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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.

Matt Hornbach: A Narrative of Declining Inflation

2 mins; January 31, 2023

Mike Wilson: Fighting the Fear of Missing Out

3 mins; January 30, 2023

Andrew Sheets: The Choice Between Equities and Cash

2 mins; January 27, 2023

Graham Secker: An Upturn for European Equities

4 mins; January 26, 2023

U.S. Economy: Renegotiating the Debt Ceiling

9 mins; January 25, 2023

U.S. Retail: A Tale of Two Halves

10 mins; January 24, 2023

Mike Wilson: A Shift in Recession Views

3 mins; January 23, 2023

Andrew Sheets: What is an Optimal Asset Allocation?

3 mins; January 20, 2023

U.S. Housing: Will Activity Continue to Slow?

5 mins; January 19, 2023

Michael Zezas: The Year of the Long-Term Investor

3 mins; January 18, 2023

Ed Stanley: Key Themes for 2023

4 mins; January 17, 2023

Andrew Sheets: Will Emerging Market Outperformance Hold?

3 mins; January 13, 2023

Michael Zezas: Bringing Semiconductors to North America

2 mins; January 12, 2023

Quantitative Strategies: A 2023 Return?

9 mins; January 11, 2023

Mike Wilson: Challenging the Consensus on 2023

4 mins; January 10, 2023

Martijn Rats: The 2023 Global Oil Outlook

4 mins; January 09, 2023

Andrew Sheets: Lessons from Last Year

3 mins; January 06, 2023

Chetan Ahya: Has Inflation in Asia Peaked?

3 mins; January 05, 2023

Michael Zezas: Gridlock in the House of Representatives

3 mins; January 04, 2023

Terence Flynn: The Next Blockbuster for Pharma?

3 mins; January 03, 2023

End-of-Year Encore: 2023 Global Macro Outlook - A Different Kind of Year

11 mins; December 30, 2022

End-of-Year Encore: Global Thematics - What’s Behind India’s Growth Story?

7 mins; December 29, 2022

End-of-Year Encore: Ellen Zentner - Is the U.S. Headed for a Soft Landing?

4 mins; December 28, 2022

End-of-Year Encore: U.S. Outlook - What Are The Key Debates for 2023?

10 mins; December 27, 2022

End-of-Year Encore: U.S. Housing - How Far Will the Market Fall?

7 mins; December 23, 2022

Andrew Sheets: Which Economic Indicators are the Most Useful?

3 mins; December 22, 2022

Michael Zezas: Legislation to Watch in 2023

2 mins; December 21, 2022

Global Thematics: A Breakthrough in Nuclear Fusion

8 mins; December 20, 2022

Mike Wilson: Have Markets Fully Priced an Earnings Decline?

3 mins; December 19, 2022

Andrew Sheets: What Will the End of Rate Hikes Mean?

3 mins; December 16, 2022

Sarah Wolfe: Are Consumers Going to Pull Back on Spending?

4 mins; December 15, 2022

Global Thematics: Earthshots Take on Climate Change

9 mins; December 14, 2022

Ravi Shanker: A Bullish Outlook for Airlines

3 mins; December 13, 2022

2023 Emerging Markets Outlook: Brighter Days Ahead

5 mins; December 12, 2022

Andrew Sheets: A More Promising Start to 2023

3 mins; December 09, 2022

2023 Chinese Economic Outlook: The Path Towards Reopening

6 mins; December 08, 2022

Global Thematics: What’s Behind India’s Growth Story?

7 mins; December 07, 2022

Matt Hornbach: Key Currency Trends for 2023

3 mins; December 06, 2022

Mike Wilson: Why Did Treasury Bonds Rally?

3 mins; December 05, 2022

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

4 mins; December 02, 2022

Jonathan Garner: A Bullish Turn on Asia and Emerging Markets

4 mins; December 01, 2022

Michael Zezas: What Will China’s Reopening Mean for the U.S.?

2 mins; November 30, 2022

Stephen Byrd: A New Approach to ESG

3 mins; November 29, 2022

2023 European Outlook: Recession & Beyond

7 mins; November 28, 2022

Michelle Weaver: A Very Different Holiday Shopping Season

3 mins; November 25, 2022

Michael Zezas: Mixed News from the U.S./China Meeting

2 mins; November 23, 2022

U.S. Outlook: What Are The Key Debates for 2023?

10 mins; November 22, 2022

Mike Wilson: When Will Market Volatility Subside?

3 mins; November 21, 2022

Robin Xing: China’s 20th Party Congress Commits to Growth

4 mins; November 18, 2022

U.S. Housing: How Far Will the Market Fall?

7 mins; November 17, 2022

2023 Global Strategy Outlook: Big Shifts in Dynamics

9 mins; November 16, 2022

2023 Global Macro Outlook: A Different Kind of Year

11 mins; November 15, 2022

Mike Wilson: Dealing With the Late Cycle Stage

4 mins; November 14, 2022

Global Tech: What’s Next for EdTech?

5 mins; November 11, 2022

Michael Zezas: The Midterm Elections’ Market Impact

2 mins; November 10, 2022

Stephan Kessler: What Does the Future Hold for ESG Investing?

3 mins; November 09, 2022

U.S. Media: Will Streaming Overtake Traditional Cable?

6 mins; November 08, 2022

Mike Wilson: Is the U.S. Equity Rally Over?

3 mins; November 07, 2022

Andrew Sheets: A Swing Towards Bonds?

3 mins; November 04, 2022

Labor: Are People Returning to Work?

4 mins; November 03, 2022

Michael Zezas: Preparing for an Uncertain Election

3 mins; November 02, 2022

Private Markets: Uncertainty in the Golden Age

6 mins; November 01, 2022

Mike Wilson: Has the Fed Gone Far Enough?

4 mins; October 31, 2022

U.K. Economy: Volatility's Impact Across Markets

9 mins; October 28, 2022

U.K. Economy: All Eyes on the U.K.

8 mins; October 27, 2022

Seth Carpenter: The Next Steps for the Bank of England

3 mins; October 26, 2022

Michael Zezas: Policy Pressure from the U.S. to China

2 mins; October 25, 2022

Mike Wilson: What is Causing the Market Rally?

3 mins; October 24, 2022

Andrew Sheets: The U.K.’s Struggle to Bring Down Inflation

3 mins; October 21, 2022

Graham Secker: Do European Earnings Have Further to Fall?

4 mins; October 20, 2022

ESG: How will Evolving Regulations Affect Investment?

6 mins; October 19, 2022

Matthew Hornbach: Why U.S. Public Debt Matters

3 mins; October 18, 2022

Mike Wilson: Will Bond Markets Follow the Fed?

3 mins; October 17, 2022

Andrew Sheets: Overseas, Currency Matters

3 mins; October 14, 2022

ESG: A New Framework for Utilities

5 mins; October 13, 2022

U.S. Economy: Is Inventory Outpacing Sales?

4 mins; October 12, 2022

Seth Carpenter: The Political Economy

4 mins; October 11, 2022

Mike Wilson: Earnings Begin to Guide Lower

3 mins; October 10, 2022

Chetan Ahya: When Will China’s Economy Reopen?

3 mins; October 07, 2022

U.S. Housing: Are Home Prices Decelerating?

6 mins; October 06, 2022

Michael Zezas: Shifting Global Supply Chains

2 mins; October 05, 2022

Vishy Tirupattur: Can Corporate Credit Provide Shelter?

3 mins; October 04, 2022

Mike Wilson: The Problem with the U.S. Dollar

4 mins; October 03, 2022

Global Macro: Intervention & Inflation

10 mins; September 30, 2022

Jonathan Garner: An Unusual Cycle for Asia and EM Equities

3 mins; September 29, 2022

Ellen Zentner: The Narrowing Path for a Soft Landing

4 mins; September 28, 2022

Martijn Rats: Will Oil Prices Continue to Fall?

3 mins; September 27, 2022

Mike Wilson: A Sudden Drop for Stocks and Bonds

3 mins; September 26, 2022

U.S. Economy: The Fed Continues to Fight Inflation

7 mins; September 23, 2022

Thematic Investing: Moonshots

8 mins; September 22, 2022

Michael Zezas: Why Isn’t Fed Hiking Impacting Inflation?

2 mins; September 21, 2022

Robin Xing: Can China’s Economy Stabilize Global Growth?

4 mins; September 20, 2022

Seth Carpenter: Tracking the Coming Slowdown

4 mins; September 19, 2022

Andrew Sheets: The Case for Credit

3 mins; September 16, 2022

U.S. Public Policy: The Impact of Student Loan Forgiveness

6 mins; September 15, 2022

Michael Zezas: Why the Midterm Elections Matter

2 mins; September 14, 2022

Daniel Blake: The Resilience of Japanese Equities

3 mins; September 13, 2022

Graham Secker: European Equities Face Earnings Concerns

3 mins; September 12, 2022

Andrew Sheets: The Complex U.K. Economy

3 mins; September 09, 2022

Matthew Hornbach: How Markets Price in Quantitative Tightening

4 mins; September 08, 2022

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