Thoughts on the Market
1,655 episodes — Page 33 of 34
Ep 55Michael Zezas: How Do Markets View Major Policy Proposals?
On today's episode, Head of U.S. Public Policy Michael Zezas takes a look at transformative policy proposals by 2020 Presidential candidates. How could big policies like Medicare-for-All reshape markets?
Ep 54Special Series: Is NextGen Reinventing the Banking Experience?
On this special episode, Betsy Graseck, global head of banking research, explains how Millennials and Gen Z are reshaping the financial industry in their tech-savvy, mobile-first image.
Ep 53Mike Wilson: Looking Toward Q3 Earnings
On today’s podcast, investors are watching for progress on trade and signs of future Fed policy. But according to Chief Investment Officer Mike Wilson, it still comes down to Q3 earnings season.
Ep 52Andrew Sheets: Are Lower Interest Rates Always Beneficial?
On today's episode, Chief Cross-Asset Strategist Andrew Sheets says although lower interest rates help boost economic activity, the full impact is more complicated.
Ep 51Michael Zezas: Investors Look for Progress on U.S-China Trade
On today’s podcast, Head of U.S. Public Policy Michael Zezas says a potential improvement in some key U.S. economic indicators will need real progress on trade—not just headlines.
Ep 50Special Series: Which Way is U.S. Spending Trending?
Which generations spend more: Boomers or Millennials/Gen Z? On this special episode, equity analyst Lauren Cassel takes a look at which sectors stand to gain in the years ahead.
Ep 49Mike Wilson: Value Stocks Have Their Moment
On today’s podcast, Chief Investment Officer Mike Wilson dives into last week’s historic reversal between value and growth stocks. Can the value rally last?
Ep 48Andrew Sheets: Is There a Downside to Cutting Interest Rates?
On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets asks the timely question, “If lower interest rates stimulate growth, why wouldn’t central banks lower them?”
Ep 47Special Series: From Baby Boom to Youth Boom
Is America’s next heyday ahead? On this special episode, Chief U.S. Economist Ellen Zentner explains why America’s youth may be set to power U.S. GDP in the coming years.
Ep 46Mike Wilson: Home on the Range Bound?
On today's podcast, Investors may be feeling some déjà vu as upbeat news on trade drives a new rally. Could markets break out this time or is another correction ahead? Analysis from Chief Investment Officer Mike Wilson.
Ep 45Andrew Sheets: What Happens When the Price Isn’t Right?
On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets says as global growth weakens, investors tend to focus on the most desirable companies (which are already priced to perfection). So what does that mean for returns?
Ep 44Michael Zezas: Pondering a World of Unresolved Trade Issues
On today’s podcast, Head of U.S. Public Policy Michael Zezas takes a moment to consider the long-term effects regardless of whether or not the U.S. and China are unable to negotiate a meaningful trade arrangement.
Ep 43Mike Wilson: New Data Sends Concerning Signs for U.S. Stocks
On today's podcast, Chief Investment Officer Mike Wilson says a popular narrative forecasted a rebound for the second half of 2019. However, new data on lower U.S. factory activity could counter that expectation.
Ep 42Andrew Sheets: Title: Can Central Banks Cure Market Woes?
On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets examines central bank actions to boost markets and the negative effects—intended or not—that these moves could have.
Ep 41Michael Zezas: U.S.-China Trade and “The Prisoner’s Dilemma” (Replay)
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.
Ep 40Mike Wilson: On Recession Risks, Perspective Matters
On today’s podcast, would stock markets be full steam ahead with a healthy dose of Fed rate cuts or a lack of concerns over trade? Chief Investment Officer Mike Wilson provides some much needed perspective on the rising risks of recession.
Ep 39Andrew Sheets: All Hail the U.S. Consumer?
On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets dives into a key debate on the U.S. economy: How could the risk of recession be rising when consumer activity is so strong?
Ep 38Michael Zezas: Time to Rethink Allocations?
On today’s podcast: Amid a bond rally and stock volatility, August has been quite a ride. How should investors think about their allocations? Analysis from Michael Zezas, Head of Public Policy and Municipal Strategy.
Ep 37Mike Wilson: Back Next Week
Mike Wilson is off this week. Please check back Wednesday for more Thoughts on the Market.
Ep 36Andrew Sheets: The Yield Curve Inverts for a Reason
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.
Ep 35Michael Zezas: The Story Behind Falling Bond Yields
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.
Ep 34Mike Wilson: Navigating the Q3 Dog Days
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?
Ep 33Andrew Sheets: Can Central Banks Keep Up with Market Expectations?
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.
Ep 32Michael Zezas: The Potential Impact of Lasting Tariffs
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?
Ep 31Mike Wilson: Markets Face a “Sell the News” Moment
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.
Ep 30Andrew Sheets: The Fed’s Great Expectations Quandary
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.
Ep 29Michael Zezas: Trade Uncertainty and Corporate Confidence
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?
Ep 28Mike Wilson: Will the Fed Surprise on a Rate Cut?
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?
Ep 27Special: Access & Opportunity Preview
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.
Ep 26Michael Zezas: The Fed Rate Cut Debate for Bond Investors
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.
Ep 25Mike Wilson: Weighing a Potential Fed Rate Cut
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.
Ep 24Andrew Sheets: 3 Consensus Views Worth Questioning
On today’s podcast, Chief Cross-asset Strategist Andrew Sheets digs into three key debates around central bank policy expectations, valuations and investor sentiment.
Ep 23Michael Zezas: 2020 Election: How Likely Is Medicare-for-All?
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?
Ep 22Mike Wilson: For the S&P 500, Breaking Out Is Hard to Do
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?
Ep 21Andrew Sheets: A Second (and Third) Opinion for Equity Markets
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.
Ep 20Michael Zezas: Healthcare Reform - Here We Go Again?
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.
Ep 19Mike Wilson: 3 Summer Surprises Investors Could Be Missing
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?
Ep 18Andrew Sheets: A Narrow Path
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.
Ep 17Michael Zezas: How Markets View the Pause on Trade Tariffs
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?
Ep 16Mike Wilson: A G20 Trade Truce?
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?
Ep 15Andrew Sheets: What to Watch from the G20
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.
Ep 14Michael Zezas: Indirect Impacts
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.
Ep 13Mike Wilson: Are Markets Putting Stock in Trade?
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.
Ep 12Andrew Sheets: Let’s Say the Fed Cuts Rates in July…
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.
Ep 11Michael Zezas: Three Possible Trade Paths from the G20
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.
Ep 10Mike Wilson: How Confident Are U.S. Businesses in the Economy?
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?
Ep 9Andrew Sheets: The Dangers of Cheering for Weaker Data
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.
Ep 8Michael Zezas: Why ‘Slowbalization’ May Be Feeding Trade Tensions
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.
Ep 7Mike Wilson: Why Trade Tensions Are Only Part of the Story
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.
Ep 6Andrew Sheets: For Markets, Signs, Signs, Everywhere Signs
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.