The Mid-Cycle Shift Equity Investors Shouldn’t Miss
Our CIO and Chief U.S. Equity Strategist Mike Wilson breaks down how the market is transitioning to a mid-cycle environment, with leadership...
Radio and PodcastLive Radio & Podcasts
Business
Thoughts on the Market
Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
Episodes
20 of 1,711 episodesPatients Are Taking the Driver's Seat in Healthcare
Healthcare companies are rethinking their business models as patients gain more control over how they access care and purchase medicine. Our...
Why the Middle-Class Squeeze Is Getting Worse
Heather Berger of the U.S. Economics Team hosts Wealth Management Senior Economist and Strategist Sarah Wolfe to discuss what it takes to de...
The Fed, Football and the Price of Ambiguity
Our Global Head of Fixed Income Research Andrew Sheets discusses when markets may not adequately compensate investors for uncertainty around...
Can the AI Spending Boom Pay Off?
Big Tech is pouring more than $1.4 trillion into AI, prompting investors to ask: Is it worth it? Our U.S. Internet analyst Brian Nowak looks...
AI Debt Starts Moving the U.S. Treasurys Market
U.S. Treasurys are the foundation of the bond market. But our strategists Matthew Hornbach and Vishy Tirupattur explain the growing impact o...
What Could Shake Up Markets in September?
Investors have plenty to digest this month, from economic data to central-bank decisions. Our Global Head of Fixed Income Research Andrew Sh...
Why Oil Prices Could Rise to $100 Again
Our Global Commodities Strategist Martijn Rats explains how tightening supply and shrinking buffers are pushing Brent prices up again, and w...
3 Policy Catalysts to Watch This Fall
Midterm elections, backlash against data centers and a U.S.-China summit. Michael Zezas and Ariana Salvatore discuss themes that could test...
The $33 Billion AI Security Opportunity
As AI agents gain access to sensitive enterprise systems, companies need new ways to control what they can do. Meta Marshall breaks down the...
From Coffee to Cans: A U.S. Caffeine Shift
Younger generations are reshaping caffeine consumption. Our U.S. Household Products and Beverage Analyst Dara Mohsenian discusses how the gr...
The Politics Behind the Rising U.S. Debt
Our Head of U.S. Public Policy Research Ariana Salvatore looks at what the midterms may reveal about politician’s appetite for tackling the...
Jackson Hole Tests the Fed’s Framework
Investors are keeping a close eye on Jackson Hole for signals on the economic outlook and the path for rates. Our Chief U.S. economist Micha...
When Does Higher U.S. Debt Start to Matter?
Our Global Head of Fixed Income Research Andrew Sheets discusses when and how higher yields and mounting U.S. debt could become more than ab...
Measuring the Market’s Megatrends
Paul Walsh, Michelle Weaver and Daniel Blake discuss how thematic mapping can help investors separate true beneficiaries from market hype an...
Markets Faces Hotter, Shorter Cycles
Bonds may no longer provide the shelter investors have expected. Our CIO and Chief U.S. Equity Strategist Mike Wilson talks about the changi...
Shifts in Credit Markets for the AI Buildout
AI’s enormous capital requirements are reshaping the way companies tap credit markets. Our Chief Fixed Income Strategist Vishy Tirupattur ta...
The New Map of AI Power
AI is becoming a matter of national strategy, as countries seek more control over their own technology. Our Heads of U.S. Public Policy Aria...
El Niño’s Ripple Effects on Markets
From chocolate and sugar prices to energy markets and inflation, El Niño’s impacts may soon reach far beyond the weather forecast. Our Latin...
Korean Stocks: From Correction to a Healthy Recovery
After a historic rally and a sharp correction, South Korea’s equity market may be approaching a turning point. Our Chief Korea Equity Strate...