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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The Metric Taking Over Earning Season
<p>Capital spending usually signals how a company is positioning itself for the future. Our Global Head of Fixed Income Research Andrew Sheets explains why this metric is getting more attention from investors.</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: Why capital expenditure is rapidly becoming one of the most important numbers in earning season across asset classes.</p><p>It's Thursday, April 30th a...
Midterm Elections, Affordability and the Fed
<p>Still six months out, the U.S. midterm elections are likely to influence government initiatives to deal with higher energy costs. Our Head of Public Policy Research Ariana Salvatore and Global Chief Economist Seth Carpenter discuss how the Congress and the Fed might react.</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 for Morgan Stanley.</p><p>Seth Carpenter: And I'm Seth Carpenter, the firm's Global Chief Economist and Head of M...
AI’s Next Big Leap
<p>Tom Wigg and Stephen Byrd discuss the accelerating pace of AI breakthroughs, the forces driving them and why the next phase of development may look very different from anything we’ve seen so far.</p><p> Read more insights from Morgan Stanley.</p><p><br></p><p>----- Transcript -----</p><p> </p><p>Tom Wigg: Welcome to Thoughts on the Market. I’m Tom Wigg, Head of Specialty Sales in the Americas at Morgan Stanley, and a sector specialist in Technology, Media and Telecom.</p><p>We wake up every day to new AI product releases, so it’s easy to l...
Can Stock Momentum Hold Up?
<p>Major U.S. stock indexes have rebounded sharply in recent weeks. Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses the fundamentals that could support the continuation of the bull market.</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 why I remain bullish even after such a strong run in stocks. </p><p>It's Monday, April 27th at 1...
Warsh’s Plan to Change the Fed
<p>Kevin Warsh, President Trump’s nominee for the next Fed Chair, testified in front of the Senate earlier this week. Our Global Head of Fixed Income Research Andrew Sheets presents key takeaways from the two-and-half-hour testimony.</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 on the program, a first look at potentially the next Fed chair. </p><p>It's Friday, April 24th at 9am in N...
The Hidden Toll of Tariffs
<p>Our Global Chief Economist and Head of Macro Research Seth Carpenter asks Mayank Phadke, a member of his team, to give up an update on tariffs and their real cost to the U.S. economy.</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. And I'm joined by Mayank Phadke, a member of my global economics team. And today we're going to talk about tariffs. I bet...
U.S. Midterms: What Investors Should Watch
<p>Although the conflict in Iran keeps dominating the news cycle, investors have an eye on the upcoming U.S. midterm elections. Our Deputy Global Head of Research Michael Zezas and Head of Public Policy Research Ariana Salvatore consider policy implications – from healthcare and consumer to AI.</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...
Warnings and Winners From the IMF Meetings
<p>Back from the IMF Spring Meetings in Washington, Simon Waever and Seth Carpenter unpack what policy makers and investors could be underpricing: the growth hit from higher energy costs, the risk of too much tightening by central banks and why emerging markets still look resilient.</p><p>Read more insights from Morgan Stanley.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Simon Waever: Welcome to Thoughts on the Market. I'm Simon Waever, Morgan Stanley's Global Head of Emerging Markets Sovereign Credit and LatAm Fixed Income Strategy. </p><p>Seth Carpenter: And I'm Seth Carpenter, Globa...
Where Investment Themes Intersect and Beat Markets
<p>Our Global Head of Thematic and Sustainability Research Stephen Byrd unpacks how major investment themes for 2026 are increasingly interconnected, generating gains for investors.</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 Stephen Byrd, Morgan Stanley’s Global Head of Thematic and Sustainability Research. </p><p>Today – how our 10 big thematic predictions are playing out and driving global markets. </p><p>It’s Monday, April 20th at 11:30am in New York. </p><p>Back in January, we laid out four key them...
The Real Drivers of GLP-1 Growth
<p>Our Head of U.S. Pharma and Biotech Terence Flynn discusses how the rapid pace of adoption of weight management treatments could have far-reaching implications across healthcare, consumer behavior and global 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 Terence Flynn, Morgan Stanley’s Head of U.S. Pharma and Biotech Research. Today: the next phase of growth in obesity medicines – the GLP-1 unlock.</p><p>It’s Friday, April 17th, at 2pm in New York.</p><p>There ar...
