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?
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?
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?
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.
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.
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.
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?
Love this show. Great depth and thought in 3min. Listen to it everyday
Mike Wilson has had the best equity price forecasts on Wall Street. Other MS analysts on the podcast are also first rate.
Quick hits for staying on top of mkts
Enjoy these on the daily commute, shorter frequent podcasts, geared towards those in investment industry.