1,118 episodes
Thoughts on the Market Morgan Stanley Podcasts
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- Business
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.