Podcast · 319 episodes
Thoughts on the Market, page 11
by Morgan Stanley · English
Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
All episodes, page 11
Time for a Bull Market Correction?Morgan Stanley CIO Mike Wilson argues the U.S. is still in a new bull market that began in April, even though a near-term S&P 500 correction (10–15%) is possible and “normal” for a fresh bull cycle.20 Oct 2025 · 5 min · 2 chapters
U.S.-China Tensions: What Could Happen Next?Re-escalation of U.S.-China trade tensions driven by rare-earth export controls and proposed U.S. tariffs, with scenarios for what happens next around the APEC summit.17 Oct 2025 · 5 min · 3 chapters
Credit Market’s Three Big DebatesThis episode of Thoughts on the Market (Morgan Stanley) discusses three credit-market debates: private credit, the M&A/LBO cycle, and funding AI data-center CapEx.16 Oct 2025 · 11 min · 4 chapters
How Politics Affect Global MarketsHow sovereign debt outlooks and elections in Japan and France affect global markets, especially long-end interest rates and fiscal/monetary policy expectations.15 Oct 2025 · 5 min · 4 chapters
Asia’s Youth Job CrisisAsia’s youth job crisis and how a soft labor market affects consumer demand, social stability, and long-term growth.14 Oct 2025 · 4 min · 5 chapters
An M&A Boom for FinancialsConsolidation in asset management and wealth management, focusing on why M&A is picking up and what deal structures may look like next.13 Oct 2025 · 10 min · 4 chapters
An Unprecedented Wave of Inheritances Is ComingMorgan Stanley’s Michelle Weaver discusses an “unprecedented wave” of inheritances as baby boomers live longer and transfer wealth later, potentially totaling tens to hundreds of trillions of dollars.10 Oct 2025 · 4 min · 1 chapter
Lessons From a Bond Issued 90 Years AgoAndrew Sheets (Morgan Stanley) discusses Morgan Stanley’s first bond issue 90 years ago (1935) and what it suggests about market uncertainty and corporate credit spreads.9 Oct 2025 · 4 min · 3 chapters
When Will the Shutdown Affect Markets?Whether the ongoing U.S. government shutdown will start affecting financial markets, and what “checkpoints” could shake investor confidence.8 Oct 2025 · 3 min · 2 chapters
Get Ready for a Steeper Yield CurveHow a steeper yield curve affects credit conditions and housing/mortgage markets, and what investors should expect if the curve changes.7 Oct 2025 · 3 min · 4 chapters
How Asia Is Reinventing Itself for Global CompetitionAsia’s “competitive reinvention” to win global market share amid de-globalization, AI investment, energy transformation, and super-aged populations; reforms span development strategy, corporate…6 Oct 2025 · 10 min · 6 chapters
Introducing: What Should I Do With My Money: Season 3Trailer for Morgan Stanley’s “What Should I Do With My Money” Season 3, focused on personal finance questions during major life and health changes, including early retirement, midlife health,…4 Oct 2025 · 2 min · 1 chapter
China’s Biotech RevolutionChina’s biotech revolution and how China-originated drug innovation is moving from generics manufacturing to the global innovation ecosystem, affecting patients and investors worldwide.3 Oct 2025 · 3 min · 2 chapters
Opportunities From China’s Policy ShiftsChina’s policy shift to curb “excessive competition” (“evolution”) and restore pricing power, affecting domestic markets and global supply chains.2 Oct 2025 · 5 min · 3 chapters
Will U.S. Inflation Slow in 2026?Whether U.S. inflation will slow in 2026, amid tariffs, immigration restrictions, and Fed policy recalibration; also brief comparison to India’s growth outlook under U.S. tariff pressure.1 Oct 2025 · 13 min · 5 chapters
Tackling Economic Hurdles in Europe and AsiaGlobal economic hurdles across Europe and Asia, focusing on China’s anti-involution/deflation challenge, Japan’s cautious reflation, and Europe’s disinflation outlook plus fiscal policy constraints.30 Sep 2025 · 13 min · 5 chapters
Will the Fed End the Party?Whether the Fed will “end the party” by tightening or cutting rates, and how 2026 corporate activity could heat up if the labor market holds.29 Sep 2025 · 4 min · 3 chapters
Investors Monitor Washington’s Ticking Budget ClockAs the U.S. fiscal year nears Oct. 1, Congress faces a potential government shutdown; the episode explains the funding standoff and how investors should think about duration and economic/market…26 Sep 2025 · 5 min · 4 chapters
When Will the U.S. Housing Market Reactivate?Whether the U.S. housing market will “reactivate” as the Fed cuts rates, but mortgage rates stay high; implications for affordability, homeownership vs rentership, migration, and policy options.25 Sep 2025 · 15 min · 10 chapters
Capital Markets Pick Up as U.S. Policy SettlesHow U.S. policy changes are affecting markets in 2025 and why capital markets activity is rising.24 Sep 2025 · 4 min · 4 chapters
A Good ‘Perfect Storm’ for IndiaMorgan Stanley’s “perfect storm” view of India’s long-term investment opportunity, covering public equity themes, private equity segments, macro advantages, and risks from US tariffs, plus key…23 Sep 2025 · 12 min · 7 chapters
Why the ‘Rolling Recovery’ Has Already BegunMorgan Stanley CIO Mike Wilson and colleague Andrew Pauker discuss why they believe a “rolling recession” ended (“Liberation Day”) and a “rolling recovery” has begun, including implications for…22 Sep 2025 · 13 min · 7 chapters
Can the Fed’s Move Boost Global Credit?Andrew Sheets discusses the Fed’s recent 25 bps rate cut and guidance for more cuts, arguing the policy could boost global credit—especially overseas—despite risks that the U.S.19 Sep 2025 · 4 min · 2 chapters
Weighing Fed Cut Against Jobs and Inflation RisksThe Fed’s first-quarter 2025 25-basis-point rate cut and what it signals about future cuts, labor-market risk, and inflation tradeoffs, plus market reaction.18 Sep 2025 · 11 min · 4 chapters