Thoughts on the Market
Morgan Stanley
Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
Episodes
Mentioned books
May 22, 2020 • 7min
Special Episode: All Hail the U.S. Consumer
Will pent-up demand from U.S. consumers help drive a recovery from the coronavirus recession? A special conversation with our Chief Investment Officer and Chief U.S. Economist.
May 21, 2020 • 3min
Andrew Sheets: The Case for the Return of Inflation
Why would inflation rise since the current recession means an acute shortage of demand for goods and services? Chief Cross-Asset Strategist Andrew Sheets explains.
May 20, 2020 • 2min
Michael Zezas: The Mechanics of Fiscal Stimulus
Congress is weighing another round of fiscal stimulus, possibly by July. But the dynamics of passage in an election year could mean a narrow window to take action.
May 18, 2020 • 4min
Mike Wilson: Financial Repression Is Alive and Well
Current stock market price patterns look surprisingly similar to 2009 and the global financial crisis. The big difference for investors may be the knock-on effect of low interest rates.
May 15, 2020 • 3min
Andrew Sheets: Are Negative Interest Rates Coming to the U.S. and UK?
As markets have begun to price expectations for negative rates in Britain and the U.S., Chief Cross-Asset Strategist Andrew Sheets breaks down the potential impact on consumers, savers and economic growth.
May 14, 2020 • 10min
Special Episode: Lessons and Limits of China’s Recovery
What China’s rebound from COVID-19 can—and can’t—tell us about the path, speed and pitfalls of economic reopening for other countries. Chief China Economist Robin Xing and Chief Cross-Asset Strategist Andrew Sheets look at the data, lessons so far, and how the country has had to modify its crisis playbook.
May 13, 2020 • 3min
Michael Zezas: COVID-19 Sparks Renewed U.S.-China Trade Tensions
Can the Phase One trade deal détente stand, or will the U.S. and China return to a cycle of escalating tariffs that may impact prospects of a rebound in economic growth? Michael Zezas, Head of Public Policy Research and Municipal Strategy, takes a closer look.
May 11, 2020 • 4min
Mike Wilson: U is for Unicorn
Amid investor speculation about the shape of a recovery, Chief Investment Officer Mike Wilson urges a standard recession playbook.
May 8, 2020 • 10min
Special Episode, Part 2: Markets Eye Climbing Government Deficits
How should an investor evaluate the issue of high levels of government debt as nations battle the impact of the coronavirus? A deep dive into the debate.
May 7, 2020 • 8min
Special Episode: Recovering from the Stimulus
How can we best coordinate policy to support a timely recovery and what lessons can we learn from the past? Chief Global Economist Chetan Ahya and Chief Cross Asset Strategist Andrew Sheets discuss the policy path back from the global economic crisis brought on by COVID-19.
