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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An Odyssey Through Market History
<p>Looking at clues from the past, our Global Head of Fixed Income Research Andrew Sheets examines how the recurring themes – from deregulation to volatility – are shaping markets and why every cycle still takes its own path.</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, what can Odysseus teach us about investing? </p><p>It's Friday, July 24th at 2pm in London.</p><p>Like m...
Data Centers’ Political Battle
<p>Despite growing political resistance, investment in data centers isn't slowing. Ariana Salvatore explains why supply constraints may actually accelerate AI capital spending.</p><p>Read more insights from Morgan Stanley.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Head of Public Policy Research at Morgan Stanley. </p><p>Today, I'll be talking about why we still expect robust AI capital spending in spite of some rising political pushback. </p><p>It's Thursday, July 23rd at 10am in New York. </p><p>It should...
More Stocks Join the Bull Market
<p>Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why market leadership is rotating beyond semiconductors and where investors may find opportunities despite near-term volatility.</p><p>Read more insights from Morgan Stanley.</p><p><br></p><p>----- Transcript -----</p><p> </p><p>Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief U.S. Equity Strategist. </p><p>Today on the podcast, I will explain why the recent volatility in markets makes sense. </p><p>It's Wednesday, July 22nd at 2 p.m. in New York. </p><p>So, let’s get af...
The Global Rate Debate
<p>In the second part of our economic roundtable, Michael Gapen, Jens Eisenschmidt and Chetan Ahya join Seth Carpenter to discuss how central banks are balancing sticky inflation, resilient growth and regional policy trade-offs.</p><p>Read more insights from Morgan Stanley.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist and Head of Macro Research. </p><p>And once again today, I am joined by Morgan Stanley's chief regional economists: Michael Gapen, the Chief U.S. Economist, Jens Eisenschmidt, o...
AI Spending: A New Engine for the Global Economy
<p>AI investment is reshaping the global outlook. In part one of this economic roundtable, our panel explores where the momentum is strongest — and where investment still needs to catch up.</p><p>Read more insights from Morgan Stanley.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist and Head of Macro Research. </p><p>Michael Gapen: And I'm Michael Gapen, Chief U.S. Economist. </p><p>Chetan Ahya: And I'm Chetan Ahya, Chief Asia Economist. </p><p>Jens Eisenschmidt: And I...
Why Your Medical Bill Is So High
<p>Our analysts Andrew Sheets and Mark Schmidt unpack why U.S. healthcare feels so expensive and the potential impacts of rising hospital costs.</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>Mark Schmidt: And I'm Mark Schmidt, Head of Municipal Strategy at Morgan Stanley. </p><p>Andrew Sheets: And today on the program, a discussion into one of the biggest mysteries in one of th...
A Test for Capital Markets: Funding AI
<p>Credit markets are stepping in to fund the surging demand for AI. Our experts Lindsay Tyler and Anish Shah explore the opportunities and risks behind this record financing wave.</p><p>Read more insights from Morgan Stanley.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Lindsay Tyler: Welcome to Thoughts on the Market. I'm Lindsay Tyler, TMT Credit Research Analyst at Morgan Stanley. </p><p>Anish Shah: And I'm Anish Shah, Global Head of Debt Capital Markets at Morgan Stanley. </p><p>Lindsay Tyler: Today, how issuers and investors are approaching the rapidly evolving wo...
AI as a Sovereign Power
<p>AI has become a strategic policy priority as governments race to secure their technological future. Our Head of U.S. Public Policy Research Ariana Salvatore explores what’s driving the shift and the implications for markets.</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 Ariana Salvatore, Head of U.S. Public Policy Research at Morgan Stanley.</p><p>Today: Why sovereign AI is becoming a policy priority around the world.</p><p>It’s Wednesday, July 15th, at 10am in...
What’s Fueling Stocks After the AI Trade
<p>Our CIO and Chief U.S. Equity Officer Mike Wilson discusses where investors may find opportunity beyond the AI sector and risks that could slow market gains.</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 Mike Wilson, Morgan Stanley’s CIO and Chief U.S. Equity Strategist. </p><p>Today on the podcast I’ll be discussing our broadening thesis and the near-term risks to monitor. </p><p>It's Tuesday, July 14th at 11:30 am in New York. </p><p>So, let’s g...
Lower Prices, Bigger Market: The Next Phase of GLP-1 Drugs
<p>Cheaper obesity medicines could unlock broader demand, while supply-chain bottlenecks and premium-drug innovation may also shape how the market evolves. Our analysts Terence Flynn and Thibault Boutherin break down the investor implications.</p><p>Read more insights from Morgan Stanley.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Terence Flynn: Welcome to Thoughts on the Market. I'm Terence Flynn, Morgan Stanley's U.S. Pharma and Biotech Analyst. </p><p>Thibault Boutherin: And I'm Thibault Boutherin, Morgan Stanley's Europe Pharmaceuticals Analyst. </p><p>Terence Flynn: Today, how cheaper GLP-1 obesity medicines could reshape access, pricing, an...
