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Mike Wilson: On Recession Risks, Perspective Matters
26 augustus 2019 · 3 min
On today’s podcast, would stock markets be full steam ahead with a healthy dose of Fed rate cuts or a lack of concerns over trade? Chief Investment Officer Mike Wilson provides some much needed perspective on the rising risks of recession.
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Andrew Sheets: All Hail the U.S. Consumer?
23 augustus 2019 · 3 min
On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets dives into a key debate on the U.S. economy: How could the risk of recession be rising when consumer activity is so strong?
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Michael Zezas: Time to Rethink Allocations?
21 augustus 2019 · 2 min
On today’s podcast: Amid a bond rally and stock volatility, August has been quite a ride. How should investors think about their allocations? Analysis from Michael Zezas, Head of Public Policy and Municipal Strategy.
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Mike Wilson: Back Next Week
19 augustus 2019 · 1 min
Mike Wilson is off this week. Please check back Wednesday for more Thoughts on the Market.
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Andrew Sheets: The Yield Curve Inverts for a Reason
16 augustus 2019 · 3 min
On today’s podcast, Chief Across-Asset Strategist Andrew Sheets shares three takeaways from this week’s inversion of the yield curve, historically the signal of a possible recession.
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Michael Zezas: The Story Behind Falling Bond Yields
14 augustus 2019 · 2 min
On today’s podcast, Head of U.S. Public Policy and Municipal Strategy Michael Zezas explains how the challenges facing U.S. farmers can provide insight on the current bond market.
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Mike Wilson: Navigating the Q3 Dog Days
12 augustus 2019 · 3 min
On today’s podcast, Chief Investment Officer Mike Wilson identifies several catalysts that could drive increased Q3 volatility. Are markets still facing a correction this quarter?
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Andrew Sheets: Can Central Banks Keep Up with Market Expectations?
9 augustus 2019 · 3 min
On today’s podcast, Chief Cross Asset Strategist Andrew Sheets looks at how the expectations markets are placing on central banks, as much as the actions of the banks themselves, are affecting outcomes.
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Michael Zezas: The Potential Impact of Lasting Tariffs
7 augustus 2019 · 2 min
On this episode, Head of Public Policy Research Michael Zezas walks investors through the current impasse on U.S.-China trade. How might new tariffs heighten downside risks for the U.S. economy?
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Mike Wilson: Markets Face a “Sell the News” Moment
5 augustus 2019 · 4 min
On today’s podcast, Chief Investment Officer Mike Wilson asks whether the Fed rate cut and reemergence of trade tensions rattled markets or simply revealed the possibility of deteriorating fundamentals.
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Andrew Sheets: The Fed’s Great Expectations Quandary
2 augustus 2019 · 4 min
On today's podcast, Markets met the Fed rate cut with a collective shrug. Could investor expectations make it harder for the Fed to succeed? Chief Cross-Asset Strategist Andrew Sheets provides analysis.
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Michael Zezas: Trade Uncertainty and Corporate Confidence
31 juli 2019 · 2 min
On today’s podcast, Head of U.S. Public Policy Michael Zezas examines how continued trade policy uncertainty is weighing on corporate confidence and spending. Is a turning point ahead?
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Mike Wilson: Will the Fed Surprise on a Rate Cut?
30 juli 2019 · 4 min
On today’s podcast, Chief Investment Officer Mike Wilson gauges the reaction to a potential Wednesday Fed rate cut. Have markets already priced in any rally?
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Special: Access & Opportunity Preview
26 juli 2019 · 5 min
Morgan Stanley's Carla Harris talks with Charles Hudson, founder and Managing Partner at Precursor Ventures, a seed-stage investor bringing an institutional perspective to startups in the earliest stages of their development.
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Michael Zezas: The Fed Rate Cut Debate for Bond Investors
24 juli 2019 · 3 min
On today’s podcast, Head of Public Policy and Municipal Strategy Michael Zezas considers the debate between the consensus view of a potential 25 basis point Fed rate cut vs a 50 basis point cut.
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Mike Wilson: Weighing a Potential Fed Rate Cut
22 juli 2019 · 4 min
On today’s podcast, Chief Investment Officer Mike Wilson says what matters for markets now isn't how much the Fed or other central banks could cut—but why they would cut.
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Andrew Sheets: 3 Consensus Views Worth Questioning
19 juli 2019 · 4 min
On today’s podcast, Chief Cross-asset Strategist Andrew Sheets digs into three key debates around central bank policy expectations, valuations and investor sentiment.
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Michael Zezas: 2020 Election: How Likely Is Medicare-for-All?
17 juli 2019 · 2 min
On today’s podcast, Head of U.S. Public Policy research Michael Zezas asks “Would a Democratic presidential win mean the end of the road for private health care insurance?
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Mike Wilson: For the S&P 500, Breaking Out Is Hard to Do
15 juli 2019 · 4 min
On today’s podcast, Chief Investment Officer Mike Wilson says a sustained breakout above 3,000 has eluded the S&P 500. Will the Fed’s potential rate cut be the catalyst?
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Andrew Sheets: A Second (and Third) Opinion for Equity Markets
12 juli 2019 · 4 min
On this episode, Chief Cross-Asset Strategist Andrew Sheets examines the models for stock performance, and how they are all leading to a similar conclusion.
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Michael Zezas: Healthcare Reform - Here We Go Again?
10 juli 2019 · 3 min
On today’s podcast, as the 2020 Election nears, healthcare reform is a central debate once again. Head of U.S. Public Policy Michael Zezas shares potential outcomes for patients—and investors.
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Mike Wilson: 3 Summer Surprises Investors Could Be Missing
8 juli 2019 · 3 min
On today’s podcast, Chief Investment Officer Mike Wilson says markets are typically savvy on how and when to price news events. But are markets overlooking some potential bad news?
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Andrew Sheets: A Narrow Path
5 juli 2019 · 4 min
On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets says that while conditions could line up for market success, the variables that need to align are many and diverse.
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Michael Zezas: How Markets View the Pause on Trade Tariffs
3 juli 2019 · 3 min
On today’s podcast, Head of U.S. Public Policy Michael Zezas says a pause on trade tariffs should be good news for markets and growth, but is the path forward any clearer?
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Mike Wilson: A G20 Trade Truce?
1 juli 2019 · 4 min
On today’s podcast, markets are cheering this weekend’s pause on U.S.-China trade tensions. But is the potential progress enough to extend the longest business cycle in history?
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Andrew Sheets: What to Watch from the G20
28 juni 2019 · 4 min
On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets shares three possible trade outcomes from the G20—and how markets may react to a pause on new tariffs.
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Michael Zezas: Indirect Impacts
26 juni 2019 · 4 min
In today’s podcast, Head of U.S. Public Policy strategy Michael Zezas discusses how the great debate playing out in markets around trade is about more than direct impacts.
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Mike Wilson: Are Markets Putting Stock in Trade?
24 juni 2019 · 3 min
With corporate confidence softening, could movement on U.S.-China trade at the G20 be the catalyst for growth in the second half of the year? Chief Investment Officer Mike Wilson has analysis.
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Andrew Sheets: Let’s Say the Fed Cuts Rates in July…
21 juni 2019 · 4 min
Morgan Stanley's economics team now expects the Fed to cut interest rates by half a percent possibly as soon as July. On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets examines how markets could react.
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Michael Zezas: Three Possible Trade Paths from the G20
19 juni 2019 · 3 min
On today’s podcast, Head of U.S. Public Policy strategy Michael Zezas says three likely U.S.-China trade scenarios will come out of the G20. But a tariff pause might be the trickiest for investors.
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Mike Wilson: How Confident Are U.S. Businesses in the Economy?
17 juni 2019 · 3 min
On today’s episode, Chief Investment Officer Mike Wilson shares a readout on the firm’s proprietary Business Conditions Index. Are the data softening more than investors realize?
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Andrew Sheets: The Dangers of Cheering for Weaker Data
14 juni 2019 · 4 min
On today’s podcast, Chief Cross-asset Strategist Andrew Sheets provides a bit of historical perspective on the logic of rooting for weaker data and lower interest rates.
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Michael Zezas: Why ‘Slowbalization’ May Be Feeding Trade Tensions
12 juni 2019 · 3 min
Head of U.S. Public Policy Michael Zezas says that independent of current trade concerns, the trend toward globalized supply chains is fading, as companies respond both to political and market incentives.
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Mike Wilson: Why Trade Tensions Are Only Part of the Story
10 juni 2019 · 3 min
Investors and media have been hyper-focused on trade and Fed policymaking. But according to Chief Investment Officer Mike Wilson, some key economic data points are the real story to watch.
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Andrew Sheets: For Markets, Signs, Signs, Everywhere Signs
7 juni 2019 · 3 min
On today’s podcast, Chief Cross-asset Strategist Andrew Sheets says that while discussion of a Fed rate cut may have helped markets rebound, several longer-term signals are troubling.
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Michael Zezas: U.S.-Mexico Trade Adds to Recession Risks
5 juni 2019 · 2 min
On today’s episode, Head of U.S. Public Policy Michael Zezas says further escalation of trade tensions could come with a cost. Are the risks of a global recession increasing?
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Mike Wilson: U.S. Equities: How Much Correction is Ahead?
3 juni 2019 · 4 min
On today’s TOTM, Chief Investment Officer Mike Wilson says trade tensions may be rattling markets, but the fundamentals are the real culprit behind the correction. So where are equities headed next?
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Andrew Sheets: Fed to the Rescue? Maybe Not.
31 mei 2019 · 4 min
On today’s podcast, Chief Cross Asset Strategist Andrew Sheets examines the notion that the Fed stands willing and able to reduce interest rates and support markets.
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Michael Zezas: U.S.-China Trade and “The Prisoner’s Dilemma”
29 mei 2019 · 2 min
On today’s episode, Head of U.S. Public Policy Michael Zezas explains why a key principle of game theory could help investors navigate markets amid rising trade tensions.
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Mike Wilson: Are U.S. Economic Indicators Flashing Yellow?
27 mei 2019 · 3 min
On today’s podcast, Chief Investment Officer Mike Wilson says although some investors may assume recent equities volatility is based on trade worries, some key data points may be the real culprit.