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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.

U.S. Housing: Will Housing Prices Continue to Rise?

5 mins; September 07, 2022

Mike Wilson: Preparing for an Icy Winter

4 mins; September 06, 2022

Andrew Sheets: The State of Play in Markets Globally

3 mins; September 02, 2022

Chetan Ahya: Why are Asia’s Exports Deflating?

4 mins; September 01, 2022

Serena Tang: Global Cross-Asset Risk Premiums

4 mins; August 31, 2022

Seth Carpenter: Is a Global Recession Upon Us?

3 mins; August 30, 2022

Mike Wilson: The Increasing Risks to Earnings

4 mins; August 29, 2022

Andrew Sheets: Is Cash an Efficient Asset Allocation?

2 mins; August 26, 2022

Martijn Rats: Rising Gas Prices and Shifting Oil Demand

3 mins; August 25, 2022

Jonathan Garner: What's Next for Asia and Emerging Markets?

4 mins; August 24, 2022

U.S. Public Policy: The Inflation Reduction Act and Clean Energy

8 mins; August 23, 2022

Mike Wilson: Will the Bear Market Rebound Last?

4 mins; August 22, 2022

Simon Waever: Is an EM Debt Crisis Coming?

3 mins; August 19, 2022

U.S. Public Policy: Tax Provisions in the Inflation Reduction Act

4 mins; August 18, 2022

Allocation, Pt. 2: The Value in Diversification

6 mins; August 17, 2022

Allocation, Pt. 1: Stock & Bond Correlation Shifts

9 mins; August 16, 2022

Ellen Zentner: Cooling Inflation and Shifting Labor Trends

4 mins; August 15, 2022

Consumer Spending: Have Consumers Begun to Trade Down?

5 mins; August 12, 2022

Sheena Shah: When will Crypto Prices Find a Bottom?

3 mins; August 11, 2022

U.S. Public Policy: Will the Inflation Reduction Act Actually Reduce Inflation?

4 mins; August 10, 2022

U.S. Housing: Will New Lending Standards Slow Housing Activity?

6 mins; August 09, 2022

Josh Pokrzywinski: Deflationary Opportunities

3 mins; August 08, 2022

Andrew Sheets: What Can We Learn from Market Prices?

3 mins; August 06, 2022

Michael Zezas: The U.S. and China, a History of Competition

2 mins; August 04, 2022

Matthew Hornbach: The Fed Pivot That Wasn’t Quite As It Seemed

3 mins; August 03, 2022

Pharmaceuticals: The Global Obesity Challenge

7 mins; August 02, 2022

Mike Wilson: Are Recession Risks Priced in?

4 mins; August 01, 2022

Andrew Sheets: Is 60:40 Diversification Broken?

4 mins; July 29, 2022

Andrew Sheets: Big Moves From The Fed

3 mins; July 28, 2022

Michael Zezas: Midterms Remain a Market Factor

2 mins; July 27, 2022

Jorge Kuri: Buy Now, Pay Later in Latin America

3 mins; July 26, 2022

Mike Wilson: Is this the End of the Bear Market?

3 mins; July 25, 2022

Europe: Why is the ECB Increasing their Rate Hikes?

9 mins; July 22, 2022

Special Encore: Michelle Weaver - Checking On The Consumer

4 mins; July 21, 2022

Special Episode: The Next Phase of ESG

8 mins; July 20, 2022

Michelle Weaver: Beneficiaries of China’s Reopening

3 mins; July 19, 2022

Mike Wilson: Preparing for Potential Recession

3 mins; July 18, 2022

Andrew Sheets: When Will High Inflation End?

3 mins; July 15, 2022

Special Encore: Global Equities - Are Value Stocks on the Rise?

8 mins; July 14, 2022

Michael Zezas: Renewed Motivation In Congress

2 mins; July 13, 2022

Graham Secker: Will European Earnings Continue to Fall?

3 mins; July 12, 2022

Mike Wilson: U.S. Dollar Strength vs. Earnings Growth

3 mins; July 11, 2022

Lauren Schenk: Consumer Spending and Online Dating

3 mins; July 08, 2022

Michelle Weaver: Checking On The Consumer

4 mins; July 07, 2022

Michael Zezas: The Impact of Tariff Relief

2 mins; July 06, 2022

Special Encore: U.S. Housing - Breaking Records not Bubbles

5 mins; July 05, 2022

Global Equities: Are Value Stocks on the Rise?

8 mins; July 01, 2022

Jonathan Garner: Why Japan Should Have Investors’ Attention

4 mins; June 30, 2022

Michael Zezas: Next Steps for the U.S. and China

3 mins; June 29, 2022

U.S. Fixed Income: When will the Treasury Market Rally?

9 mins; June 28, 2022

Mike Wilson: The Confounding Bear Market

3 mins; June 27, 2022

Special Encore: Andrew Sheets - How Useful is Investor Sentiment?

3 mins; June 24, 2022

Seth Carpenter: A Stark Choice for the European Central Bank

3 mins; June 23, 2022

Michael Zezas: Evaluating Anti-Inflation Measures

2 mins; June 22, 2022

Mike Wilson: The Increasing Risk of Recession

4 mins; June 21, 2022

Andrew Sheets: Balance Sheets Take a Back Seat

3 mins; June 17, 2022

U.S. Housing: Breaking Records not Bubbles

5 mins; June 16, 2022

Michael Zezas: Can the Muni Market Provide Shelter?

2 mins; June 15, 2022

Graham Secker: The High Cost of Capital

3 mins; June 14, 2022

Mike Wilson: The Decline in Consumer Sentiment

3 mins; June 13, 2022

Robert Rosener: The Continued Rise in Inflation

3 mins; June 10, 2022

Andrew Sheets: How Useful is Investor Sentiment?

3 mins; June 09, 2022

Seth Carpenter: Spiking Food Prices and the Global Economy

4 mins; June 08, 2022

U.S. Politics: How the Midterms Could Affect Your Tax Rates

5 mins; June 07, 2022

Mike Wilson: Will Earnings Growth Reaccelerate?

3 mins; June 06, 2022

Special Encore: Mid-Year Economic Outlook - Slowing or Stopping?

10 mins; June 03, 2022

Andrew Sheets: Are Central Banks Making a Mistake?

2 mins; June 02, 2022

U.S. Politics: Market Implications of the Midterm Election

7 mins; June 01, 2022

Jonathan Garner: Keeping it Simple in Turbulent Times

2 mins; May 31, 2022

Andrew Sheets: The Changing Story of Inflation

3 mins; May 27, 2022

Matthew Hornbach: Will Treasury Yields Move Higher?

3 mins; May 26, 2022

Asia: Supply Chain Woes, and Opportunities

7 mins; May 25, 2022

Sheena Shah: What is Causing the Crypto Downturn?

3 mins; May 24, 2022

Mike Wilson: 2022 Mid-Year Takeaways

3 mins; May 23, 2022

Andrew Sheets: Finding Order in Market Chaos

2 mins; May 20, 2022

Mid-Year Outlook: European Energy & Growth Challenges

9 mins; May 19, 2022

Global Politics: The Opportunity for Mexico

5 mins; May 18, 2022

Mid-Year Economic Outlook: Slowing or Stopping?

10 mins; May 17, 2022

Graham Secker: The Mid-Year Outlook for European Markets

3 mins; May 16, 2022

Todd Castagno: Should Shareholders Care About Stock-Based Compensation?

3 mins; May 13, 2022

Andrew Ruben: Can eCommerce Sustain its Uptrend?

4 mins; May 12, 2022

Special Encore: Transportation - Untangling the Supply Chain

9 mins; May 11, 2022

Michael Zezas: Supply Chains and the Course for Inflation

3 mins; May 10, 2022

Energy: European Power Prices Continue to Climb

7 mins; May 09, 2022

Andrew Sheets: Are Oil and Stock Prices Now Disconnected?

3 mins; May 06, 2022

Labor: The Rise of the Multi-Earner Economy

8 mins; May 05, 2022

Andrew Sheets: Having Rules to Follow Helps In Uncertain Times

4 mins; May 04, 2022

Michael Zezas: What's Next for U.S./China Trade?

3 mins; May 03, 2022

Credit: The ‘Income’ is Back in Fixed Income

8 mins; May 02, 2022

Retail Investing, Pt. 2: ESG and Fixed Income

9 mins; April 29, 2022

Retail Investing, Pt. 1: International Exposure

8 mins; April 28, 2022

Michael Zezas: Legislation that Matters to Markets

3 mins; April 27, 2022

Transportation: Untangling the Supply Chain

9 mins; April 26, 2022

Mike Wilson: U.S. Stocks and the Oncoming Slowdown

3 mins; April 25, 2022

Jonathan Garner: Looking for Alternatives to Emerging Markets

3 mins; April 22, 2022

Andrew Sheets: Can Bonds Once Again Play Defense?

3 mins; April 21, 2022

Graham Secker: A Cautious View on European Stocks

4 mins; April 20, 2022

Robert Rosener: How U.S. Businesses See the Road Ahead

4 mins; April 19, 2022

Mike Wilson: Inflation Drags on Forward Earnings

4 mins; April 18, 2022

U.S. Economy: When to Worry About the Yield Curve

9 mins; April 15, 2022

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