Thoughts on the Market

Live from the Morgan Stanley Global Consumer & Retail Conference, our analysts discuss how AI is reshaping the future of shopping in the U.S. Read more  insights  from Morgan Stanley. ----- Transcript ----- Michelle Weaver:  Welcome to Thoughts on the Market. We're coming to you live from Morgan Stanley's Global Consumer and Retail Conference in New York City, where we have more...

Live from the Morgan Stanley Global Consumer & Retail Conference in New York, our analysts discuss the latest macro trends and pressures impacting the U.S. consumer. Read more  insights  from Morgan Stanley. ----- Transcript ----- Michelle Weaver:  Welcome to Thoughts on the Market. We're coming to you live from Morgan Stanley's Global Consumer and Retail Conference in New York...

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 Income Research and Public Policy Strategy. Serena...

Our South Asia Energy Analyst Mayank Maheshwari discusses how the unprecedented demand to power AI is set to transform the power industry for years to come. Read more  insights  from Morgan Stanley. ----- Transcript ----- Mayank Maheshwari:  Welcome to Thoughts on the Market. I’m Mayank Maheshwari, Morgan Stanley’s South Asia Energy Analyst.  Today: how AI and electrification a...

Our Co-Heads of Securitized Product Research Jay Bacow and James Egan discuss the outlook for mortgage rates and the U.S. housing market in 2026. Read more  insights  from Morgan Stanley. ----- Transcript ----- Jay Bacow:  Jim, why did the cranberry turn red?  James Egan:  Please enlighten me.  Jay Bacow:  Because it saw the turkey dressing.   Jay Bacow: &nb...

Original Release Date: October 31, 2025 Our Japan Financials Analyst Mia Nagasaka discusses how the country’s new stablecoin regulations and digital payments are set to transform the flow of money not only locally, but globally. Read more  insights  from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Mia Nagasaka, Head of Japan Financials Research at M...

Original Release Date: October 10, 2025 Our U.S. Thematic and Equity Strategist Michelle Weaver discusses how the largest intergenerational wealth transfer in history could reshape saving, spending and investment behavior across America. Read more  insights  from Morgan Stanley. ----- Transcript -----      Michelle Weaver:  Welcome to Thoughts on the Market. I'm...

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 and what it means for growth, inflation, jo...

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors might want to reassess their portfolios, keeping in mind the gap between market moves and monetary policy. 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, why...

As market murmurs about an AI bubble, our Head of Corporate Credit Research Andrew Sheets offers some perspective on the impacts of the increasing demand for debt. Read more  insights  from Morgan Stanley. ----- Transcript ----- Andrew Sheets:  Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley.  Today, a look at a very dif...

Live from Morgan Stanley’s Asian Pacific Summit, our Chief Fixed Income Strategist Vishy Tirupattur explains why micro trends are likely to be more on focus than macro shocks next year. 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, coming to...

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 Strategist.  Today I’ll discuss our outl...

Our Chief Global Economist Seth Carpenter and Global Cross-Asset Strategist Serena Tang return to conclude their two-part episode on 2026 outlooks and explain why the market environment is turning in favor of risk assets, especially U.S. stocks. Read more  insights  from Morgan Stanley. ----- Transcript ----- Seth Carpenter: Welcome to Thoughts in the Market. I'm Seth Carpenter, Mor...

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:  Welcome to Thoughts on the Market. I'...

Michael Zezas, our Global Head of Fixed Income Research and Public Policy Strategy, highlights what investors need to watch out for ahead of next year’s U.S. congressional elections. Read more  insights  from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Michael Zezas, Global Head of Fixed Income Research and Public Policy Strategy. Today, we’re tackling a...

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 Head of Research Product.  Today we...

Live from Morgan Stanley’s European Tech, Media and Telecom conference in Barcelona, our roundtable of analysts discuss artificial intelligence in Europe, and how the region could enable the Agentic AI wave. Read more  insights  from Morgan Stanley. ----- Transcript ----- Paul Walsh:  Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's European head of research product. W...

Our Research Analyst Michael Cyprys joins Wealth Management Strategist Denny Galindo to discuss how and why cryptocurrencies are transitioning from niche speculation to portfolio staples.  Read more  insights  from Morgan Stanley. ----- Transcript ----- Michael Cyprys: Welcome to Thoughts on the Market. I'm Mike Cyprys, Head of U.S. Brokers, Asset Managers and Exchang...

Our CIO and Chief U.S. Equity Strategist Mike Wilson unpacks why stocks are likely to stay resilient despite uncertainties related to Fed rates, government shutdown and tariffs. 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...

Our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach discuss potential next steps for the FOMC and the risks to their views from the U.S. government shutdown. 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: And I'm...

Earlier this week, the U.S. Supreme Court heard a case challenging the current administration’s tariff policy. Our Head of Fixed Income Research and Public Policy Research explains the potential magnitude of the case’s outcome for markets. Read more  insights  from Morgan Stanley. ----- Transcript ----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of F...

Concluding a two-part roundtable discussion, our global heads of Research, Thematic Research and Firmwide AI focus on the human impacts of AI adoption in the workplace. Read more  insights  from Morgan Stanley. ----- Transcript ----- Kathryn Huberty:  Welcome to Thoughts in The Market, and to part two of our conversation on AI adoption. I'm Katy Huberty, Morgan Stanley's Global Head...

In the first of a two-part roundtable discussion, our Global Head of Research joins our Global Head of Thematic Research and Head of Firmwide AI to discuss how the economic and labor impacts of AI adoption. Read more  insights  from Morgan Stanley. ----- Transcript ----- Kathryn Huberty: Welcome to Thoughts on the Market. I'm Katy Huberty, Morgan Stanley's Global Head of Research, and I'...

Our CIO and Chief U.S. Equity Strategist Mike Wilson looks at buying opportunities approaching year-end, as U.S. trade policy and the Fed find middle ground. 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 I’ll be discussing recent...

Our Japan Financials Analyst Mia Nagasaka discusses how the country’s new stablecoin regulations and digital payments are set to transform the flow of money not only locally, but globally. Read more  insights  from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Mia Nagasaka, Head of Japan Financials Research at Morgan Stanley MUFG Securities.  Tod...