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
Jun 19, 2019 • 3min
Michael Zezas: Three Possible Trade Paths from the G20
On today’s podcast, Head of U.S. Public Policy strategy Michael Zezas says three likely U.S.-China trade scenarios will come out of the G20. But a tariff pause might be the trickiest for investors.
Jun 17, 2019 • 3min
Mike Wilson: How Confident Are U.S. Businesses in the Economy?
On today’s episode, Chief Investment Officer Mike Wilson shares a readout on the firm’s proprietary Business Conditions Index. Are the data softening more than investors realize?
Jun 14, 2019 • 4min
Andrew Sheets: The Dangers of Cheering for Weaker Data
On today’s podcast, Chief Cross-asset Strategist Andrew Sheets provides a bit of historical perspective on the logic of rooting for weaker data and lower interest rates.
Jun 12, 2019 • 3min
Michael Zezas: Why ‘Slowbalization’ May Be Feeding Trade Tensions
Head of U.S. Public Policy Michael Zezas says that independent of current trade concerns, the trend toward globalized supply chains is fading, as companies respond both to political and market incentives.
Jun 10, 2019 • 3min
Mike Wilson: Why Trade Tensions Are Only Part of the Story
Investors and media have been hyper-focused on trade and Fed policymaking. But according to Chief Investment Officer Mike Wilson, some key economic data points are the real story to watch.
Jun 7, 2019 • 3min
Andrew Sheets: For Markets, Signs, Signs, Everywhere Signs
On today’s podcast, Chief Cross-asset Strategist Andrew Sheets says that while discussion of a Fed rate cut may have helped markets rebound, several longer-term signals are troubling.
Jun 5, 2019 • 2min
Michael Zezas: U.S.-Mexico Trade Adds to Recession Risks
On today’s episode, Head of U.S. Public Policy Michael Zezas says further escalation of trade tensions could come with a cost. Are the risks of a global recession increasing?
Jun 3, 2019 • 4min
Mike Wilson: U.S. Equities: How Much Correction is Ahead?
On today’s TOTM, Chief Investment Officer Mike Wilson says trade tensions may be rattling markets, but the fundamentals are the real culprit behind the correction. So where are equities headed next?
May 31, 2019 • 4min
Andrew Sheets: Fed to the Rescue? Maybe Not.
On today’s podcast, Chief Cross Asset Strategist Andrew Sheets examines the notion that the Fed stands willing and able to reduce interest rates and support markets.
May 29, 2019 • 2min
Michael Zezas: U.S.-China Trade and “The Prisoner’s Dilemma”
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.
