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Thoughts on the Market

Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.

Ranked #1

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Mike Wilson: Are Markets Putting Stock in Trade?

Mike Wilson: Are Markets Putting Stock in Trade?

With corporate confidence softening, could movement on U.S.-China trade at the G20 be the catalyst for growth in the sec... Read more

24 Jun 2019

3mins

Ranked #2

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Mike Wilson: Equities Position for America’s Grand Reopening

Mike Wilson: Equities Position for America’s Grand Reopening

Although it remains to be seen how fast the U.S. can “re-open,” in the near term, markets may be betting on an economy t... Read more

20 Apr 2020

3mins

Similar Podcasts

Ranked #3

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Andrew Sheets: Let’s Say the Fed Cuts Rates in July…

Andrew Sheets: Let’s Say the Fed Cuts Rates in July…

Morgan Stanley's economics team now expects the Fed to cut interest rates by half a percent possibly as soon as July. On... Read more

21 Jun 2019

3mins

Ranked #4

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Andrew Sheets: What to Watch from the G20

Andrew Sheets: What to Watch from the G20

On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets shares three possible trade outcomes from the G20—and how... Read more

28 Jun 2019

3mins

Most Popular Podcasts

Ranked #5

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Andrew Sheets: Why We Think Risk/Reward Is Improving

Andrew Sheets: Why We Think Risk/Reward Is Improving

Although the sell-off may not be over and the global economy has tough days ahead, a growing number of factors suggest t... Read more

19 Mar 2020

3mins

Ranked #6

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Andrew Sheets: Coronavirus: Are Markets Overreacting?

Andrew Sheets: Coronavirus: Are Markets Overreacting?

Global equity markets have endured several days of losses as worries over the coronavirus continue. The question for man... Read more

27 Feb 2020

3mins

Ranked #7

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Mike Wilson: Weighing Fed Intervention, Geopolitics

Mike Wilson: Weighing Fed Intervention, Geopolitics

On today's episode, As 2020 begins, central bank moves and reawakened geopolitical risk promise to be key market catalys... Read more

7 Jan 2020

3mins

Ranked #8

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Mike Wilson: 2020 and the Return to Reflation

Mike Wilson: 2020 and the Return to Reflation

On today's episode, why escalating labor costs, deglobalization and central bank policies may mean positioning portfolio... Read more

23 Dec 2019

4mins

Ranked #9

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Mike Wilson: The Return of the Secular Bull Market?

Mike Wilson: The Return of the Secular Bull Market?

On this episode, Chief Investment Officer Mike Wilson shares three reasons why equities markets have rallied over the pa... Read more

11 Nov 2019

3mins

Ranked #10

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Andrew Sheets: Can Sentiment Alone Drive Markets Higher?

Andrew Sheets: Can Sentiment Alone Drive Markets Higher?

On today's episode, Optimism in markets has risen significantly over the past three weeks. But Chief-Across Asset Strate... Read more

25 Oct 2019

3mins

Ranked #11

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Andrew Sheets: As 2020 Begins, Investors Get Optimistic

Andrew Sheets: As 2020 Begins, Investors Get Optimistic

On today's episode, Skepticism was the prevailing investor attitude for most of 2019, but what a difference a quarter ca... Read more

24 Jan 2020

3mins

Ranked #12

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Mike Wilson: Markets Face a “Sell the News” Moment

Mike Wilson: Markets Face a “Sell the News” Moment

On today’s podcast, Chief Investment Officer Mike Wilson asks whether the Fed rate cut and reemergence of trade tensions... Read more

5 Aug 2019

3mins

Ranked #13

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Andrew Sheets: The Comfort of Market Patterns

Andrew Sheets: The Comfort of Market Patterns

Although current market swings suggest that we are in serious, unpredictable times, a look through market history may re... Read more

13 Mar 2020

3mins

Ranked #14

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Mike Wilson: Are U.S. Equities Defying Gravity?

Mike Wilson: Are U.S. Equities Defying Gravity?

On today’s episode, a curious paradox: Although major indices are making new highs, many defensive stocks are leading th... Read more

28 Oct 2019

3mins

Ranked #15

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Mike Wilson: Amid New Highs, Uncertainty Remains

Mike Wilson: Amid New Highs, Uncertainty Remains

On this episode, Chief Investment Officer Mike Wilson says the jury may be out on whether we’re at a trough for the U.S.... Read more

4 Nov 2019

3mins

Ranked #16

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Mike Wilson: The End of The Cyclical Bear Market?

Mike Wilson: The End of The Cyclical Bear Market?

Just three months ago, market expectations were likely overoptimistic. That's how tops are made. Today, they are maybe t... Read more

16 Mar 2020

4mins

Ranked #17

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Mike Wilson: Will the Fed Surprise on a Rate Cut?

Mike Wilson: Will the Fed Surprise on a Rate Cut?

On today’s podcast, Chief Investment Officer Mike Wilson gauges the reaction to a potential Wednesday Fed rate cut. Have... Read more

29 Jul 2019

3mins

Ranked #18

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Michael Zezas: U.S.-China Trade: The Outlook for Fall

Michael Zezas: U.S.-China Trade: The Outlook for Fall

On today's episode, A number of trade-related events on the fall calendar could mean progress—or an escalation—on the tr... Read more

2 Oct 2019

2mins

Ranked #19

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Michael Zezas: Indirect Impacts

Michael Zezas: Indirect Impacts

In today’s podcast, Head of U.S. Public Policy strategy Michael Zezas discusses how the great debate playing out in mark... Read more

26 Jun 2019

3mins

Ranked #20

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Andrew Sheets: The Yield Curve Inverts for a Reason

Andrew Sheets: The Yield Curve Inverts for a Reason

On today’s podcast, Chief Across-Asset Strategist Andrew Sheets shares three takeaways from this week’s inversion of the... Read more

16 Aug 2019

3mins

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