1,130 episodes
Thoughts on the Market Morgan Stanley Podcasts
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- Business
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5.0 • 3 Ratings
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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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Global Questions About the US Elections
Our Global Head of Fixed Income and Thematic Research reflects on Japanese investors’ interest in the outcome of the upcoming presidential vote in the US.
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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.
Customer Reviews
Short and powerful
Loving the concise comdensed build of the podcast. Really short and really spot on. I wish every other podcast would understand that. But hey, this one is that. I'm here to stay. Looking forward to the next, and the next, and the next episode.