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Thoughts on the Market

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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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Recent Episodes of Thoughts on the Market


Why We Believe the Fed Will – and Should – Cut Rates Soon

Why We Believe the Fed Will – and Should – Cut Rates Soon

Our Head of Corporate Credit Research explains why he expects the US Federal Reserve to make three rate cuts before the end of the year, starting in September.


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Welcome to Thoughts on the Market. I'm Andrew Sheets, head of Corporate Credit Research at Morgan Stanley. Along with my colleagues bringing you a variety of perspectives, today I'll be talking about why it's looking more likely that the Fed should, and will, cut interests rates several times this year.

It's Friday, July 12th at 2pm...

Episode 1166 12 July 2024 3m and 19s


Business Travelers Pack Their Bags

Business Travelers Pack Their Bags

Our Freight Transportation & Airlines Analyst discusses the key takeaways from his mid-year corporate travel survey, which includes a number of positive trends for the second half of 2024.


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Welcome to Thoughts on the Market. I’m Ravi Shanker, Morgan Stanley’s Freight Transportation and Airlines analyst. Along with my colleagues bringing you a variety of perspectives, today I’ll discuss my expectations for corporate travel in the second half of this year. 

It’s Thursday, July 11th, at 10am in New York. 

More and more b...

Episode 1165 11 July 2024 3m and 20s


Less Impact Than You Might Think

Less Impact Than You Might Think

U.S., French and Indian elections may have a minimal effect on equity markets, particularly in the short term, according to our Global Head of Fixed Income and our Chief Global Cross Asset Strategist.


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Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Global Head of Fixed Income and Thematic Research.

Serena Tang: And I'm Serena Tang, chief Global Cross Asset Strategist,

Michael Zezas: And on this episode of the podcast, we'll discuss what the elections in the US and Europe mea...

Episode 1164 10 July 2024 6m and 25s


U.S. Housing: What Will Slow Home Price Growth?

U.S. Housing: What Will Slow Home Price Growth?

Record-high prices remain a key concern for buyers in the U.S. housing market. Our Co-Heads of Securitized Product Research dig into the data, explaining why they still believe a deceleration in home price growth will come.


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Jay Bacow: Welcome to Thoughts on the Market. I'm Jay Bacow, co-head of Securitized Products Research at Morgan Stanley.


James Egan: And I'm Jim Egan, the other co-head of Securitized Products Research at Morgan Stanley. It's Tuesday, July 9th, at 1pm in New York.

...

Episode 1163 9 July 2024 6m and 55s


2024 US Elections: The Impact of Inflation

2024 US Elections: The Impact of Inflation

Inflation continues to be a key issue for voters in elections around the world. Our CIO and Chief US Equity strategist explains its potential influence on the upcoming US presidential election, and how investors may react to potential outcomes of this race.


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Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief US Equity Strategist. Along with my colleagues bringing you a variety of perspectives, today I'll be talking about the consequences of elections on policy and markets. 

It's Mond...

Episode 1162 8 July 2024 4m and 2s


Special Encore: A Sobering View on the Spirits Sector

Special Encore: A Sobering View on the Spirits Sector

Markets are suggesting that spirits consumption will return to historical growth levels post-pandemic, but our Head of European Consumer Staples Research disagrees.


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Welcome to Thoughts on the Market. I’m Sarah Simon, Head of the European Consumer Staples team. Along with my colleagues bringing you a variety of perspectives, today I'll talk about a surprising trend in the global spirits market.

It's Monday, April 15, at 2pm in London. 

We all remember vividly the COVID-19 period when we spent much more on goods tha...

Episode 1161 5 July 2024 4m and 7s


Why Central Banks Still Get It Wrong Sometimes

Why Central Banks Still Get It Wrong Sometimes

Central banks play a crucial role in monetary policy and moderating the business cycle. Our Head of Corporate Credit Research explains why, despite their power, these financial institutions can’t quickly steer through choppy economic waters.


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Welcome to Thoughts on the Market. I'm Andrew Sheets, head of Corporate Credit Research at Morgan Stanley. Along with my colleagues bringing you a variety of perspectives, today I'll be talking about why credit may start to get more concerned that the Fed will make the same mistake it often doe...

Episode 1160 3 July 2024 3m and 20s


Investors Eye Reactions to US Presidential Debate

Investors Eye Reactions to US Presidential Debate

Our Global Head of Fixed Income recaps the aftermath of the first U.S. presidential debate, and how markets may react if forthcoming poll data shows a meaningful shift in the race.


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Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Global Head of Fixed Income and Thematic Research. Along with my colleagues bringing you a variety of perspectives, today I'll be talking about the US elections and its impact on markets.

It's Tuesday, July 2nd at 10:30am in New York. 

Episode 1159 2 July 2024 3m and 22s


Housing Update: Home Prices Unlikely to Decline

Housing Update: Home Prices Unlikely to Decline

Rising rents and mortgage payments have been at the center of the inflation discussion. Our Global Chief Economist assesses whether monetary policy can effectively blunt those figures. 


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Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist. Along with my colleagues bringing you a variety of perspectives, today I'll be talking about the housing market, inflation, growth and monetary policy. 

It's Monday, July 1st, at 11am in New York. 

Housing is at the center of many macr...

Episode 1158 1 July 2024 4m and 9s


Why Good Data Is Good For Markets

Why Good Data Is Good For Markets

Our Head of Corporate Credit Research makes the case against the popular notion that solid economic data would be bad for markets, and instead offers a rationale for why now, more than ever, is the time for investors to root for positive economic developments. 

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Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Along with my colleagues bringing you a variety of perspectives, today I'll be talking about why good data … is good.

It's Friday, June 28th at 2pm in L...

Episode 1156 28 June 2024 3m and 36s

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