1129 episódios

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

    • Negócios
    • 4,9 • 7 classificações

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

    Midyear European Equities Outlook: In the Sweet Spot

    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.

    • 3 min
    Midyear Credit Outlook Favors Moderation

    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.

    • 3 min
    Midyear Housing Outlook: Is Home Sale Activity Picking Up?

    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.

    • 6 min
    Midyear US Economic Outlook: Continued Resilience

    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.

    • 3 min
    Midyear Cross-Asset Outlook: Bullish Possibilities

    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.

    • 9 min
    Midyear Economic Outlook: Reasons for Optimism

    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.

    • 6 min

Críticas de clientes

4,9 de 5
7 classificações

7 classificações

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