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
Aug 28, 2019 • 2min
Michael Zezas: U.S.-China Trade and “The Prisoner’s Dilemma” (Replay)
On today’s episode, Head of U.S. Public Policy Michael Zezas explains why a key principle of game theory could help investors navigate markets amid rising trade tensions.
Aug 26, 2019 • 3min
Mike Wilson: On Recession Risks, Perspective Matters
On today’s podcast, would stock markets be full steam ahead with a healthy dose of Fed rate cuts or a lack of concerns over trade? Chief Investment Officer Mike Wilson provides some much needed perspective on the rising risks of recession.
Aug 23, 2019 • 3min
Andrew Sheets: All Hail the U.S. Consumer?
On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets dives into a key debate on the U.S. economy: How could the risk of recession be rising when consumer activity is so strong?
Aug 21, 2019 • 2min
Michael Zezas: Time to Rethink Allocations?
On today’s podcast: Amid a bond rally and stock volatility, August has been quite a ride. How should investors think about their allocations? Analysis from Michael Zezas, Head of Public Policy and Municipal Strategy.
Aug 19, 2019 • 6sec
Mike Wilson: Back Next Week
Mike Wilson is off this week. Please check back Wednesday for more Thoughts on the Market.
Aug 16, 2019 • 3min
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 yield curve, historically the signal of a possible recession.
Aug 14, 2019 • 2min
Michael Zezas: The Story Behind Falling Bond Yields
On today’s podcast, Head of U.S. Public Policy and Municipal Strategy Michael Zezas explains how the challenges facing U.S. farmers can provide insight on the current bond market.
Aug 12, 2019 • 3min
Mike Wilson: Navigating the Q3 Dog Days
On today’s podcast, Chief Investment Officer Mike Wilson identifies several catalysts that could drive increased Q3 volatility. Are markets still facing a correction this quarter?
Aug 9, 2019 • 3min
Andrew Sheets: Can Central Banks Keep Up with Market Expectations?
On today’s podcast, Chief Cross Asset Strategist Andrew Sheets looks at how the expectations markets are placing on central banks, as much as the actions of the banks themselves, are affecting outcomes.
Aug 7, 2019 • 2min
Michael Zezas: The Potential Impact of Lasting Tariffs
On this episode, Head of Public Policy Research Michael Zezas walks investors through the current impasse on U.S.-China trade. How might new tariffs heighten downside risks for the U.S. economy?
