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
Oct 28, 2019 • 3min
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 the pack. Chief Investment Officer Mike Wilson explains why.
Oct 25, 2019 • 3min
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 Strategist Andrew Sheets asks, “Is optimism enough?”
Oct 23, 2019 • 2min
Michael Zezas: Could “Phase One” Be the Turning Point?
On this episode, Head of U.S. Public Policy Michael Zezas explains why a global growth rebound could largely hinge on trade negotiations ahead of the December 15th tariffs.
Oct 21, 2019 • 4min
Mike Wilson: 5 Pockets of Opportunity for Equities Investors
On today's episode, Chief Investment Officer Mike Wilson says investors may want to steer clear of expensive growth stocks in favor of some defensive and cheaper-priced stocks.
Oct 18, 2019 • 3min
Andrew Sheets: One Market We Feel Good About
On today’s episode, Chief Cross Asset Strategist Andrew Sheets highlights the one market in which the currency, government bonds and equities may all be solid defensive plays.
Oct 16, 2019 • 2min
Michael Zezas: A “Durable Pause” on U.S.-China Trade Tensions?
On today’s episode, Head of Public Policy Michael Zezas says unlike prior tariff pauses, the “phase one” agreement could have durability. However, much uncertainty remains.
Oct 14, 2019 • 4min
Mike Wilson: How Will the “Phase One” Trade Deal Impact Earnings?
On today's episode, Chief Investment Officer Mike Wilson says the U.S.-China trade deal is a step in the right direction, but the real story is still the corporate profits outlook.
Oct 11, 2019 • 3min
Andrew Sheets: Is the Dollar Losing It’s Safe Haven Status?
On today's episode, Chief Cross-Asset Strategist Andrew Sheets explains how three of the dollar’s most attractive qualities could be shifting right before our eyes.
Oct 9, 2019 • 2min
Michael Zezas: The Key Variable in U.S.-China Trade Talks
On today's episode, Head of U.S. Public Policy Michael Zezas says when it comes to trade, movement toward a meaningful compromise will likely come down to one fundamental variable.
Oct 7, 2019 • 4min
Mike Wilson: An Unsatisfying Market for Bulls and Bears?
On today’s episode, Chief Investment Officer Mike Wilson says both bulls and bears were likely a bit frustrated trying to trade last week's sell-off and rally. So what’s the next move for investors?
