1,131 episodes
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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European Economic Outlook: Decidedly More Optimistic
Our Chief Europe Economist explains why the region’s outlook over the next year is trending upward, including how higher growth will lead to lower interest rates this cycle.
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Global Questions About the US Elections
Our Global Head of Fixed Income and Thematic Research reflects on Japanese investors’ interest in the outcome of the upcoming presidential vote in the US.
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Midyear European Equities Outlook: In the Sweet Spot
Our Chief Europe Equity Strategist explains why she is forecasting a 23 percent total return for European equities over the next year.
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Midyear Credit Outlook Favors Moderation
Our Head of Corporate Credit Research explains why moderate economic growth offers opportunities in credit markets – if investors choose carefully.
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Midyear Housing Outlook: Is Home Sale Activity Picking Up?
With cooling inflation and an expected drop for mortgage rates, will more affordable housing lead to a big spike in sales? Our Co-Heads of Securitized Product Research take stock of the US housing market.
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Midyear US Economic Outlook: Continued Resilience
Why is the US economy poised for a strong second half of the year, despite slowing GDP growth? Our Chief US Economist points to population growth, housing demand and anticipated Fed rate cuts.