Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
This podcast explores how upcoming US policy changes under a potential return of President Trump could impact the market. Michael Zezas, Morgan Stanley's Global Head of Fixed Income and Public Policy Research, delves into the discussions around legislative strategies for major policy issues like taxes, immigration, and...
This podcast features insights from Morgan Stanley's Global Chief Economist on the outlook for the global economy in 2025, with a strong focus on the prevalent policy uncertainty. It explores how changes in US policy could influence inflation and growth, suggesting that disinflation might slow down due to tariffs and i...
In a recent podcast, Morgan Stanley's Chief Investment Officer, Mike Wilson, discusses the disappointing close of U.S. equity markets in December 2024. He highlights three key reasons for this downturn: a post-election rally that was followed by rising long-term interest rates, even as the Federal Reserve implemented c...
In the podcast "Thoughts on the Market," host Andrew Sheets reflects on the investment lessons from 2024, a year filled with significant market trends that could easily be overlooked. He shares three essential insights: the powerful effect of seemingly straightforward investment choices (like stocks versus bonds or US ...
This podcast examines the future of U.S. automakers and electric vehicles (EVs), especially considering the policies of the Trump administration. The speaker anticipates a short-term decline in EV adoption, adjusting the 2025 forecast for EV market share in the U.S. to 8.5%, but remains optimistic about the long-term t...
In this episode of the Thoughts on the Market podcast, the hosts explore how a Trump presidency might affect Mexico's economy and its trade ties with both the US and China. They delve into the varying opinions among investors regarding the risks and opportunities that a Trump administration could bring, particularly ar...
In this episode of the Morgan Stanley podcast, analysts offer their outlook for U.S. equities in 2025, projecting a year-end S&P 500 target of $6,500, which suggests about a 9% increase. Their forecast is based on expectations of a gentle economic landing, potential rate cuts from the Federal Reserve, and a growth in e...
In this episode of the Thoughts on the Market podcast, the spotlight is on the trend of bringing manufacturing back to the United States. The discussion delves into the key factors driving this shift, such as changes in policy, the effects of the COVID-19 pandemic on supply chains, and technological advancements. The e...
This Morgan Stanley podcast, "Thoughts on the Market," discusses the outlook for the global economy and markets in 2025. The discussion covers government bonds, currencies, and the housing market, focusing on the implications of the 2024 US election and resulting policy changes. Experts predict lower government bond ...
In this podcast episode, experts share their insights on the global economy and market outlook for 2025. While moderate growth is expected worldwide, notable differences are anticipated across regions. US equities are projected to deliver solid returns, largely supported by earnings growth, yet there may be a decline i...
This podcast explores the possible policy directions a second Trump administration could take, particularly regarding tariffs, taxes, immigration, and deregulation. Analysts anticipate that while policy changes will be announced swiftly—likely in early 2025—the actual impact on the economy may not be felt until 2026. T...
While credit may have limited upside potential, several factors could lead to stronger-than-expected market performance in 2025. These factors include a more moderate approach to US policy than anticipated, improved market funding conditions like relaxed bank capital requirements, active mergers and acquisitions that s...
The Federal Reserve's latest meeting concluded with a quarter-point rate cut, which met market expectations. However, the Fed signaled that future rate cuts in 2025 and 2026 will likely be slower than investors had hoped, mainly due to unexpectedly strong inflation and possible policy changes that could influence it. E...
Vishy Tirupattur, Chief Fixed Income Strategist at Morgan Stanley, shares insights on how upcoming policy changes may impact the market. The biggest change is expected to come from deregulation, particularly regarding the Basel III Endgame. This move is likely to unleash significant capital in U.S. banks, which will bo...
This podcast explores the latest developments in central bank actions as we approach year-end. Recently, the ECB lowered interest rates, which was in line with market expectations and influenced by concerns about weaker economic growth. Meanwhile, the Fed is also expected to announce a rate cut this week, though there ...
This podcast explores market positioning strategies for the upcoming year. Host Mike Wilson advocates for a barbell approach, which blends high-quality large-cap cyclical stocks with growth stocks. He acknowledges that while January typically sees a rally in small-cap and lower-quality stocks, he believes high-quality ...
Morgan Stanley is optimistic about the US airline industry in 2025, expecting sustained growth even in the face of a possible economic slowdown. While premium services are set to drive revenue, a revival in domestic travel and updated business models could also boost market share and profits. Despite a generally positi...
The private label grocery market is set for a major boom, with sales expected to rise by 40% to reach $462 billion by 2030. This growth is fueled by inflation, a shift in consumer preference towards value, and greater investments from retailers in private label innovations. As the market changes, opportunities will ari...
In this podcast, the hosts explore potential risks that could undermine the generally optimistic outlook for corporate credit. They highlight several key concerns: a slower rollout of US policies that might dampen growth and raise prices, a quicker-than-expected downturn in the labor market possibly leading to a recess...
After the election, optimism in the equity markets is more cautious compared to 2016, primarily due to ongoing uncertainties surrounding tariffs and elevated prices. While both consumer and business confidence are on the rise, the enthusiasm isn't as high as before. The speaker explores the relationship between S&P 500...
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