Thoughts on the Market

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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.

  1. 3 HR AGO

    US Elections: Lessons From the UK

    As President-Elect Trump’s new administration takes shape, all eyes are on fiscal policy that may follow. Our Global Chief Economist Seth Carpenter uses the United Kingdom’s recent election as a guide for how markets could react to a policy shift in the US.

    4 min

  2. 1 DAY AGO

    Will Tariffs Dampen Asia’s Economic Growth?

    Our Chief Asia Economist Chetan Ahya discusses the potential impact of tariffs on China and other Asian countries following the US election.

    4 min

  3. 2 DAYS AGO

    Pricing In the Likely Republican Sweep

    With the Republican party poised to clinch control of the White House and Congress, our CIO and Chief US Equity Strategist says markets are readying for a lighter regulatory environment, supportive tax policy and a possible rebound in investor enthusiasm.

    4 min

  4. 5 DAYS AGO

    Investor Expectations After the US Election

    Our head of Corporate Credit Research Andrew Sheets provides an overview of uncertainty around policy following the election of a Republican administration.

    4 min

  5. 6 DAYS AGO

    Taking the Pulse of the US Consumer

    Our panel of analysts discusses the health of the US consumer through the lens of spending, credit use and home ownership.

    9 min

  6. 6 NOV

    After Trump Win, Where Do Markets Move from Here?

    With a second Trump term at least partially reflected in the price of global markets, we focus on two key debates for the longer-term: Potential tariffs and fiscal policy.

    3 min

  7. 5 NOV

    Why Are Users and Investors Breaking Up with Online Dating?

    Analyst Nathan Feather discusses why the online dating market is slowing down, and whether or not it can get back on track.

    4 min

  8. 5 NOV

    US Elections: Weighing the Options

    On the eve of a competitive US election, our CIO and Chief US Equity Strategist joins our head of Corporate Credit Research and Chief Fixed Income Strategist to asses how investors are preparing for each possible outcome of the race.

    14 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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