Cover image of Thoughts on the Market

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.

Podcast cover

Mike Wilson: Fiscal Policy Continues to Drive U.S. Economic and Market Performance

Mike Wilson: Fiscal Policy Continues to Drive U.S. Economic and Market Performance

While the Fed fights generationally high inflation, the U.S. economy continues to grow, supported by high levels of spen... Read more

14 Aug 2023

4mins

Podcast cover

U.S. Equities: Valuations Still Matter

U.S. Equities: Valuations Still Matter

While the Fed navigates a soft landing for the U.S. economy and stock valuations remain high, how can investors navigate... Read more

11 Aug 2023

9mins

Similar Podcasts

Podcast cover

Pharmaceuticals: The Investment Opportunity in Obesity Treatment

Pharmaceuticals: The Investment Opportunity in Obesity Treatment

A recent landmark study around weight-loss medicine could spark near-term growth opportunities in pharmaceuticals.----- ... Read more

10 Aug 2023

6mins

Podcast cover

Michael Zezas: The Impact of New Investment Limitations in China

Michael Zezas: The Impact of New Investment Limitations in China

Forthcoming U.S. restrictions on some tech investments in China may present new opportunities as companies adapt to thes... Read more

9 Aug 2023

2mins

Most Popular Podcasts

Podcast cover

Social Investing: The Future of Sustainability

Social Investing: The Future of Sustainability

The profound demographic changes underway in countries around the world will require innovative, socially focused soluti... Read more

8 Aug 2023

9mins

Podcast cover

U.S Housing: U.S Housing Market Remains Tight for Buyers

U.S Housing: U.S Housing Market Remains Tight for Buyers

The residential housing market continues to face limited inventory, low affordability and high mortgage rates, but the w... Read more

7 Aug 2023

5mins

Podcast cover

Andrew Sheets: Why Are Rates Up and Stocks Down?

Andrew Sheets: Why Are Rates Up and Stocks Down?

Moves by the Bank of Japan, the downgrade of the U.S. credit rating and new economic data may all have contributed to a ... Read more

4 Aug 2023

3mins

Podcast cover

Ron Kamdem: ‘Bifurcation’ in Global Office Real Estate Markets

Ron Kamdem: ‘Bifurcation’ in Global Office Real Estate Markets

While rate hikes and work from home are depressing office real estate in the U.S., the market is vast globally, and ther... Read more

3 Aug 2023

3mins

Podcast cover

Michael Zezas: How Will the U.S. Credit Downgrade Affect Markets?

Michael Zezas: How Will the U.S. Credit Downgrade Affect Markets?

The recent downgrade to Fitch's U.S. credit rating should have less of an impact on demand for bonds than the ongoing tr... Read more

3 Aug 2023

2mins

Podcast cover

Vishy Tirupattur: Corporate Credit Risks Remain

Vishy Tirupattur: Corporate Credit Risks Remain

While the U.S. economy appears on track to avoid a recession, investors should still consider the implications of an upc... Read more

1 Aug 2023

3mins

“Podium: AI tools for podcasters. Generate show notes, transcripts, highlight clips, and more with AI. Try it today at https://podium.page”