Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
This podcast episode focuses on the turnaround story of Chinese airlines, arguing they are at a once-in-a-decade inflection point. The speaker, a Morgan Stanley analyst, details how the industry is recovering from years of underperformance due to various factors including COVID-19 and trade tensions, highlighting the ...
This podcast provides an update on the evolving North American trade policy, focusing on recent tariff developments. Michael Zezas, Morgan Stanley's Global Head of Fixed Income Research and Public Policy Strategy, explains President Trump's temporary delay of tariffs on Mexico and Canada, while 10% tariffs on Chinese ...
This podcast discusses the potential impacts of President Trump's new energy policies on various sectors. The panelists analyze how natural gas and nuclear power are likely to benefit, while wind (especially offshore) and electric vehicles face challenges. They highlight that while the near-term impact on investment ...
This monologue podcast features Mike Wilson, Morgan Stanley's CIO and Chief U.S. Equity Strategist, offering his market analysis for early February 2024. He reviews the strong second half of 2024, attributing the market surge to the Fed's interest rate cuts, a clearer election outcome favoring President Trump, and sub...
This panel discussion on the "Thoughts on the Market" podcast focuses on the U.S.-Mexico trade relationship, reshoring, and nearshoring trends. The discussion begins with an overview of the impact of 2018 tariffs and the COVID-19 pandemic on global supply chains, leading to a debate on the continued momentum of U.S. r...
This co-hosted financial podcast discusses the outlook for U.S. fiscal policy under the Trump administration and its impact on Treasury yields. The hosts first review the recent FOMC meeting and the Fed's stance on interest rates, then delve into the potential impact of expiring tax cuts and proposed new fiscal polici...
This interview podcast features Morgan Stanley's Andrew Sheets and Jenna Gianelli discussing the outlook for the retail and consumer sectors in 2025. The conversation begins with an overview of the current economic climate, noting seemingly strong data alongside consumer cost pressures and uncertainty surrounding the ...
This interview podcast discusses the potential economic impact of U.S. tariffs on Asia, specifically focusing on China. The hosts, Michael Zezas and Chetan Ahya, explore five potential avenues for increased tariffs on China, as outlined in the "America First" trade policy document. Ahya predicts that China will allow...
This interview podcast discusses the outlook for European defense spending in light of pressure from the Trump administration to increase it to 5% of GDP. The interview features an expert who argues that this 5% target is unrealistic due to economic constraints, political uncertainties, and the defense industry's limi...
This monologue podcast, hosted by Andrew Sheets, head of corporate credit research at Morgan Stanley, focuses on assessing current market optimism. Sheets challenges the notion of peak optimism by contrasting high investor optimism with relatively low corporate optimism, citing low merger and acquisition activity and ...
This panel discussion, featuring a U.S. thematic and equity strategist, head of U.S. Brokers, Asset Managers and Exchanges Research, and a U.S. Midcap Advisors Analyst from Morgan Stanley, focuses on the resurgence of M&A and IPO activity in 2024 and its implications for retail investing in 2025. The panelists discuss...
This monologue podcast, hosted by Michael Zezas, focuses on the impact of trade policy uncertainty on market volatility. The podcast begins by introducing the context of President Trump's re-inauguration and the subsequent investor inquiries regarding policy changes. Zezas then explains how the President's approach, m...
This monologue podcast features Morgan Stanley's Chief Asia Economist, Chetan Ahya, presenting his outlook on Asia's economy in 2025. The podcast is structured around three key factors impacting growth: tariffs (the biggest concern, with phased implementation expected but potential for escalation), the impact of the F...
This monologue podcast features Andrew Sheets, head of Corporate Credit Research at Morgan Stanley, discussing the implications of rising bond yields on corporate credit. He begins by outlining his previous forecast for a positive first half of the year for credit, then explains how recent increases in bond yields, wh...
This co-hosted financial podcast discusses the recent dip in reserve levels at the Federal Reserve (Fed). The hosts explain that the dip, while below the $3 trillion mark (its lowest level since 2020), is likely due to temporary year-end market dynamics rather than a systemic issue. They analyze the implications for t...
This monologue podcast features Morgan Stanley's Global Head of Fixed Income and Public Policy Research, Michael Zezas, discussing four key investment megatrends for 2025. The podcast begins by introducing the four megatrends: the rewiring of the global economy, longevity, the future of energy, and artificial intellig...
This monologue podcast, hosted by Ed Stanley, Morgan Stanley's Global Head of Thematic Research, focuses on the rapidly evolving field of artificial intelligence (AI) and its impact on the stock market. Stanley introduces the concept of "agentic AI," where AI programs transition from reactive to proactive task fulfill...
This panel discussion-style podcast, "Thoughts on the Market," focuses on the energy transition and investment opportunities in 2025. The discussion begins with an overview of U.S. carbon emission reductions, primarily driven by natural gas replacing coal and increased renewable energy. The panelists then delve into ...
This episode of the podcast series "Big Debates" explores the evolution of artificial intelligence (AI) in the enterprise software market as we look ahead to 2025. The conversation begins with a shift in focus from AI infrastructure to the application of AI capabilities in software. Key topics include the rise of "agen...
This podcast explores Morgan Stanley's forecast for credit markets in 2025. Andrew Sheets, the head of corporate credit research, discusses a promising scenario where credit performs well in the first half, thanks to attractive yields and low corporate borrowing rates. He presents a bullish outlook reminiscent of the m...
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