Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
Michael Zezas: A Reset for U.S.-Mexico Trade?
Although markets appear more confident that U.S-Mexico trade tensions are largely in the past, investors shouldn't discount potential risks.
Ben Swinburne: Media Eyes the Great Reopening
Media and entertainment had a tricky 2020 with lockdowns pulling forward years of growth for some companies—and challenges to others. So, what happens now?
Mike Wilson: An Eye on Bull Market Surprises
U.S. equities markets have continued to perform well, fueled by upbeat earnings and vaccination news. However, that’s often when surprises arise.
Andrew Sheets: The Risk of Rising Rates
Whether the anticipated fiscal stimulus in the U.S. will be enough to push the economy into inflationary territory, and if we should be concerned about it, is a matter of much debate. Chief Cross-Asset Strategist Andrew Sheets discusses.
Special Episode: Europe’s Economic Scarring Post-Pandemic
Recessions can create long-term scars on labor, investment and the pace of innovation. Is Europe more prepared to lessen COVID-related economic scarring than in past crises?
Michael Zezas: What’s Next for U.S.-China Trade?
Concerns about the state of U.S.-China trade relations dominated investor thinking in 2018 and 2019. What’s the path forward for the Biden administration?
Great market view
Great and insightful view of Mike Wilson, thanks indeed. Thanks for the team for insightful and time,y perspectives all along. Greatly appreciated. Happy Christmas 🎄🌺🎉