Podcast · 319 episodes
Thoughts on the Market, page 6
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 6
Mounting Evidence of a Market ReboundMike Wilson argues the S&P 500’s rebound signals a correction that’s already advanced, supporting a new bull market rather than an end to it.13 Apr 2026 · 5 min · 4 chapters
Making Sense of Mixed Market SignalsReconciling “serious” global energy disruption with flat year-to-date U.S. stocks and bonds, and assessing what it means for equities and bond yields.10 Apr 2026 · 4 min · 2 chapters
U.S Consumer Spending Meets CautionU.S. consumer spending is resilient in the near term but confidence is deteriorating, driven by inflation, geopolitics, and U.S.9 Apr 2026 · 4 min · 2 chapters
U.S.-Iran Truce: What’s Next?The U.S.-Iran provisional ceasefire and reopening of the Strait of Hormuz—uncertainties, possible re-escalation, medium-term risks to oil/shipping, and knock-on effects for supply chains and AI data…8 Apr 2026 · 10 min · 7 chapters
The Real Risks of Oil Price SpikesThe real economic risks of oil price spikes, arguing the danger is the downstream sequence—how an oil supply shock feeds into inflation, growth, central bank policy, and markets—rather than the oil…7 Apr 2026 · 5 min · 4 chapters
Riding the Final Innings of the Market CorrectionMike Wilson (Morgan Stanley CIO and Chief U.S. Equity Strategist) argues equities are in the later stage of a correction within a bull market that began last April after a “rolling recession”…6 Apr 2026 · 5 min · 3 chapters
How the Oil Shock Is Reshaping MarketsHow an oil shock is reshaping growth, inflation, policy, risk appetite, and cross-asset correlations, using three oil-price scenarios.2 Apr 2026 · 5 min · 4 chapters
Oil Markets Ahead: Pricing In More RiskOil market outlook amid continued restricted flows through the Strait of Hormuz, focusing on pricing in more risk, physical shortages, and how different scenarios could affect demand, prices, and the…1 Apr 2026 · 13 min · 5 chapters
A New Test for Private CreditPrivate credit’s “new test” focused on liquidity, transparency/valuation concerns, and whether risks are systemic or isolated—especially in software.31 Mar 2026 · 9 min · 7 chapters
A Bull Market May Be Closer Than It LooksMorgan Stanley CIO Mike Wilson argues the U.S. equity market’s downside risk may be overstated and that a bull market could be closer than consensus thinks, driven more by interest rates and bond…30 Mar 2026 · 5 min · 2 chapters
Inside Credit Market’s Issuance Boom and Private Lending RisksGlobal credit markets’ record issuance wave and risks in private credit, especially direct lending to software firms.27 Mar 2026 · 11 min · 5 chapters
Why Fed Rate Cuts Could Be Pushed BackAfter the March 26 FOMC, the Fed stayed on hold with an easing bias, but rate cuts may be pushed back due to oil-driven headline inflation, tariff pass-through to core goods, and concerns about…26 Mar 2026 · 12 min · 5 chapters
Can Government Action Tame Rising Energy Prices?Whether government action can tame rising energy prices amid the U.S.-Iran conflict and potential disruption to Strait of Hormuz oil flows.25 Mar 2026 · 4 min · 4 chapters
Oil Markets Are Even Tighter Than They AppearUpdate on how a shutdown of the Strait of Ramos is tightening global oil and refined-product markets, with knock-on effects for logistics and prices.24 Mar 2026 · 4 min · 2 chapters
Asia’s Energy Dependence Meets a Narrow StraitHow Iran-linked disruptions and the Strait of Hormuz affect Asia’s energy and downstream economy.23 Mar 2026 · 4 min · 2 chapters
‘March Madness’ for Markets TooAndrew Sheets, Global Head of Fixed Income Research at Morgan Stanley20 Mar 2026 · 4 min · 2 chapters
Europe’s Banks Navigate UncertaintyEurope’s Banks Navigate Uncertainty19 Mar 2026 · 5 min · 4 chapters
Oil Shock Hits the U.S. ConsumerArunima Sinha (U.S. and Global Economics Team) and Ariana Salvatore (Head of U.S. Policy Strategy)18 Mar 2026 · 9 min · 5 chapters
Japan’s Bull Market Takes ShapeIn this episode of *Thoughts on the Market*, Sho Nakazawa, Japan Equity Strategist at Morgan Stanley MUFG Securities, discusses the potential implications of Japan's new administration under Prime…17 Mar 2026 · 5 min · 4 chapters
Is the Market Correction Ending?Regular insights on market events from various perspectives within Morgan Stanley.16 Mar 2026 · 5 min · 3 chapters
The Looming Bottleneck for Global TechShawn Kim, Head of Asia Technology Research at Morgan Stanley13 Mar 2026 · 4 min · 4 chapters
What Could Make U.S. Homes More AffordableWhat Could Make U.S. Homes More Affordable12 Mar 2026 · 6 min · 4 chapters
The 20 million Barrels of Oil ConundrumShort, thoughtful, and regular takes on recent events in the markets from various perspectives within Morgan Stanley.11 Mar 2026 · 12 min · 6 chapters
Oil Rally Tests Diversification StrategyIn this episode of "Thoughts on the Market," Chief Cross-Asset Strategist Serena Tang discusses the implications of rising oil prices and geopolitical tensions on portfolio diversification strategies.10 Mar 2026 · 5 min · 4 chapters