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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.

Mid-Year U.S. Dollar Outlook: An Important Driver for Returns

2 mins; June 23, 2023

Mid-Year U.S. Economic Outlook: Will the Fed Continue to Hike?

2 mins; June 22, 2023

Mid-Year Global Oil Outlook: Neutral or Constructive?

4 mins; June 21, 2023

Mid-Year Macro Markets Outlook: Slow Growth and Sticky Inflation

3 mins; June 21, 2023

Fixed Income: A Sweet Spot for Munis

4 mins; June 16, 2023

Asia’s Economy Outlook: Recovery Picking Up Steam

3 mins; June 15, 2023

Andrew Sheets: Will Markets Stay Resilient?

3 mins; June 14, 2023

European Equities Outlook: Short-Term Pain, Long-Term Gain

3 mins; June 13, 2023

Mike Wilson: A Historically Concentrated Market

4 mins; June 12, 2023

Mid-Year Strategy Outlook: Risk/Reward in Currency and Commodities

9 mins; June 09, 2023

Mid-Year Economic Outlook: A Dichotomy Worth Watching

10 mins; June 08, 2023

Michael Zezas: After the Debt Ceiling, What’s Next?

2 mins; June 07, 2023

Mid-Year U.S. Consumer Outlook: Spending, Savings and Travel

7 mins; June 06, 2023

Mike Wilson: Earnings Cycle Still Running Short and Hot

3 mins; June 05, 2023

Special Encore: Erik Woodring: Are PCs on the Rebound?

3 mins; June 02, 2023

Adam Jonas: The Inconvenient Truths About EV Batteries

3 mins; June 01, 2023

Michael Zezas: A Step Forward in the Debt-Ceiling Debate

2 mins; May 31, 2023

Seth Carpenter: Government Bonds and the Debt Ceiling

3 mins; May 30, 2023

Andrew Sheets: Unresolved Questions Create Market Uncertainty

3 mins; May 26, 2023

Jonathan Garner: Japan’s Equities Continue to Rally

2 mins; May 25, 2023

Michael Zezas: The G7 Meeting and its Impact on Markets

2 mins; May 24, 2023

U.S Housing: Is there Still Strength in the Housing Market?

6 mins; May 23, 2023

Mike Wilson: Beware a False Market Breakout

4 mins; May 22, 2023

Ellen Zentner: Is a Soft Landing for the U.S. Still Possible?

2 mins; May 19, 2023

Andrew Sheets: Is Market Volatility on the Decline?

3 mins; May 18, 2023

Vishy Tirupattur: The Outlook for Lending

3 mins; May 17, 2023

Mike Wilson: Investors Face Uncertainty in Stock Performance

4 mins; May 16, 2023

Special Encore: Mark Purcell: The Evolution of Cancer Medicines

3 mins; May 15, 2023

Sustainability: Tech Transformation in the Education Market

9 mins; May 12, 2023

Erik Woodring: Are PCs on the Rebound?

3 mins; May 11, 2023

Michael Zezas: Debt Ceiling Uncertainty and Financial Markets

2 mins; May 10, 2023

Martijn Rats: A Change in the Global Oil Market

3 mins; May 09, 2023

Mike Wilson: Earnings, The Fed and Consumer Spending

3 mins; May 08, 2023

Andrew Sheets: The Prospect of a Pause in Rate Hikes

2 mins; May 05, 2023

Graham Secker: Will European Equity Resilience Continue?

3 mins; May 04, 2023

Michael Zezas: Congress Contends with the Debt Ceiling

2 mins; May 03, 2023

Global Economy: Global Challenges Drive Productivity Investment

6 mins; May 02, 2023

Vishy Tirupattur: Liquidity, Regional Banks and Potential Regulation

3 mins; May 01, 2023

Ed Stanley: The Risky Path to a Multipolar World

3 mins; April 28, 2023

Matthew Hornbach: The Return of Government Bonds

3 mins; April 27, 2023

Michael Zezas: The Great Productivity Race

2 mins; April 26, 2023

Andrew Sheets: The U.S. Dollar and Cross-Asset Portfolios

2 mins; April 25, 2023

Sustainability: Decarbonization in the Steel Industry

8 mins; April 24, 2023

Andrew Sheets: What is Behind Equity Market Strength?

3 mins; April 21, 2023

Mark Purcell: The Evolution of Cancer Medicines

3 mins; April 20, 2023

Michael Zezas: The Costs of a Multipolar World

2 mins; April 19, 2023

Vishy Tirupattur: Tumult in the Banking Sector

4 mins; April 18, 2023

Mike Wilson: Credit Crunch in the U.S Equity Markets

4 mins; April 17, 2023

Sustainability: The Risks and Benefits of A.I

8 mins; April 14, 2023

Jonathan Garner: Asia Equities Rally Once More

3 mins; April 13, 2023

Chetan Ahya: Global Impacts on Asia's Growth

3 mins; April 12, 2023

U.S Housing: The Future of Mortgage Markets

4 mins; April 11, 2023

Diego Anzoategui: Goods, Services and the Shape of China’s Reopening

3 mins; April 10, 2023

Ellen Zentner: The Lagging Effects of Loan Growth

3 mins; April 06, 2023

Michael Zezas: What the ‘X-Date’ Means for Investors

2 mins; April 05, 2023

Seth Carpenter: China’s Impact on Global Growth

3 mins; April 04, 2023

Mike Wilson: Not All Bank Reserves Are Created Equal

3 mins; April 03, 2023

Andrew Sheets: Be Careful What You Wish For

3 mins; March 31, 2023

Vishy Tirupattur: A Challenging Road for Commercial Real Estate

3 mins; March 30, 2023

Lauren Schenk: Analyzing the Online Dating Market

3 mins; March 29, 2023

Introducing: What Should I Do With My Money?

2 mins; March 29, 2023

Graham Secker: A Moment of Calm for European Equities

3 mins; March 28, 2023

Mike Wilson: Is Banking Stress the Last Straw for the Bear Market?

3 mins; March 27, 2023

Global Economy: Central Bank Policy in a Time of Volatility

9 mins; March 24, 2023

Special Encore: U.S. Pharmaceuticals - The Future of Genetic Medicine

8 mins; March 23, 2023

Global Thematics: Emerging Markets Face Rising Debt Levels

6 mins; March 22, 2023

Vishy Tirupattur: The Coming Challenges for Bank Credit

3 mins; March 21, 2023

Mike Wilson: The Risk of a Credit Crunch

3 mins; March 20, 2023

Sustainability: Energy-Efficient Buildings in Europe

5 mins; March 17, 2023

Michael Zezas: A New Dynamic for U.S. Banking

2 mins; March 16, 2023

Cryptocurrency: The Issue of Regulation

8 mins; March 15, 2023

Martijn Rats: Differing Prospects for Oil & Gas

4 mins; March 14, 2023

Mike Wilson: What Bank Wind-Downs Mean for Equities

3 mins; March 13, 2023

U.S. Tech: The Future of Artificial Intelligence

11 mins; March 10, 2023

Andrew Sheets: A Test for U.S. Growth

3 mins; March 09, 2023

Chetan Ahya: Is Asia’s Growth Bouncing Back?

3 mins; March 08, 2023

Special Encore: Andrew Sheets - The Impact of High Short-Term Yields

3 mins; March 07, 2023

Mike Wilson: A Strong Rebound for Markets

3 mins; March 06, 2023

U.S. Economy: The Next American Productivity Renaissance, Pt. 2

8 mins; March 03, 2023

U.S. Economy: The Next American Productivity Renaissance, Pt. 1

8 mins; March 02, 2023

Michael Zezas: The Global Impact of the Inflation Reduction Act

2 mins; March 01, 2023

Sarah Wolfe: The Fed Versus Economic Resilience

3 mins; February 28, 2023

Mike Wilson: Is the Worst of this Earnings Cycle Still Ahead?

3 mins; February 27, 2023

Andrew Sheets: The Impact of High Short-Term Yields

3 mins; February 24, 2023

Sustainability: Carbon Offsets and the Issue of Greenwashing

8 mins; February 23, 2023

U.S. Housing: Is Activity About to Pick Up?

6 mins; February 22, 2023

Graham Secker: Are European Equities Still Providing Safety?

3 mins; February 21, 2023

Andrew Sheets: Falling Expectations for Global Equities

3 mins; February 17, 2023

Daniel Blake: The End of an Era for Japan

3 mins; February 16, 2023

Michael Zezas: Understanding the Impact of Elections

2 mins; February 15, 2023

U.S. Consumer: What’s Coming for Spending in 2023?

7 mins; February 14, 2023

Seth Carpenter: Can Inflation Continue To Come Down?

4 mins; February 13, 2023

Andrew Sheets: The Complexities of Market Risk

2 mins; February 10, 2023

Vishy Tirupattur: A Change in Fed Policy Expectations

3 mins; February 09, 2023

Michael Zezas: The State of U.S. Policy

2 mins; February 08, 2023

Latin America Economy: The Possibility of Opportunity in 2023

8 mins; February 07, 2023

U.S. Pharmaceuticals: The Future of Genetic Medicine

7 mins; February 06, 2023

Andrew Sheets: Where Could Market Strength Persist?

3 mins; February 03, 2023

Jonathan Garner: Tracking Asia and EM Outperformance

3 mins; February 02, 2023

Michael Zezas: U.S. Policy and Investment Restrictions on China

2 mins; February 01, 2023

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