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Thoughts on the Market Morgan Stanley Podcasts
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- 商業
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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Midyear European Equities Outlook: In the Sweet Spot
Our Chief Europe Equity Strategist explains why she is forecasting a 23 percent total return for European equities over the next year.
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Midyear Credit Outlook Favors Moderation
Our Head of Corporate Credit Research explains why moderate economic growth offers opportunities in credit markets – if investors choose carefully.
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Midyear Housing Outlook: Is Home Sale Activity Picking Up?
With cooling inflation and an expected drop for mortgage rates, will more affordable housing lead to a big spike in sales? Our Co-Heads of Securitized Product Research take stock of the US housing market.
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Midyear US Economic Outlook: Continued Resilience
Why is the US economy poised for a strong second half of the year, despite slowing GDP growth? Our Chief US Economist points to population growth, housing demand and anticipated Fed rate cuts.
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Midyear Cross-Asset Outlook: Bullish Possibilities
Our Global Cross-Asset Strategist and Global Chief Economist discuss the state of asset markets at the midway point of 2024, and why the current backdrop suggests positive directions for several key markets.
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Midyear Economic Outlook: Reasons for Optimism
Our Global Chief Economist and Global Cross-Asset Strategist discuss the state of the global economy at the midpoint of 2024, including how the U.S. and Europe are on growth trajectories despite volatile economic data.