Thoughts on the Market

Mar 24 2025 1336 ep. 4 mins 2.6k
Thoughts on the Market Podcast artwork

Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.

  Business
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Key Indicators of How Far Markets Could Rebound

Mar 24 2025 4 mins  
Our CIO and Chief U.S. equity strategist Mike Wilson discusses investors’ outlook following last week’s Fed meeting, and lists the key signals to gauge whether stocks can fully rebound from the recent correction.

Investors Look Beyond U.S. for Opportunities

Mar 21 2025 9 mins  
Amid lower growth and inflation concerns in the US, investors have begun scouring international markets for other opportunities. Our analysts Andrew Sheets, Neville Mandimika and Anlin Zhang dig into one potential outperforming category.

Risks and Uncertainty in the Fed’s New Outlook

Mar 20 2025 8 mins  
Our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen discuss the outcome of the recent FOMC meeting, and the outlook for interest rates in 2025 and 2026.

Making a Bet on the Future of Betting

Mar 19 2025 7 mins  
Our analysts Michael Cyprys and Stephen Grambling discuss prediction markets’ rising popularity and how they could disrupt the U.S. sports betting industry.

What Could Weaken Strong Credit

Mar 18 2025 3 mins  
Our Chief Fixed Income Strategist Vishy Tirupattur explains why credit markets have held firm amid macro volatility, and the scenarios which could hurt its strong foundation.

Is the Correction Over Yet?

Mar 17 2025 5 mins  
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains the stock market tumble and whether investors can hope for a rally.

Credit Markets Remain Resilient, For Now

Mar 14 2025 4 mins  
As equity markets gyrate in response to unpredictable U.S. policy, credit has taken longer to respond. Our Head of Corporate Credit Research, Andrew Sheets, suggests other indicators investors should have an eye on, including growth data.

India’s Resurgence Should Weather Trade Tensions

Mar 13 2025 3 mins  
Our Chief Asia Economist Chetan Ahya discusses the early indications of India’s economic recovery and why the country looks best-positioned in the region for growth.

The Other Policy Choices That Matter

Mar 12 2025 2 mins  
While tariffs continue to dominate headlines, our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas suggests investors should also focus on the sectoral impacts of additional U.S. policy choices.

The AI Agents Are Here

Mar 11 2025 11 mins  
Our analysts Adam Jonas and Michelle Weaver share a glimpse into the future from Morgan Stanley’s Annual Tech, Media, and Telecom (TMT) Conference, as agentic AI powers autonomous vehicles, humanoid robots and more.