1,129 episodes
Thoughts on the Market Morgan Stanley Podcasts
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- Business
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4.8 • 1.2K Ratings
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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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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.
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Midyear Cross-Asset Outlook: Bullish Possibilities
Our Global Cross-Asset Strategist and Global Chief Economist discuss the state of asset markets at the midway point of 2024, and why the current backdrop suggests positive directions for several key markets.
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Midyear Economic Outlook: Reasons for Optimism
Our Global Chief Economist and Global Cross-Asset Strategist discuss the state of the global economy at the midpoint of 2024, including how the U.S. and Europe are on growth trajectories despite volatile economic data.
Customer Reviews
Bite size, thoughtful and informative updates
I really enjoy these pieces during my commute. They’re short and packed with information. There’s so much news out there and things to catch up on. I feel this is a great way to get information in a manageable way.
Thank you for telling the truth about the low emissions of nuclear
It’s sad that many looney leftists want to do away with nuclear because they think woke windmills and solar are the answer. Misinformation can be deadly to our planet.
Mike Wilson
Did MS finally fire Mike Wilson?