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 5, 2019 • 4min
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 rattled markets or simply revealed the possibility of deteriorating fundamentals.
Aug 2, 2019 • 4min
Andrew Sheets: The Fed’s Great Expectations Quandary
On today's podcast, Markets met the Fed rate cut with a collective shrug. Could investor expectations make it harder for the Fed to succeed? Chief Cross-Asset Strategist Andrew Sheets provides analysis.
Jul 31, 2019 • 2min
Michael Zezas: Trade Uncertainty and Corporate Confidence
On today’s podcast, Head of U.S. Public Policy Michael Zezas examines how continued trade policy uncertainty is weighing on corporate confidence and spending. Is a turning point ahead?
Jul 29, 2019 • 4min
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 markets already priced in any rally?
Jul 26, 2019 • 5min
Special: Access & Opportunity Preview
Morgan Stanley's Carla Harris talks with Charles Hudson, founder and Managing Partner at Precursor Ventures, a seed-stage investor bringing an institutional perspective to startups in the earliest stages of their development.
Jul 24, 2019 • 3min
Michael Zezas: The Fed Rate Cut Debate for Bond Investors
On today’s podcast, Head of Public Policy and Municipal Strategy Michael Zezas considers the debate between the consensus view of a potential 25 basis point Fed rate cut vs a 50 basis point cut.
Jul 22, 2019 • 4min
Mike Wilson: Weighing a Potential Fed Rate Cut
On today’s podcast, Chief Investment Officer Mike Wilson says what matters for markets now isn't how much the Fed or other central banks could cut—but why they would cut.
Jul 19, 2019 • 4min
Andrew Sheets: 3 Consensus Views Worth Questioning
On today’s podcast, Chief Cross-asset Strategist Andrew Sheets digs into three key debates around central bank policy expectations, valuations and investor sentiment.
Jul 17, 2019 • 2min
Michael Zezas: 2020 Election: How Likely Is Medicare-for-All?
On today’s podcast, Head of U.S. Public Policy research Michael Zezas asks “Would a Democratic presidential win mean the end of the road for private health care insurance?
Jul 15, 2019 • 4min
Mike Wilson: For the S&P 500, Breaking Out Is Hard to Do
On today’s podcast, Chief Investment Officer Mike Wilson says a sustained breakout above 3,000 has eluded the S&P 500. Will the Fed’s potential rate cut be the catalyst?
