Thoughts on the Market

Our analysts Ariana Salvatore and Erin Wright explain the pivotal role of healthcare in negotiations to end the government shutdown. Read more  insights  from Morgan Stanley. ----- Transcript ----- Ariana Salvatore:  Welcome to Thoughts on the Market. I'm Ariana Salvatore, Morgan Stanley's U.S. Public Policy Strategist.  Erin Wright:  And I'm Erin Wright, U.S. Healthcare S...

Our Head of Corporate Credit Research Andrew Sheets explains why the recent revival of M&A activity has room to accelerate. 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 discussion of merger and acquisition activity or...

Our U.S. Biotech and Biopharma analysts Sean Laaman and Terence Flynn discuss the latest developments that could be positioning the healthcare sector for strong outperformance. Read more  insights  from Morgan Stanley. ----- Transcript ----- Sean Laaman:  Welcome to Thoughts on the Market. I'm Sean Laaman, Morgan Stanley's U.S. Small and Mid-Cap Biotech Analyst.  Terence Flynn:...

Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses the outlook for stocks after the preliminary U.S.-China trade agreement and ahead of the Fed meeting and big tech earnings. 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 po...

Our U.S. Software Analyst Sanjit Singh explains how AI is reshaping software development and why the future for the sector may be brighter – and busier – than ever. Read more  insights  from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Sanjit Singh, the U.S. Software Analyst at Morgan Stanley. Today: how AI is transforming software and what that means for...

Our Head of Corporate Credit Research Andrew Sheets wades into the debate around whether the boom in artificial intelligence investment is a warning sign for credit markets.  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 – the...

Our analysts Brian Nowak, Keith Weiss and Matt Bombassei break down the most important tech insights from Morgan Stanley’s Spark Private Company Conference and industry shifts that will likely shape 2026 and beyond.  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...

Our Global Head of Fixed Income Research and Public Policy Michael Zezas discuss the latest developments in U.S.-China relations and how they could affect investors. 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 tal...

As the S&P 500 continues to rally, our CIO and Chief U.S. Equity Strategist Mike Wilson discusses three factors that could lead to a stock market correction in the near term. 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 b...

Our U.S. Public Policy Strategist Ariana Salvatore unpacks how China’s announced rare earth export controls and signals of sweeping U.S. tariffs could impact global supply chains, markets and economic growth. Read more  insights  from Morgan Stanley. ----- Transcript -----   Ariana Salvatore:  Welcome to Thoughts on the Market. I'm Ariana Salvatore, Morgan Stanley's U.S. P...

With Morgan Stanley’s European Leveraged Finance Conference underway, our Head of Corporate Credit Research Andrew Sheets joins Chief Fixed Income Strategist Vishy Tirupattur to discuss private credit, M&A activity and AI infrastructure. Read more  insights  from Morgan Stanley. ----- Transcript -----   Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, He...

Political developments in Japan and France have brought more volatility to sovereign debt markets. Our Global Economist Arunima Sinha highlights the risks investors need to watch out for. Read more  insights  from Morgan Stanley. ----- Transcript -----   Political developments in Japan and France have brought more volatility to sovereign debt markets. Our Global Economist Aruni...

Our Chief Asia Economist Chetan Ahya discusses how youth unemployment will impact future growth and stability across China, India, and Indonesia. Read more  insights  from Morgan Stanley. ----- Transcript -----   Welcome to Thoughts on the Market. I’m Chetan Ahya, Morgan Stanley’s Chief Asia Economist.  Today – Asia’s young workforce is facing a significant challenge. How...

Morgan Stanley analysts Betsy Graseck and Michael Cyprys discuss what’s driving unprecedented consolidation for asset and wealth management firms. Read more  insights  from Morgan Stanley. ----- Transcript -----   Betsy Graseck: Welcome to Thoughts on the Market. I'm Betsy Graseck, Morgan Stanley's U.S. Large Cap Banks Analyst and Global Head of Banks and Diversified Finance Re...

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 Michelle Weaver, Morgan Stanley's U.S. T...

Diving into the history of Morgan Stanley’s first bond deal, our Head of Corporate Credit Research Andrew Sheets explains the value of high-quality corporate bonds. 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.  T...

An extended U.S. government shutdown raises the risk for weaker growth potential. Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas suggests key checkpoints that investors should keep in mind. Read more  insights  from Morgan Stanley. ----- Transcript -----     Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income...

Our Fixed Income Strategist Vishy Tirupattur explains how changes in the yield curve are affecting markets such as insurance, Treasury yields and mortgage rates. 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 – How the...

Our strategists Daniel Blake and Tim Chan discuss how Asia is adapting to multipolar world dynamics, tech innovation and longevity trends to create new opportunities for global investors. Read more  insights  from Morgan Stanley. ----- Transcript -----     Daniel Blake:  Welcome to Thoughts on the Market. I'm Daniel Blake, Morgan Stanley's Asia Equity and Thematic Str...

Have you ever wondered -- How much do I really need to retire early and am I on track? How do I balance all of my financial goals? How can I help my children be financially secure? Tune into Season 3 of What Should I Do With My Money , hosted by Morgan Stanley Wealth Management’s Jamie Roô to hear real-life stories about these and other big financial questions.

Our China Healthcare Analyst Jack Lin discusses how China’s biotech surge is reshaping healthcare, investment and innovation worldwide. Read more  insights  from Morgan Stanley. ----- Transcript -----  Jack Lin:  Welcome to Thoughts on the Market. I'm Jack Lin, from Morgan Stanley's China Healthcare Team.  Today, the boom in China biotech – and how it's not just a headline...

Our Chief China Equity Strategist Laura Wang discusses how China’s new approach to economic development is transforming domestic industries and reshaping the global investment landscape. Read more  insights  from Morgan Stanley. ----- Transcript -----  Welcome to Thoughts on the Market. I’m Laura Wang, Morgan Stanley’s Chief China Equity Strategist. Today – a consequential shift in...

In the second of a two-part episode, Morgan Stanley’s chief economists talk about their near-term U.S. outlook based on tariffs, labor supply and the Fed’s response. They also discuss India’s path to strong economic growth. Read more  insights  from Morgan Stanley. ----- Transcript -----  Seth Carpenter:  Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's G...

Morgan Stanley’s chief economists discuss how policymakers in China, Japan and the European Union are addressing slower growth, deflation or the return of inflationary pressures. Read more  insights  from Morgan Stanley. ----- Transcript -----  Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist. Well, a lot has changed sinc...

Despite large deficits, booming capital expenditures and a looser regulatory environment, the Fed appears poised to cut rates further to support the slowing labor market. This could set the stage for a level of corporate risk-taking not seen since the 1990s. Read more  insights  from Morgan Stanley. ----- Transcript -----  Andrew Sheets:  Welcome to Thoughts on the Market. I'm...