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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US Economy: Bigger, But Not Tighter
New data on both immigration and inflation defied predictions and may have shifted the Fed’s perspective.
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U.S. Equities: No Landing in Sight
Recent data indicates the economy may avoid either a soft or hard landing for now. Our Chief U.S. Equity Strategist explains why investors should seek out quality as the economy stays aloft.
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Mixed Signals for Asia and Emerging Markets
Japan and India are currently set to lead growth in these markets, but a higher-for-longer rate environment in the U.S. could favor China, Hong Kong and others, according to our analyst.
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A Central Piece of the GenAI Puzzle
GenAI will likely drive the exponential growth of data centers. Listen as our Capital Goods Analyst shares key takeaways on the electrical equipment central to the data center market.
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The Repercussions of Rising Global Tensions
As global conflicts escalate, our Global Head of Fixed Income and Thematic Research unpacks the possible market outcomes as companies and governments seek to bolster security.
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How Will the GenAI Revolution Be Powered?
Our Global Head of Sustainability Research and U.S. Utilities Analyst discuss the rapidly growing power needs of the GenAI enablers and how to meet them.