677 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 • 937 Ratings

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

    U.S. Public Policy: Will the Inflation Reduction Act Actually Reduce Inflation?

    U.S. Public Policy: Will the Inflation Reduction Act Actually Reduce Inflation?

    The Senate just passed the Inflation Reduction Act which seeks to fight inflation on a variety of fronts, but the most pressing question is, will the IRA actually impact inflation?

    • 4 min
    U.S. Housing: Will New Lending Standards Slow Housing Activity?

    U.S. Housing: Will New Lending Standards Slow Housing Activity?

    As lending standards tighten and banks get ready to make some tough choices, how will the housing market fare if loan growth slows?

    • 6 min
    Josh Pokrzywinski: Deflationary Opportunities

    Josh Pokrzywinski: Deflationary Opportunities

    While inflation remains high and the battle to bring it down is top of mind, there may be some opportunities in technologies that could help bring down inflation in some sectors.

    • 3 min
    Andrew Sheets: What Can We Learn from Market Prices?

    Andrew Sheets: What Can We Learn from Market Prices?

    The current market pricing can tell investors a lot about what the market believes is coming next, but the future is uncertain and investors may not always agree with market expectations.

    • 3 min
    Michael Zezas: The U.S. and China, a History of Competition

    Michael Zezas: The U.S. and China, a History of Competition

    As investors watch to see if tensions between the U.S. and China will escalate, it’s important to understand the underlying competitive dynamic and how U.S. policy may have macro impacts.

    • 2 min
    Matthew Hornbach: The Fed Pivot That Wasn’t Quite As It Seemed

    Matthew Hornbach: The Fed Pivot That Wasn’t Quite As It Seemed

    After the July FOMC meeting, markets took a quick dive and then made an immediate recovery, so what happened?

    • 3 min

Customer Reviews

4.8 out of 5
937 Ratings

937 Ratings

MarioBours ,

Top Notch

Love this show. Great depth and thought in 3min. Listen to it everyday

RichardRaphael ,

Top Analysts

Mike Wilson has had the best equity price forecasts on Wall Street. Other MS analysts on the podcast are also first rate.

Falcon4CO ,

Quick hits for staying on top of mkts

Enjoy these on the daily commute, shorter frequent podcasts, geared towards those in investment industry.

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