Thoughts on the Market Morgan Stanley Podcasts
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- Business
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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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How Mexico’s Elections Could Change Global Markets
Morgan Stanley’s Chief Latin America Strategist explains the importance of Mexico’s upcoming presidential election, laying out the possible investment implications of potential policy reforms.
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The Fed Sends a Clear Message
Our Chief Fixed Income Strategist explains why the Federal Reserve’s most recent meeting was so consequential, and the likeliest path ahead for interest rates.
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Can U.S. Dollar Dominance Continue?
Our expert panel explains the U.S. dollar’s current status as the primary global reserve currency and whether the euro and renminbi, the or even crypto currencies are positioned to take over that role.
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Managing for Economic Uncertainty
As the U.S. economy continues to send mixed signals, our CIO and Chief US Equity Strategist explains how markets are likely to oscillate between “soft landing” and “no landing” outcomes.
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What If Rates Are Higher for Longer?
Our CIO for Wealth Management, Lisa Shalett, and our Head of Corporate Credit Research continue their discussion of the impact of interest rates on different asset classes, the high concentration of value in equity markets and more.
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Separating the Cyclical from the Systemic
Lisa Shalett, our CIO for Wealth Management, and our Head of Corporate Credit Research discuss how to forecast expected returns over the long term, and whether historic cycles can help make sense of the market environment today.
Customer Reviews
A Very Good Podcast
This is one of the more informative business podcasts out there. It contains sensible, well considered opinions and commentary presented in an intelligent manner.
Mike W is amazing
Mike Wilson (MS) is unbelievable with his market analysis and predictions. Been following this thoughts for over a year now and he is always bang on target. True, honest and accurate predications backed by diverse data points and historical facts. I wish more people listened to this podcast and made their financial decisions accordingly. Keep it coming Mike, love it!
Is Mike Wilson going to be right in 2023
So far, not. And is he backing away from the 3000 to 3300 call on S&P. If so, he should let people know what is new target is OR when he expects 3000 to be hit. He does not sound so bearish anymore but he should quantify his views so people know where he stands. So far, not correct at all for 2023.