Thoughts on the Market

On today’s podcast, would stock markets be full steam ahead with a healthy dose of Fed rate cuts or a lack of concerns over trade? Chief Investment Officer Mike Wilson provides some much needed perspective on the rising risks of recession.

On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets dives into a key debate on the U.S. economy: How could the risk of recession be rising when consumer activity is so strong?

On today’s podcast: Amid a bond rally and stock volatility, August has been quite a ride. How should investors think about their allocations? Analysis from Michael Zezas, Head of Public Policy and Municipal Strategy.

Mike Wilson is off this week. Please check back Wednesday for more Thoughts on the Market. 

On today’s podcast, Chief Across-Asset Strategist Andrew Sheets shares three takeaways from this week’s inversion of the yield curve, historically the signal of a possible recession.

On today’s podcast, Head of U.S. Public Policy and Municipal Strategy Michael Zezas explains how the challenges facing U.S. farmers can provide insight on the current bond market.

On today’s podcast, Chief Investment Officer Mike Wilson identifies several catalysts that could drive increased Q3 volatility. Are markets still facing a correction this quarter?

On today’s podcast, Chief Cross Asset Strategist Andrew Sheets looks at how the expectations markets are placing on central banks, as much as the actions of the banks themselves, are affecting outcomes.

On this episode, Head of Public Policy Research Michael Zezas walks investors through the current impasse on U.S.-China trade. How might new tariffs heighten downside risks for the U.S. economy?

On today’s podcast, Chief Investment Officer Mike Wilson asks whether the Fed rate cut and reemergence of trade tensions rattled markets or simply revealed the possibility of deteriorating fundamentals.

On today's podcast, Markets met the Fed rate cut with a collective shrug. Could investor expectations make it harder for the Fed to succeed? Chief Cross-Asset Strategist Andrew Sheets provides analysis.

On today’s podcast, Head of U.S. Public Policy Michael Zezas examines how continued trade policy uncertainty is weighing on corporate confidence and spending. Is a turning point ahead?

On today’s podcast, Chief Investment Officer Mike Wilson gauges the reaction to a potential Wednesday Fed rate cut. Have markets already priced in any rally?

Morgan Stanley's Carla Harris talks with Charles Hudson, founder and Managing Partner at Precursor Ventures, a seed-stage investor bringing an institutional perspective to startups in the earliest stages of their development.

On today’s podcast, Head of Public Policy and Municipal Strategy Michael Zezas considers the debate between the consensus view of a potential 25 basis point Fed rate cut vs a 50 basis point cut.

On today’s podcast, Chief Investment Officer Mike Wilson says what matters for markets now isn't how much the Fed or other central banks could cut—but why they would cut.

On today’s podcast, Chief Cross-asset Strategist Andrew Sheets digs into three key debates around central bank policy expectations, valuations and investor sentiment.

On today’s podcast, Head of U.S. Public Policy research Michael Zezas asks “Would a Democratic presidential win mean the end of the road for private health care insurance?

On today’s podcast, Chief Investment Officer Mike Wilson says a sustained breakout above 3,000 has eluded the S&P 500. Will the Fed’s potential rate cut be the catalyst?

On this episode, Chief Cross-Asset Strategist Andrew Sheets examines the models for stock performance, and how they are all leading to a similar conclusion. 

On today’s podcast, as the 2020 Election nears, healthcare reform is a central debate once again. Head of U.S. Public Policy Michael Zezas shares potential outcomes for patients—and investors.

On today’s podcast, Chief Investment Officer Mike Wilson says markets are typically savvy on how and when to price news events. But are markets overlooking some potential bad news?

On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets says that while conditions could line up for market success, the variables that need to align are many and diverse.  

On today’s podcast, Head of U.S. Public Policy Michael Zezas says a pause on trade tariffs should be good news for markets and growth, but is the path forward any clearer?

On today’s podcast, markets are cheering this weekend’s pause on U.S.-China trade tensions. But is the potential progress enough to extend the longest business cycle in history?