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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1650 epizod
Can Policy Solve AI’s Chipflation?
AI’s appetite for memory has turned chips into an inflationary factor. Our U.S. Public Policy Strategist Ariana Salvatore looks at what policymakers c...
Warsh’s Opening Act at the Fed
Our Global Head of Macro Strategy Matthew Hornbach and our Chief U.S. Economist Michael Gapen discuss the signals investors will be seeking from the n...
The Bull Case After the Pullback in Stocks
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why the recent equity correction may be more reset than reversal and where investors may...
India’s Next Market Phase
Chief Asia Economist Chetan Ahya joins Head of India Research and Chief India Equity Strategist Ridham Desai to break down India’s macro outlook, capi...
Inflation Relief Ahead?
Our Global Head of Fixed Income Research Andrew Sheets explains our differentiated view of a potential benign outlook for inflation, despite the recen...
Who Owns Travel Loyalty?
Morgan Stanley analysts Ravi Shanker and Jeff Adelson take a look at what the fight for affluent, loyal travelers could mean for banks and airlines. <...
Asia’s Race to Power AI
As AI demand surges, our Asia Energy Analyst Mayank Maheshwari discusses the new multi-trillion-dollar investment cycle to secure the power, fuels, gr...
The High Cost of AI Memory
The Head of our Europe and Asia Technology Team, Shawn Kim, explains how AI’s appetite for memory chips is boosting the cost of everything from data c...
What New Tariffs Mean for Investors
Trade policy is once again in the news with the announcement of new tariffs. Our Head of Public Policy Research Ariana Salvatore digs into why tariffs...
Why Oil Supply May Stay Tight for Months
Our Global Commodities Strategist Martijn Rats discusses why the restart of oil flows through the Strait of Hormuz may be slower and tighter than the...
AI Borrowing Creates a New Credit Playbook
Chief Fixed Income Strategist Vishy Tirupattur takes a look at how credit markets are adapting to fund the new phase of AI capex.
Read more insi...
When Stocks, Bonds and Oil Move Together
Our Global Head of Fixed Income Research Andrew Sheets takes a closer look at potential investment paths when markets appear increasingly synchronized...
Pet Industry and the Bite of Higher Costs
Our U.S. Hardlines, Broadlines and Food Retail Analyst Simeon Gutman explains how affordability and new shopping habits are changing how Americans cho...
Finding Value in Commercial Real Estate Credit
Commercial real estate debt is now one of the market’s most avoided asset classes. Our Global Head of Fixed Income Research Andrew Sheets explains why...
What Changed After the U.S.-China Summit?
Our Deputy Global Head of Research Michael Zezas explains why the recent U.S.-China summit may have eased near-term risks, without changing the bigger...
The Battle for the Future of Gaming
As AI changes the video game industry, Matt Cost, from Morgan Stanley’s U.S. Internet team, takes us through the game play and what could drive the ne...
Asia’s Capex Boom Goes Beyond AI
Our Chief Asia Economist Chetan Ahya looks at why spending not only on AI, but also on energy and defense, could drive Asia's strongest industrial cyc...
The New Japan Trade
The conclusion of our two-part episode from Morgan Stanley and MUFG’s Japan Summit looks at structural shifts in Japan’s economy and Prime Minister Sa...
What’s Driving Japan’s Market Momentum
Recorded live at the Morgan Stanley and MUFG Japan Summit, our Global Chief Economist and Head of Macro Research Seth Carpenter led a discussion on As...
Why the UK’s Economy May Surprise Investors Again
Our Global Head of Fixed Income Research Andrew Sheets and Chief UK Economist Bruna Skarica discuss why they see a more constructive UK outlook than m...
The Case for Staying Bullish on Equities
Despite recent pressure on stocks, our CIO and Chief U.S. Equity Strategist Mike Wilson argues that earnings and AI’s impact remain stronger than many...
How Digital Assets Are Changing Banking
Our Global Head of Banks and Diversified Finance Research Betsy Graseck explains how digital assets could reshape market infrastructure and how money...
Investing Through an Uneasy Boom
Our Chief Cross-Asset Strategist Serena Tang explains why investors should stay constructive in 2026, even as oil prices and geopolitics add volatilit...
Global Growth Faces an Energy Test
Our Global Chief Economist and Head of Macro Strategy Seth Carpenter gives his midyear outlook, highlighting why AI investment and U.S. consumers rema...
What to Expect From the U.S.-China Summit
Our Head of Public Policy Research Ariana Salvatore goes through the main topics on the table during the meeting between Presidents Trump and Xi: Taiw...
How Your Body Data Could Reshape Sectors
Our U.S. Healthcare Analyst Erin Wright discusses how health tracking and preventive diagnostics could influence healthcare costs and different indust...
Why AI Funding Is So Price-Insensitive
Our Global Head of Fixed Income Research Andrew Sheets explains the economic theory behind the unwavering spending on AI infrastructure.
Read mo...
The New Playbook for Real Estate Net Lease Investing
As real estate values reset and cap rates widen, net lease is back in focus—but the approach has changed. Ron Kamdem and Hank D’Alessandro explain.
Special Encore: AI’s Next Big Leap
Original Release Date: April 28, 2026
Tom Wigg and Stephen Byrd discuss the accelerating pace of AI breakthroughs, the forces driving them and w...
How Long Can Markets Ignore the Oil Supply Shock?
Despite the historical energy disruption from the Iran conflict, stocks are back to record highs. Our Global Head of Fixed Income Research Andrew Shee...
AI’s Shift From Thinking to Taking Action
Our Head of Europe and Asia Technology Research Shawn Kim discusses AI’s move from passive chatbots to active agents—and how this influences tech supp...
Hard Lessons: Rick Rieder
Introducing a recent episode of Hard Lessons, featuring Rick Rieder, BlackRock’s CIO for Global Fixed Income and Head of the Global Allocation Investm...
Why Stocks Keep Rallying
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains the factors behind stock gains across sectors.
Read more insights from Morgan Stan...
AI and Jobs: What Data and History Say
Our Global Chief Economist and Head of Macro Research Seth Carpenter discusses whether the economy can adapt fast enough to turn AI into a productivit...
The Metric Taking Over Earning Season
Capital spending usually signals how a company is positioning itself for the future. Our Global Head of Fixed Income Research Andrew Sheets explains w...
Midterm Elections, Affordability and the Fed
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 P...
AI’s Next Big Leap
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 ve...
Can Stock Momentum Hold Up?
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...
Warsh’s Plan to Change the Fed
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 Res...
The Hidden Toll of Tariffs
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 the...