Podcast · 319 episodes
Thoughts on the Market, page 8
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 8
A New Playbook for Equity InvestorsA New Playbook for Equity Investors3 Feb 2026 · 14 min · 7 chapters
New Fed Chair, New Market SignalsShort, thoughtful takes on recent market events from various voices within Morgan Stanley.2 Feb 2026 · 5 min · 2 chapters
Why Markets Should Keep Running HotThis episode features Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley, discussing key market metrics that suggest valuations may remain high for an extended period despite…30 Jan 2026 · 4 min · 3 chapters
Special Encore: What’s Driving European Stocks in 2026In this episode, Paul Walsh and Marina Zavolock discuss the outlook for European equities as they head into 2026. They explore key themes, comparative performances against U.S.30 Jan 2026 · 12 min · 5 chapters
The Stakes of Another Government ShutdownShort, thoughtful, and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.28 Jan 2026 · 4 min · 2 chapters
A Rebound for Hong Kong’s Property MarketIn this episode, Praveen Choudhary discusses the significant rebound occurring in Hong Kong's property market for the first time since 2018, with synchronized growth across major segments:…27 Jan 2026 · 5 min · 2 chapters
Four Key Themes Shaping Markets in 2026Four Key Themes Shaping Markets in 202626 Jan 2026 · 5 min · 3 chapters
How Consumers, CapEx and Fiscal Policy Are Driving GrowthGlobal Chief Economist, Morgan Stanley23 Jan 2026 · 15 min · 8 chapters
Mapping Global Central Bank PathsMapping Global Central Bank Paths22 Jan 2026 · 13 min · 4 chapters
Pricing in Trump’s Speech at DavosMichael Zezas (Deputy Global Head of Research) and Ariana Salvatore (Head of Public Policy Research)22 Jan 2026 · 9 min · 4 chapters
Housing Market: Limited Impact from PolicyIn this episode, co-heads of Securitized Products Research at Morgan Stanley, Jay Bacow and James Egan, discuss the implications of recent U.S.20 Jan 2026 · 7 min · 4 chapters
What’s Driving European Stocks in 2026What’s driving European stocks into 2026, focusing on Europe vs the US, valuation discount narrowing, and where to invest within Europe.16 Jan 2026 · 12 min · 5 chapters
The Boost From Easing Market RulesThe episode argues that unusually broad support—easing monetary, fiscal, and regulatory policy—will boost markets in 2025, alongside over $3 trillion of AI/data-center spending through 2028.15 Jan 2026 · 4 min · 4 chapters
The Case for India’s Market ComebackWhether Indian equities can recover after a historic slump, and what could drive a 2026 “structural re-rating.” Guest(s): No guest is mentioned; host is Ridham Desai, Mongol Stanley’s Head of India…14 Jan 2026 · 4 min · 4 chapters
Will U.S. Manufacturing See a 2026 Boom?Whether U.S. manufacturing will see a 2026 boom driven by reshoring, tariff mitigation, and efficiency upgrades that precede new “greenfield” factory construction.13 Jan 2026 · 10 min · 5 chapters
Why Markets Stay Steady Amid Venezuela DevelopmentsWhy financial markets stayed calm after major political developments in Venezuela, and what opportunities/risks this creates across oil, energy equities, and Venezuela sovereign credit.12 Jan 2026 · 5 min · 2 chapters
Signals Align for a Growth CycleAndrew Sheets argues that multiple “leading” cyclical indicators are moving together, signaling a stronger global growth backdrop and supporting Morgan Stanley’s view that 2026 will be positive for…9 Jan 2026 · 4 min · 2 chapters
Driverless Cars Take the Fast LaneAutonomous driving “inflection point” in 2026, with U.S. availability rising as cities expand fleets, regulation clears, and safety/cost improve.8 Jan 2026 · 10 min · 5 chapters
A Revolution in Credit MarketsEvolution of credit markets and the shift from bank/leveraged lending toward private credit, driven by regulatory changes and financing needs for the “next industrial revolution” (digital…7 Jan 2026 · 12 min · 4 chapters
How Venezuela Events Could Affect Markets and PolicyU.S. capture/arrest of Venezuela President Nicolás Maduro and how it could affect U.S. foreign policy, domestic policymaking, oil markets, and emerging-market sovereign credit.6 Jan 2026 · 6 min · 4 chapters
The Bullish Signals That Investors OverlookMike Wilson argues 2026 U.S. equities are supported by multiple bullish catalysts that reinforce each other, and that the market is underpricing their combined impact.5 Jan 2026 · 5 min · 4 chapters
Bigger Tax Refunds Likely to Power the EconomyWhy 2026 U.S. tax refunds are likely to be larger and how that could boost consumer spending and GDP, with later-year drag when spending cuts take effect.2 Jan 2026 · 4 min · 2 chapters
Special Encore: What’s Driving U.S. Growth in 2026Michael Gapin (Morgan Stanley) reviews the 2026 U.S. economic outlook—why growth should improve modestly, inflation should ease but stay above target, how the Fed will cut rates while “insuring”…31 Dec 2025 · 7 min · 5 chapters
Special Encore: Investors’ Top Questions for 2026Investor debates for 2026, covering AI’s impact on equity valuations, whether market gains will broaden beyond a few AI-linked stocks, AI-driven debt/credit issuance risks, and the outlook for the…30 Dec 2025 · 11 min · 5 chapters