507 episodes

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

    • Business
    • 4.8 • 813 Ratings

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

    Andrew Sheets: For the Fed, Are Tapering and Raising Rates the Same Thing?

    Andrew Sheets: For the Fed, Are Tapering and Raising Rates the Same Thing?

    One of our most controversial calls for 2022, that the Fed won’t hike interest rates next year, faces renewed scrutiny amidst high inflation, signals on tapering, and today's employment report.

    • 3 min
    2022 Asia Equities Outlook: Key Debates

    2022 Asia Equities Outlook: Key Debates

    Chief Asia and Emerging Markets Strategist Jonathan Garner highlights the key debates around his team’s outlook on the region’s growth, policy changes and more in the coming year.

    • 4 min
    Michael Zezas: New Restrictions in Light of Omicron?

    Michael Zezas: New Restrictions in Light of Omicron?

    The Omicron variant of COVID-19 has investors concerned about potential new restrictions, but the onus lies most on state and local governments who, for now, are awaiting more information on infection rates and severity.

    • 3 min
    Special Episode: COVID-19 - Omicron Variant Causes Concern

    Special Episode: COVID-19 - Omicron Variant Causes Concern

    Last week’s news of the Omicron variant of COVID-19 has raised questions about transmissibility, vaccine efficacy, and virus mortality. Where does this variant leave us in the fight against COVID-19 and how are markets reacting?

    • 9 min
    Mike Wilson: Markets React to Omicron

    Mike Wilson: Markets React to Omicron

    With last week’s news of the Omicron variant of COVID-19, markets sold-off sharply on Friday, but beyond the headlines, there may be other underlying factors at play.

    • 3 min
    Michael Zezas: A Step Forward for Build Back Better

    Michael Zezas: A Step Forward for Build Back Better

    The Build Back Better Act took a key step towards becoming law last week, signaling implications for fiscal policy and taxation as the bill heads to the Senate.

    • 2 min

Customer Reviews

4.8 out of 5
813 Ratings

813 Ratings

yaymach ,

Amazing podcast

Could we get this added to stitcher please??

Don Shimoda ,

Concise, thoughtful and actionable

Thoughts on the Market is a must listen. The rotating team of strategists pack more market insight into just a few minutes than any other podcast i’ve come across.

armchair econ guy ,

Good advice for retail investors

My daily updaon the world in business and perspective on investing

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