Read more  insights  from Morgan Stanley. ----- Transcript ----- Michelle Weaver:  Welcome to Thoughts on the Market. I'm Michelle Weaver, Mor...

Our Chief Fixed Income Strategists Vishy Tirupattur discusses the calm market reaction to the latest developments in Venezuela and the potential implications for oil, stocks and bonds. 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.  On today’s...

Our Global Head of Fixed Income Research Andrew Sheets takes a look at multiple indicators that are pointing on the same direction: strong growth for markets and the economy. 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.  Today I'm goi...

Our Head of U.S. Internet Research Brian Nowak and Andrew Percoco, Head of North America Autos and Shared Mobility Research, discuss why adoption of autonomous vehicles is likely to gain traction this year. Read more  insights  from Morgan Stanley. ----- Transcript ----- Brian Nowak:  Welcome to Thoughts on the Market. I'm Brian Nowak, Morgan Stanley's Head of U.S. Internet Research...

Our Chief Fixed Income Strategist Vishy Tirupattur is joined by Dan Toscano, the firm’s   Chairman of Markets in Private Equity, unpack how credit markets are changing—and what the AI buildup means for the road ahead. Read more  insights  from Morgan Stanley. ----- Transcript ----- Vishy Tirupattur: Welcome to Thoughts on the Market. I am Vishy Tirupattur, M...

Our Deputy Director of Global Research Michael Zezas and our U.S. Public Policy Strategist Ariana Salvatore discuss the implications of the U.S action in Venezuela for global markets, foreign and domestic policy. Read more  insights  from Morgan Stanley. ----- Transcript ----- Michael Zezas:  Welcome to Thoughts on the Market. I'm Michael Zezas, Deputy Global Head of Research for Mo...

Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses key catalysts that investors may be missing, but that are likely to boost U.S. equities in 2026. 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 th...

Our U.S. Economist Heather Berger discusses how larger tax refunds in 2026 could boost income and help support consumer balance sheets throughout the year. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market and Happy New Year! I’m Heather Berger, from Morgan Stanley’s US Economics Team. On today’s episode – why U.S. consumers can expect higher tax refu...

Original Release Date: November 25, 2025 Our Chief U.S. Economist Michael Gapen breaks down how growth, inflation and the AI revolution could play out in 2026. 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. Today I'll review our 2026 U.S. Economic Outlook an...

Original Release Date: December 3, 2025 Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas and Chief Global Cross-Asset Strategist Serena Tang address themes that are key for markets next year. Read more  insights  from Morgan Stanley. ----- Transcript ----- Michael Zezas:  Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Inco...

Original Release Date: November 13, 2025 Live from Morgan Stanley’s European Tech, Media and Telecom Conference in Barcelona, our roundtable of analysts discusses tech disruptions and datacenter growth, and how Europe factors in. Read more  insights  from Morgan Stanley. ----- Transcript ----- Paul Walsh:  Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's European...

Original Release Date: November 19, 2025 Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he continues to hold on to an out-of-consensus view of a growth positive 2026, despite near-term risks. 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 Stra...

Original Release Date: November 17, 2025 In the first of a two-part episode presenting our 2026 outlooks, Chief Global Cross-Asset Strategist Serena Tang has Chief Global Economist Seth Carpenter explain his thoughts on how economies around the world are expected to perform and how central banks may respond. Read more  insights  from Morgan Stanley. ----- Transcript ----- Serena Tang: &n...

Our Thematic and Equity Strategist Michelle Weaver and Power, Utilities, and Clean Tech Analyst David Arcaro discuss how investments in AI data centers are affecting electricity bills for U.S. consumers. 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...

Our Chief Cross-Asset Strategist Serena Tang discusses how current market conditions are challenging traditional investment strategies and what that means for asset allocation. Read more  insights  from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Serena Tang, Morgan Stanley’s Chief Cross-Asset Strategist. Today – does the 60/40 portfolio still make sense...

To conclude their two-part discussion, our Head of Corporate Credit Research Andrew Sheets and Chief Investment Officer for Morgan Stanley Wealth Management Lisa Shalett discuss the outlook for inflation and monetary policy, with implications for investment-grade credit. Read more  insights  from Morgan Stanley. ----- Transcript ----- Andrew Sheets:  Welcome to Thoughts on the Marke...

Our Head of Corporate Research Andrew Sheets and Chief Investment Officer for Morgan Stanley Wealth Management Lisa Shalett unpack what’s fueling persistent U.S. inflation and how investors could adjust their portfolios to this new landscape. Read more  insights  from Morgan Stanley. ----- Transcript ----- Andrew Sheets:  Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of...

Our Public Policy Strategists Michael Zezas and Ariana Salvatore break down key moves from the White House, U.S. Congress and Supreme Court that could influence markets 2026. Read more  insights  from Morgan Stanley. ----- Transcript ----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income Research and Public Policy Strategy. Ariana Salvatore...

Our Chief Fixed Income Strategist Vishy Tirupattur responds to some of the feedback from clients on Morgan Stanley’s 2026 global outlooks. 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.  Today, I consider the pushback we've received on o...

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains the significance of the Fed’s decision to resume buying $40 billion of Treasury bills monthly.   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...

Our Head of Corporate Credit Research Andrew Sheets explains why 2026 might bring a credit cycle that burns hotter before it burns out. Read more  insights  from Morgan Stanley. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts in the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Today I'm going to talk about our outlook for global credit markets...

Our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen discuss the Fed’s path as inflation remains above its target and the labor market continues cooling. Read more  insights  from Morgan Stanley. ----- Transcript ----- Matthew Hornbach:  Welcome to Thoughts on the Market. I'm Matthew Hornbach, Global Head of Macro Strategy.  Michael Gapen: &...

Our Chief Asia Economist Chetan Ahya and Chief China Equity Strategist Laura Wang unpack Asia’s broadening economic recovery and focus on China’s path to market stability in 2026. Read more  insights  from Morgan Stanley. ----- Transcript ----- Laura Wang: Welcome to Thoughts on the Market. I'm Laura Wang, Morgan Stanley's Chief China Equity Strategist. Chetan Ahya: And I'm Chetan Ahya,...

Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the key drivers, risks, and sector shifts shaping European equities in 2026.   Read more  insights  from Morgan Stanley. ----- Transcript ----- Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's Head of Research Product in Europe. Marina Zavo...

Mike Wilson, our CIO and Chief U.S. Equity Strategist, and Dan Skelly, Senior Investment Strategist at Morgan Stanley Wealth Management, discuss the outlook for the U.S. stock market in 2026 and the most significant themes for retail investors.  Read more  insights  from Morgan Stanley. ----- Transcript ----- Mike Wilson:  Welcome to Thoughts on the Market. I'm Mike Wilson. Mor...