1,124 episodes

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

Thoughts on the Market Morgan Stanley Podcasts

    • Business

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

    Midyear Economic Outlook: Reasons for Optimism

    Midyear Economic Outlook: Reasons for Optimism

    • 6 min
    Seeking Better Value in Emerging Market Debt

    Seeking Better Value in Emerging Market Debt

    Our Head of Corporate Credit Research explains why the debt of high-rated EM countries is a viable alternative for investors looking for high yields with longer duration.

    • 3 min
    Get Ready for a Summer Travel Boom

    Get Ready for a Summer Travel Boom

    Our research shows travelers are willing to spend more this summer than last. U.S. Thematic Strategist Michelle Weaver explains how this will impact the airline, cruise and lodging industries.

    • 3 min
    The Narrow Scope of US Tariffs on China

    The Narrow Scope of US Tariffs on China

    Our Global Head of Fixed Income and Thematic Research explains that the Biden administration’s new tariffs on Chinese imports are narrower than those of 2018 and 2019, but still send a signal about the economic relationship between the US and China.

    • 2 min
    Lessons from Retail Success Stories

    Lessons from Retail Success Stories

    Our Retail Analyst discusses the key strategies that have propelled a select few companies in U.S. consumer retail amid a challenging demand backdrop.

    • 4 min
    Spring IMF Meetings Spark Cautious Optimism

    Spring IMF Meetings Spark Cautious Optimism

    Our experts highlight their biggest takeaways from the International Monetary Fund’s recent meetings, including which markets around the globe are on an upward trajectory.

    • 7 min

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