Thoughts on the Market

By Morgan Stanley

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Description

Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.


Episode Date
Andrew Sheets: The Yield Curve Inverts for a Reason
00:03:13

On today’s podcast, Chief Across-Asset Strategist Andrew Sheets shares three takeaways from this week’s inversion of the yield curve, historically the signal of a possible recession.

Aug 16, 2019
Michael Zezas: The Story Behind Falling Bond Yields
00:02:06

On today’s podcast, Head of U.S. Public Policy and Municipal Strategy Michael Zezas explains how the challenges facing U.S. farmers can provide insight on the current bond market.

Aug 14, 2019
Mike Wilson: Navigating the Q3 Dog Days
00:03:08

On today’s podcast, Chief Investment Officer Mike Wilson identifies several catalysts that could drive increased Q3 volatility. Are markets still facing a correction this quarter?

Aug 12, 2019
Andrew Sheets: Can Central Banks Keep Up with Market Expectations?
00:03:09

On today’s podcast, Chief Cross Asset Strategist Andrew Sheets looks at how the expectations markets are placing on central banks, as much as the actions of the banks themselves, are affecting outcomes.

Aug 09, 2019
Michael Zezas: The Potential Impact of Lasting Tariffs
00:02:15

On this episode, Head of Public Policy Research Michael Zezas walks investors through the current impasse on U.S.-China trade. How might new tariffs heighten downside risks for the U.S. economy?

Aug 07, 2019
Mike Wilson: Markets Face a “Sell the News” Moment
00:03:57

On today’s podcast, Chief Investment Officer Mike Wilson asks whether the Fed rate cut and reemergence of trade tensions rattled markets or simply revealed the possibility of deteriorating fundamentals.

Aug 05, 2019
Andrew Sheets: The Fed’s Great Expectations Quandary
00:03:32

On today's podcast, Markets met the Fed rate cut with a collective shrug. Could investor expectations make it harder for the Fed to succeed? Chief Cross-Asset Strategist Andrew Sheets provides analysis.

Aug 02, 2019
Michael Zezas: Trade Uncertainty and Corporate Confidence
00:02:00

On today’s podcast, Head of U.S. Public Policy Michael Zezas examines how continued trade policy uncertainty is weighing on corporate confidence and spending. Is a turning point ahead?

Jul 31, 2019
Mike Wilson: Will the Fed Surprise on a Rate Cut?
00:03:40

On today’s podcast, Chief Investment Officer Mike Wilson gauges the reaction to a potential Wednesday Fed rate cut. Have markets already priced in any rally?

Jul 29, 2019
Special: Access & Opportunity Preview
00:04:44

Morgan Stanley's Carla Harris talks with Charles Hudson, founder and Managing Partner at Precursor Ventures, a seed-stage investor bringing an institutional perspective to startups in the earliest stages of their development.

Jul 26, 2019
Michael Zezas: The Fed Rate Cut Debate for Bond Investors
00:02:45

On today’s podcast, Head of Public Policy and Municipal Strategy Michael Zezas considers the debate between the consensus view of a potential 25 basis point Fed rate cut vs a 50 basis point cut.

Jul 24, 2019
Mike Wilson: Weighing a Potential Fed Rate Cut
00:03:48

On today’s podcast, Chief Investment Officer Mike Wilson says what matters for markets now isn't how much the Fed or other central banks could cut—but why they would cut.

Jul 22, 2019
Andrew Sheets: 3 Consensus Views Worth Questioning
00:04:10

On today’s podcast, Chief Cross-asset Strategist Andrew Sheets digs into three key debates around central bank policy expectations, valuations and investor sentiment.

Jul 19, 2019
Michael Zezas: 2020 Election: How Likely Is Medicare-for-All?
00:02:11

On today’s podcast, Head of U.S. Public Policy research Michael Zezas asks “Would a Democratic presidential win mean the end of the road for private health care insurance?

Jul 17, 2019
Mike Wilson: For the S&P 500, Breaking Out Is Hard to Do
00:04:07

On today’s podcast, Chief Investment Officer Mike Wilson says a sustained breakout above 3,000 has eluded the S&P 500. Will the Fed’s potential rate cut be the catalyst?

Jul 15, 2019
Andrew Sheets: A Second (and Third) Opinion for Equity Markets
00:04:14

On this episode, Chief Cross-Asset Strategist Andrew Sheets examines the models for stock performance, and how they are all leading to a similar conclusion. 

Jul 12, 2019
Michael Zezas: Healthcare Reform - Here We Go Again?
00:02:42

On today’s podcast, as the 2020 Election nears, healthcare reform is a central debate once again. Head of U.S. Public Policy Michael Zezas shares potential outcomes for patients—and investors.

Jul 10, 2019
Mike Wilson: 3 Summer Surprises Investors Could Be Missing
00:03:21

On today’s podcast, Chief Investment Officer Mike Wilson says markets are typically savvy on how and when to price news events. But are markets overlooking some potential bad news?

Jul 08, 2019
Andrew Sheets: A Narrow Path
00:03:32

On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets says that while conditions could line up for market success, the variables that need to align are many and diverse.  

Jul 05, 2019
Michael Zezas: How Markets View the Pause on Trade Tariffs
00:02:39

On today’s podcast, Head of U.S. Public Policy Michael Zezas says a pause on trade tariffs should be good news for markets and growth, but is the path forward any clearer?

Jul 03, 2019
Mike Wilson: A G20 Trade Truce?
00:03:49

On today’s podcast, markets are cheering this weekend’s pause on U.S.-China trade tensions. But is the potential progress enough to extend the longest business cycle in history?

Jul 01, 2019
Andrew Sheets: What to Watch from the G20
00:03:45

On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets shares three possible trade outcomes from the G20—and how markets may react to a pause on new tariffs.

Jun 28, 2019
Michael Zezas: Indirect Impacts
00:03:32

In today’s podcast, Head of U.S. Public Policy strategy Michael Zezas discusses how the great debate playing out in markets around trade is about more than direct impacts.

Jun 26, 2019
Mike Wilson: Are Markets Putting Stock in Trade?
00:03:25

With corporate confidence softening, could movement on U.S.-China trade at the G20 be the catalyst for growth in the second half of the year? Chief Investment Officer Mike Wilson has analysis.

Jun 24, 2019
Andrew Sheets: Let’s Say the Fed Cuts Rates in July…
00:03:45

Morgan Stanley's economics team now expects the Fed to cut interest rates by half a percent possibly as soon as July. On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets examines how markets could react.

Jun 21, 2019
Michael Zezas: Three Possible Trade Paths from the G20
00:02:57

On today’s podcast, Head of U.S. Public Policy strategy Michael Zezas says three likely U.S.-China trade scenarios will come out of the G20. But a tariff pause might be the trickiest for investors.

Jun 19, 2019
Mike Wilson: How Confident Are U.S. Businesses in the Economy?
00:03:21

On today’s episode, Chief Investment Officer Mike Wilson shares a readout on the firm’s proprietary Business Conditions Index. Are the data softening more than investors realize?

Jun 17, 2019
Andrew Sheets: The Dangers of Cheering for Weaker Data
00:03:31

On today’s podcast, Chief Cross-asset Strategist Andrew Sheets provides a bit of historical perspective on the logic of rooting for weaker data and lower interest rates.

Jun 14, 2019
Michael Zezas: Why ‘Slowbalization’ May Be Feeding Trade Tensions
00:03:13

Head of U.S. Public Policy Michael Zezas says that independent of current trade concerns, the trend toward globalized supply chains is fading, as companies respond both to political and market incentives.

Jun 12, 2019
Mike Wilson: Why Trade Tensions Are Only Part of the Story
00:03:27

Investors and media have been hyper-focused on trade and Fed policymaking. But according to Chief Investment Officer Mike Wilson, some key economic data points are the real story to watch.

Jun 10, 2019
Andrew Sheets: For Markets, Signs, Signs, Everywhere Signs
00:03:29

On today’s podcast, Chief Cross-asset Strategist Andrew Sheets says that while discussion of a Fed rate cut may have helped markets rebound, several longer-term signals are troubling.

Jun 07, 2019
Michael Zezas: U.S.-Mexico Trade Adds to Recession Risks
00:02:00

On today’s episode, Head of U.S. Public Policy Michael Zezas says further escalation of trade tensions could come with a cost. Are the risks of a global recession increasing?

Jun 05, 2019
Mike Wilson: U.S. Equities: How Much Correction is Ahead?
00:03:37

On today’s TOTM, Chief Investment Officer Mike Wilson says trade tensions may be rattling markets, but the fundamentals are the real culprit behind the correction. So where are equities headed next?

Jun 03, 2019
Andrew Sheets: Fed to the Rescue? Maybe Not.
00:03:37

On today’s podcast, Chief Cross Asset Strategist Andrew Sheets examines the notion that the Fed stands willing and able to reduce interest rates and support markets.

May 31, 2019
Michael Zezas: U.S.-China Trade and “The Prisoner’s Dilemma”
00:02:15

On today’s episode, Head of U.S. Public Policy Michael Zezas explains why a key principle of game theory could help investors navigate markets amid rising trade tensions.

May 29, 2019
Mike Wilson: Are U.S. Economic Indicators Flashing Yellow?
00:03:28

On today’s podcast, Chief Investment Officer Mike Wilson says although some investors may assume recent equities volatility is based on trade worries, some key data points may be the real culprit.

May 27, 2019
Thoughts On The Market Podcast Trailer
00:00:36

A quick preview of what you'll hear on the Thoughts On The Market podcast, which features short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.

May 26, 2019