Thoughts on the Market
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Thoughts on the Market
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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The Fed’s Course Under a New Chair
Our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen discuss the path for U.S. interest rates after the nominatio...
Affordability Takes Center Stage in U.S. Policy
Affordability is back in focus in D.C. after the brief U.S. shutdown. Our Deputy Global Head of Research Michael Zezas and Head of Public Policy Resea...
A New Playbook for Equity Investors
Our Chief Cross-Asset Strategist Serena Tang and senior leaders from Investment Management Andrew Slimmon and Jitania Kandhari unpack new investment t...
New Fed Chair, New Market Signals
Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses how the nomination of Kevin Warsh to lead the Fed could move markets.
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Why Markets Should Keep Running Hot
Our Global Head of Fixed Income Andrew Sheets discusses key market metrics indicating that valuations should stay higher for longer, despite some inve...
Special Encore: What’s Driving European Stocks in 2026
Original Release Date: January 16, 2026
Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock b...
The Stakes of Another Government Shutdown
Our Deputy Head of Global Research Michael Zezas explains why the risk of a new U.S. government shutdown is worth investor attention, but not overreac...
A Rebound for Hong Kong’s Property Market
Our Head of Asian Gaming & Lodging and Hong Kong/India Real Estate Research Praveen Choudhary discusses the first synchronized growth cycle for Hong K...
Four Key Themes Shaping Markets in 2026
Our Global Head of Thematic and Sustainability Research Stephen Byrd discusses Morgan Stanley’s key investment themes for this year and how they’re in...
How Consumers, CapEx and Fiscal Policy Are Driving Growth
In the second of their two-part roundtable, Seth Carpenter and Morgan Stanley’s top economists break down the forces influencing growth across differe...
Mapping Global Central Bank Paths
Our Global Chief Economist Seth Carpenter joins our chief regional economists to discuss the outlook for interest rates in the U.S., Japan and Europe....
Pricing in Trump’s Speech at Davos
All eyes have been on President Trump’s address at the World Economic Forum. Michael Zezas, our Deputy Global Head of Research, and Ariana Salvatore,...
Housing Market: Limited Impact from Policy
Our co-heads of Securitized Products Jay Bacow and James Egan explain why recent U.S. government measures won’t change much the outlook for mortgage r...
What’s Driving European Stocks in 2026
Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the main themes for European stocks...
The Boost From Easing Market Rules
Our Global Head of Fixed Income Research Andrew Sheets looks at the implications of the U.S. government’s efforts to ease regulations, from bank balan...
The Case for India’s Market Comeback
Our Head of India Research and Chief India Equity Strategist Ridham Desai addresses a big debate: whether India stocks are poised for a recovery after...
Will U.S. Manufacturing See a 2026 Boom?
Our U.S. Thematic Strategist Michelle Weaver and U.S. Multi-Industry Analyst Chris Snyder discuss a North America Big Debate for 2026: Whether investm...
Why Markets Stay Steady Amid Venezuela Developments
Our Chief Fixed Income Strategists Vishy Tirupattur discusses the calm market reaction to the latest developments in Venezuela and the potential impli...
Signals Align for a Growth Cycle
Our Global Head of Fixed Income Research Andrew Sheets takes a look at multiple indicators that are pointing on the same direction: strong growth for...
Driverless Cars Take the Fast Lane
Our Head of U.S. Internet Research Brian Nowak and Andrew Percoco, Head of North America Autos and Shared Mobility Research, discuss why adoption of a...
A Revolution in Credit Markets
Our Chief Fixed Income Strategist Vishy Tirupattur is joined by Dan Toscano, the firm’s Chairman of Markets in Private Equity, unpack how credit marke...
How Venezuela Events Could Affect Markets and Policy
Our Deputy Director of Global Research Michael Zezas and our U.S. Public Policy Strategist Ariana Salvatore discuss the implications of the U.S action...
The Bullish Signals That Investors Overlook
Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses key catalysts that investors may be missing, but that are likely to boost U.S. equities...
Bigger Tax Refunds Likely to Power the Economy
Our U.S. Economist Heather Berger discusses how larger tax refunds in 2026 could boost income and help support consumer balance sheets throughout the...
Special Encore: What’s Driving U.S. Growth in 2026
Original Release Date: November 25, 2025
Our Chief U.S. Economist Michael Gapen breaks down how growth, inflation and the AI revolution could pl...
Special Encore: Investors’ Top Questions for 2026
Original Release Date: December 3, 2025
Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas and Chief Global Cross...
Special Encore: Who’s Disrupting — and Funding — the AI Boom
Original Release Date: November 13, 2025
Live from Morgan Stanley’s European Tech, Media and Telecom Conference in Barcelona, our roundtable of...
Special Encore: 2026 U.S. Outlook: The Bull Market’s Underappreciated Narrative
Original Release Date: November 19, 2025
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he continues to hold on to an out-of-...
Special Encore: 2026 Global Outlook: Slower Growth and Inflation
Original Release Date: November 17, 2025
In the first of a two-part episode presenting our 2026 outlooks, Chief Global Cross-Asset Strategist Se...
Will the Data Center Boom Impact Your Wallet?
Our Thematic and Equity Strategist Michelle Weaver and Power, Utilities, and Clean Tech Analyst David Arcaro discuss how investments in AI data center...
Rebalancing Portfolios as Risk Premiums Drop
Our Chief Cross-Asset Strategist Serena Tang discusses how current market conditions are challenging traditional investment strategies and what that m...
How Will Credit Markets Fare in 2026?
To conclude their two-part discussion, our Head of Corporate Credit Research Andrew Sheets and Chief Investment Officer for Morgan Stanley Wealth Mana...
How to Navigate a High Inflation Regime
Our Head of Corporate Research Andrew Sheets and Chief Investment Officer for Morgan Stanley Wealth Management Lisa Shalett unpack what’s fueling pers...
U.S. Policy Breaks Past Peak Uncertainty
Our Public Policy Strategists Michael Zezas and Ariana Salvatore break down key moves from the White House, U.S. Congress and Supreme Court that could...
Where Investors Agree—or Don’t—With Our 2026 Outlook
Our Chief Fixed Income Strategist Vishy Tirupattur responds to some of the feedback from clients on Morgan Stanley’s 2026 global outlooks.
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Why Market Stability Matters to the Fed
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains the significance of the Fed’s decision to resume buying $40 billion of Treasury bills mo...
Is the Credit Cycle Overheating?
Our Head of Corporate Credit Research Andrew Sheets explains why 2026 might bring a credit cycle that burns hotter before it burns out.
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Fed’s Next Steps and Markets’ Reactions
Our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen discuss the Fed’s path as inflation remains above its target...
Asia’s Economy and Markets in 2026
Our Chief Asia Economist Chetan Ahya and Chief China Equity Strategist Laura Wang unpack Asia’s broadening economic recovery and focus on China’s path...
The Outlook for European Stocks in 2026
Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the key drivers, risks, and sector s...