Thoughts on the Market
Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
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Housing Market: Limited Impact from Policy
<p>Our co-heads of Securitized Products Jay Bacow and James Egan explain why recent U.S. government measures won’t change much the outlook for mortgage rates, home prices and sales this year.</p><p>Read more insights from Morgan Stanley.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Jay Bacow: Jim Egan, I see you sitting across from me wearing a quarter zip. As old things become new again, my teenager would think that is trendy. </p><p>James Egan: I think this is one of, if not the first, times in my life that a...
What’s Driving European Stocks in 2026
<p>Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the main themes for European stocks this year. </p><p>Read more insights from Morgan Stanley.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Paul Walsh: Welcome to Thoughts on the Market. I'm Paul Walsh, Morgan Stanley's Head of Research Product here in Europe.</p><p>Marina Zavolock: And I'm Marina Zavolock, Chief European Equity Strategist.</p><p>Paul Walsh: Today, we are here to talk about the big debates for European equities moving into 2026.</p><p>I...
The Boost From Easing Market Rules
<p>Our Global Head of Fixed Income Research Andrew Sheets looks at the implications of the U.S. government’s efforts to ease regulations, from bank balance sheets to asset valuations.</p><p>Read more insights from Morgan Stanley.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley. </p><p>Today, a core theme of easing policy, and the latest iteration in the U.S. mortgage market. </p><p>It's Thursday, January 15th at 2pm in London...
The Case for India’s Market Comeback
<p>Our Head of India Research and Chief India Equity Strategist Ridham Desai addresses a big debate: whether India stocks are poised for a recovery after underperforming other emerging markets in 2025.</p><p>Read more insights from Morgan Stanley.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I’m Ridham Desai, Morgan Stanley’s Head of India Research and Chief India Equity Strategist. </p><p>Today: one of the big debates in Asia this year. Can Indian equities recover their strength after a historic slump? </p><p>It’s Wednesday, J...
Will U.S. Manufacturing See a 2026 Boom?
<p>Our U.S. Thematic Strategist Michelle Weaver and U.S. Multi-Industry Analyst Chris Snyder discuss a North America Big Debate for 2026: Whether investments in efficiency and productivity will spark a transformation of U.S. manufacturing. </p><p>Read more insights from Morgan Stanley.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Michelle Weaver: Welcome to Thoughts on the Market. I'm Michelle Weaver, Morgan Stanley's U.S. Thematic and Equity Strategist. </p><p>Chris Snyder: I'm Chris Snyder, U.S. Multi-Industry Analyst. </p><p>Michelle Weaver: Today: Will 2026 be the year of U.S. Manufacturing's transfor...
Why Markets Stay Steady Amid Venezuela Developments
<p>Our Chief Fixed Income Strategists Vishy Tirupattur discusses the calm market reaction to the latest developments in Venezuela and the potential implications for oil, stocks and bonds.</p><p>Read more insights from Morgan Stanley.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Vishy Tirupattur: Welcome to thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley’s Chief Fixed Income Strategist. </p><p>On today’s podcast, I will talk about the markets’ response to the complex political developments in Venezuela, and examine the opportunities and risks it presents to the markets. </p><p>It is Mo...
Signals Align for a Growth Cycle
<p>Our Global Head of Fixed Income Research Andrew Sheets takes a look at multiple indicators that are pointing on the same direction: strong growth for markets and the economy.</p><p>Read more insights from Morgan Stanley.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley. </p><p>Today I'm going to talk about an unusual alignment of signs of optimism for the global cyclical backdrop and why these are important to watch. </p><p>It's...
Driverless Cars Take the Fast Lane
<p>Our Head of U.S. Internet Research Brian Nowak and Andrew Percoco, Head of North America Autos and Shared Mobility Research, discuss why adoption of autonomous vehicles is likely to gain traction this year.</p><p>Read more insights from Morgan Stanley.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Brian Nowak: Welcome to Thoughts on the Market. I'm Brian Nowak, Morgan Stanley's Head of U.S. Internet Research. </p><p>Andrew Percoco: And I'm Andrew Percoco, Head of North America Autos and Shared Mobility Research. </p><p>Brian Nowak: Today we're going to talk ab...
A Revolution in Credit Markets
<p>Our Chief Fixed Income Strategist Vishy Tirupattur is joined by Dan Toscano, the firm’s Chairman of Markets in Private Equity, unpack how credit markets are changing—and what the AI buildup means for the road ahead.</p><p>Read more insights from Morgan Stanley.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Vishy Tirupattur: Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist. </p><p>Today is a special edition of our podcast. We are joined by Dan Toscano, Chairman of Markets in Private Equity at Morgan Stanle...
How Venezuela Events Could Affect Markets and Policy
<p>Our Deputy Director of Global Research Michael Zezas and our U.S. Public Policy Strategist Ariana Salvatore discuss the implications of the U.S action in Venezuela for global markets, foreign and domestic policy.</p><p>Read more insights from Morgan Stanley.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Deputy Global Head of Research for Morgan Stanley. </p><p>Ariana Salvatore: And I'm Ariana Salvatore, Head of Public Policy Research. </p><p>Michael Zezas: Today we're talking about the latest events in Venezue...
