Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
In this episode of Thoughts on the Market, Brian Nowak, Keith Weiss, and Matt Bombassei discuss key takeaways from Morgan Stanley's Spark Private Company Conference, focusing on the themes impacting various sectors like energy, healthcare, financial services, and cybersecurity. The discussion highlights the lack of con...
The podcast discusses the complex and evolving relationship between the U.S. and China, highlighting their economic interdependence despite strategic competition and recent trade tensions like rare earth export controls and proposed tariffs. It suggests that a full economic decoupling is unlikely due to staggering cost...
Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist, discusses his belief that a new bull market began in April, following what he identifies as the trough of a three-year rolling recession in the U.S. economy. He attributes this to an inflationary regime post-COVID, leading to hotter but shorter economi...
Ariana Salvatore, Morgan Stanley's U.S. public policy strategist, discusses the re-escalation of U.S.-China trade tensions, specifically China's stricter export controls on rare earths and the U.S. response of proposed 100% tariffs on Chinese exports. She outlines four potential scenarios for how these tensions could p...
Andrew Sheets and Vishy Tirupattur discuss three major topics in credit markets: private credit, the M&A cycle, and funding for AI infrastructure. Vishy defines private credit as lending to small and medium-sized companies by non-banks, noting concerns about opaqueness but not seeing systemic risk. Andrew addresses the...
The podcast discusses the deterioration of sovereign debt and fiscal outlooks, highlighting recent political events in Japan and France as catalysts. In Japan, the unexpected election of Sine Takaichi as the new LDP leader has led to market expectations for a more activist fiscal agenda, impacting long-end interest rat...
Chetan Ahya, Morgan Stanley's Chief Asia Economist, discusses the significant challenge of a soft labor market facing Asia's young workforce, particularly in China, India, and Indonesia. He highlights that youth unemployment averages 16% across Asia, with rates in the three most populous economies being double that of ...
Betsy Graseck and Mike Cyprys discuss the impending consolidation in the asset and wealth management industries. Mike outlines the asset management industry's expected 8% annual growth over five years, driven by private markets and solutions, while Betsy forecasts a 5.5% CAGR for wealth management, reaching $393 trilli...
Michelle Weaver, Morgan Stanley's U.S. thematic and equity strategist, discusses the increasing impact of inheritance on American financial lives, identifying it as a key element of longevity. She highlights that baby boomers are expected to transfer trillions of dollars to younger generations, making inheritance a sig...
In this episode of "Thoughts on the Market," Andrew Sheets, head of corporate credit research at Morgan Stanley, explores the historical context of Morgan Stanley's first bond issuance 90 years ago, amidst the Great Depression and the implementation of the Glass-Steagall Act. He highlights that a 30-year corporate bond...
Michael Zezas, Global Head of Fixed Income Research and Public Policy Strategy, discusses the ongoing U.S. government shutdown, noting the market's initial calm despite the one-week mark. He outlines three checkpoints that could shake investor confidence if the shutdown continues: the first missed paycheck for furlough...
Vishy Tirupattur, Morgan Stanley's Chief Fixed Income Strategist, discusses how the shape of the yield curve impacts credit and housing markets. He explains that Morgan Stanley economists anticipate multiple Fed rate cuts, leading to a steeper yield curve. This steepening, driven by falling front-end yields, benefits c...
Daniel Blake and Tim Chan discuss how Asia is reshaping its development strategy, corporate governance, and capital markets to achieve global leadership. They cover themes such as competitive reinvention, corporate governance reforms in Japan, China, Korea, India, and Singapore, and the impact of a multipolar world on ...
This podcast episode serves as a promotional trailer for Season 3 of "What Should I Do With My Money," a Morgan Stanley Wealth Management podcast. Hosted by Jamie Rowe, the podcast features real people asking financial questions to experienced advisors. The new season addresses topics such as early retirement, midlife ...
The podcast, hosted by Jack Lin from Morgan Stanley's China healthcare team, discusses the significant growth and global impact of China's biotech sector. Lin highlights that China is transitioning from generics manufacturing to a major player in global innovation, projecting that China-originated assets could account ...
Laura Wang, Morgan Stanley's Chief China Equity Strategist, discusses China's new economic policy, the "anti-involution" campaign, which aims to address excessive competition, deflationary pressures, and overcapacity. She explains that involution describes a cycle of companies eroding profits through price wars and ove...
In this episode of "Thoughts on the Market," Seth Carpenter, along with Mike Gapen and Chetan Ahya, discusses the economic outlook, primarily focusing on the U.S. They delve into the impact of tariffs and immigration restrictions on inflation and economic growth. Mike Gapen suggests that tariffs haven't been fully abso...
In this episode of "Thoughts on the Market," Seth Carpenter, Morgan Stanley's Global Chief Economist, hosts a roundtable discussion with Chetan Ahya, Chief Asia Economist, and Jens Eisenschmidt, Chief Europe Economist, to analyze the global economic landscape. The conversation covers China's anti-involution policy and ...
Andrew Sheets, head of corporate credit research at Morgan Stanley, discusses factors that could stimulate corporate activity in 2026, provided the labor market remains stable. He highlights significant U.S. government spending, projected record-breaking AI-related corporate investments, and a deregulatory push that co...
Michael Zezas and Ariana Salvatore discuss the potential U.S. government shutdown as the fiscal year ends on September 30th. They explain that Republicans are advocating for a clean continuing resolution until November 21st, while Democrats seek to tie funding to legislative compromises on ACA subsidies and Medicaid sp...
Follow this podcast in Podwise
Sign in to get AI summaries, transcripts and mind maps for any episode, including new ones.
