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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U.S Consumer Spending Meets Caution
<p>Our U.S. Thematic and Equity Strategist Michelle Weaver breaks down the results of a new survey on U.S. consumer spending and confidence.</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 Michelle Weaver, Morgan Stanley’s U.S. Thematic and Equity Strategist. Today, we’re bringing you an update on the U.S. consumer as we try and understand the outlook for the economy.</p><p>It’s Thursday, April 9, at 10 AM in New York.</p><p>You’ve pro...
U.S.-Iran Truce: What’s Next?
<p>While a tentative ceasefire in the Middle East holds, the Strait of Hormuz continues to be a sticking point in diplomatic efforts. Our Deputy Global Head of Research Michael Zezas and Head of Public Policy Research Ariana Salvatore walk through some scenarios that could play out.</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>M...
The Real Risks of Oil Price Spikes
<p>A supply-driven oil shock may start with inflation, but Morgan Stanley’s Senior Global Economist Rajeev Sibal discusses why investors need to understand the second-order hit to growth, policy and markets.</p><p>Read more insights from Morgan Stanley.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Rajeev Sibal: Welcome to Thoughts on the Market. I'm Rajeev Sibal, Senior Global Economist at Morgan Stanley. </p><p>Today, economic risk from an oil shock isn't the price of oil itself – but really what happens next? </p><p>It's Tuesday, April 7th at 3pm in Dubai. </p><p>An oi...
Riding the Final Innings of the Market Correction
<p>Our CIO and Chief U.S. Equity Strategist Mike Wilson talks about risks in this late stage of the equity market pullback, how investors should position and what could come next.</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 what investors should be doing as we enter the final innings of this equity market correction.</p><p>It's Mond...
How the Oil Shock Is Reshaping Markets
<p>Our Chief Cross-Asset Strategist Serena Tang discusses why the closure of the Strait of Hormuz and its impact on oil prices could define the entire market cycle.</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. Today: how the latest energy shock is rippling across every major asset class.</p><p>It’s Thursday, April 2nd, at 10am in New York. </p><p>Right now, the markets aren’t just reacting to oil – th...
Oil Markets Ahead: Pricing In More Risk
<p>As the Strait of Hormuz continues to be a chokepoint for oil, our Global Head of Fixed Income Research Andrew Sheets and our Head of Commodity Research Martijn Rats discuss possible outcomes for the interconnected market.</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: And today in the program...
A New Test for Private Credit
<p>Our Chief Fixed Income Strategist Vishy Tirupattur and Morgan Stanley Investment Management’s Global Head of Private Credit & Equity David Miller discuss the recent pressure on the private credit market, potential risks and opportunities that remain in that space.</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'm Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist. </p><p>David Miller: And I'm David Miller, Global Head of Private Credit and Equity within Morgan Stanley Investment Management. </p><p>Vishy Ti...
A Bull Market May Be Closer Than It Looks
<p>The stock market has already discounted many disruptions, including geopolitics, oil and AI. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors are now focused on one thing: whether monetary policy stays too tight for too long.</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 the balance between the upside and the downside is ac...
Inside Credit Market’s Issuance Boom and Private Lending Risks
<p>Our Global Head of Fixed Income Andrew Sheets and Head of U.S. Credit Strategy Vishwas Patkar discuss what’s driving record debt issuance and growing worries about private credit.</p><p><br></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>Vishwas Patkar: And I'm Vishwas Patkar, Head of U.S. Credit Strategy at Morgan Stanley.</p><p>Andrew Sheets: And today on the pr...
Why Fed Rate Cuts Could Be Pushed Back
<p>Our Global Head of Macro Strategy Matthew Hornbach and our Chief U.S. Economist Michael Gapen discuss how oil prices, tariffs and inflation expectations are raising the bar for rate cuts by the Fed, and markets’ response to the new scenario.</p><p>Read more insights from Morgan Stanley.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Matthew Hornbach: Welcome to Thoughts on the Market. I'm Matthew Hornbach, Global Head of Macro Strategy. </p><p>Michael Gapen: And I'm Michael Gapen, Morgan Stanley's Chief U.S. Economist. </p><p>Matthew Hornbach: Today, the outcome of the Ma...
