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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Japan’s Bull Market Takes Shape
<p>Morgan Stanley MUFG ’s Japan Equity Strategist Sho Nakazawa talks about the sectors that are leading the current rebound of Japanese stocks and why these gains may be more than a cyclical shift.</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 Sho Nakazawa, Japan Equity Strategist at Morgan Stanley MUFG Securities.</p><p>Today: How Japan’s Takaichi administration could define Japan’s stock market for years to come.</p><p>It’s Tuesday, March 17th, at 3 PM in Tokyo.</p...
Is the Market Correction Ending?
<p>With volatility and oil prices up while Fed policy is easing, our CIO and Chief U.S. Equity Strategist Mike Wilson breaks down why today’s selloff is giving flashbacks to March 2025—and why he believes his bull case still holds.</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 discuss how the equity market has been processing recent headlines for months. </p><...
The Looming Bottleneck for Global Tech
<p>Our Head of Asia Technology Research Shawn Kim explains what disruptions to shipping in the Strait of Hormuz could mean for the global semiconductor supply chain and the immediate future of AI infrastructure.</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 Shawn Kim, Head of Morgan Stanley’s Asia Technology Team.</p><p>Today: why the Strait of Hormuz closure may matter to the global technology industry.</p><p>It’s Friday, March 13th, at 8 pm in Taipei. </p><p>AI a...
What Could Make U.S. Homes More Affordable
<p>Our co-heads of Securitized Products Research Jay Bacow and James Egan discuss the impact of upcoming regulatory changes on U.S. mortgage rates and home sales.</p><p>Read more insights from Morgan Stanley.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Jay Bacow: It is March and there's some madness going on. I'm Jay Bacow, here with Jim Egan, noted Wahoo Wa fan. </p><p>James Egan: Hey, it looks like Virginia's going to be back in the tournament this year, hoping for a three seed, looking like a four seed. It's the first...
The 20 million Barrels of Oil Conundrum
<p>Our analysts Andrew Sheets and Martijn Rats discuss why a prolonged disruption of oil flow through the Strait of Hormuz would be unprecedented—and nearly impossible for the market to absorb.</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>Martijn Rats: I'm Martijn Rats, Head of Commodity Research at Morgan Stanley.</p><p>Andrew Sheets: Today on the program we're going to talk about why...
Oil Rally Tests Diversification Strategy
<p>Our Chief Cross-Asset Strategist Serena Tang discusses how rising oil prices and geopolitical tensions could make stocks and bonds move in the same direction, challenging one of the key principles of portfolio diversification.</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 Serena Tang, Morgan Stanley’s Chief Cross-Asset Strategist. </p><p>Today: what happens if your main diversification strategy suddenly stops working because of oil price moves? </p><p>It’s Tuesday, March 10th, at 10am in New York. </p>...
The Reasons for the Bull Market to Resume
<p>Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why history, technicals and fundamentals suggest a clearer runway for U.S. stocks six months out, despite geopolitical concerns.</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 the conflict in Iran and what it means for equities. </p><p>It's Monday, March 9th at 11:30 am in New York. </p>...
AI’s $3 Trillion Question: How to Pay the Bill?
<p>In the second of our two-part panel discussion from Morgan Stanley’s TMT conference, our analysts break down the complexity of financing AI’s infrastructure and the technological disruption happening across industries.</p><p>Read more insights from Morgan Stanley.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Michelle Weaver: Welcome back to Thoughts on the Market, and welcome to part two of our conversation live from the Technology, Media and Telecom conference. I'm Michelle Weaver, U.S. Thematic and Equity Strategist at Morgan Stanley. </p><p>Today we're continuing our conversation with Stephen Byrd, Jo...
AI’s Tangible Wins and Disruption
<p>Live from Morgan Stanley’s TMT conference, our panel break down where AI is already delivering real returns—and where rapid advances are raising new risks.</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, U.S. Thematic and Equity Strategist here at Morgan Stanley.</p><p>Today we've got a special episode on AI adoption. And this is a first in a two-part conversation live from our Technology, Media and Telecom conference.</p><p>It's Thursd...
Pricing the Conflict With Iran
<p>Our Deputy Global Head of Research Michael Zezas and Head of Public Policy Research Ariana Salvatore assess the potential market outcomes of the Middle East conflict, weighing its possible duration and economic impact.</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, Morgan Stanley's Deputy Global Head of Research. </p><p>Ariana Salvatore: And I'm Ariana Salvatore, Head of Public Policy Research. </p><p>Michael Zezas: Today we're discussing the escalating U.S.-Iran conflict, the market...
