Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
Mike Wilson: Retail Investors Continue to Support Valuations
With supply chain pressures and rising costs still weighing on markets, retail investors continue to see long term value.
Andrew Sheets: Will Cash Stay On The Sidelines?
Consumer saving is up, way up. But whether investors put this money into the markets may have more to do with how much wealth is already in play.
Special Episode: The Two-Pillar Tax Overhaul
Last week, over 130 countries announced an agreement to overhaul international tax rules. The changes may seem high-level, but should investors pay closer attention?
Special Episode: Planes, Trains and Supply Chains
With supply chain delays in air, ocean and trucking on the minds of investors worldwide, what could it mean for the labor market and consumers headed into the holiday season?
Graham Secker: Easing Europe’s Stagflation Concerns
Investors appear nervous about the economic outlook as 3rd quarter earnings season approaches. Are stagflation concerns justified… or perhaps overdone?
Mike Wilson: Clear Skies, Volatile Markets
As the weather chills and we head towards the end of the mid-cycle transition, the S&P 500 continues to avoid a correction. How long until equities markets cool off?