Thoughts on the Market

Morgan Stanley Podcasts
  • 5.0 (7)
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  • UPDATED DAILY
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.

  1. 17 HR AGO

    More Talk, Less Action Could Be Good for Credit Markets

    Our Head of Corporate Credit Research lists realistic scenarios for why credit could outperform expectations in 2025, despite some risks posed by policy changes from the incoming administration.

    4 min

  2. 1 DAY AGO

    Fed Signals Inflation Fight Isn’t Over

    Our Global Head of Macro Strategy joins our Chief U.S. Economist to discuss the Fed’s recent rate cut and why persistent inflation is likely to slow the pace of future cuts.

    9 min

  3. 2 DAYS AGO

    Banking on Deregulation

    Of all of the potential policy changes from the incoming U.S. presidential administration, deregulation could have the most significant impact on markets. Our Chief Fixed Income Strategist explains what’s coming.

    4 min

  4. 3 DAYS AGO

    The Calm Before the Storm?

    Our Global Chief Economist explains why a predictable end to 2024 for central banks may give way to a tempestuous 2025.

    5 min

  5. 4 DAYS AGO

    How Investors Can Best Position for 2025

    Our CIO and Chief U.S. Equity Strategist recaps how equity markets have fared in 2024, and why they might look more conservative early in the new year.

    4 min

  6. 13 DEC

    Why the Airline Industry Could Take Off in 2025

    After an up-and-down 2024 for the U.S. airlines industry, our Freight Transportation & Airlines Analyst Ravi Shanker explains why he is bullish about the sector’s trajectory over the next year.

    4 min

  7. 12 DEC

    Could Private-Label Products Transform Retail?

    Our U.S. Retail Analyst Simeon Gutman discusses shoppers’ embrace of private labels super cycle and how changing consumer behavior could fundamentally change grocery and discount retailers.

    5 min

  8. 11 DEC

    What Could Go Wrong for Corporate Credit?

    Our Head of Corporate Credit Research Andrew Sheets explains why corporate credit may struggle in 2025, including the risks of aggressive policy shifts in the U.S. along with political and structural challenges in Europe and Asia.

    4 min
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Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.

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