Thoughts on the Market
Episodes
Why Markets Should Keep Running Hot
30 Jan 2026
Contributed by Lukas
Our Global Head of Fixed Income Andrew Sheets discusses key market metrics indicating that valuations should stay higher for longer, despite some inve...
Special Encore: What’s Driving European Stocks in 2026
30 Jan 2026
Contributed by Lukas
Original Release Date: January 16, 2026Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock bre...
The Stakes of Another Government Shutdown
28 Jan 2026
Contributed by Lukas
Our Deputy Head of Global Research Michael Zezas explains why the risk of a new U.S. government shutdown is worth investor attention, but not overreac...
A Rebound for Hong Kong’s Property Market
27 Jan 2026
Contributed by Lukas
Our Head of Asian Gaming & Lodging and Hong Kong/India Real Estate Research Praveen Choudhary discusses the first synchronized growth cycle for Ho...
Four Key Themes Shaping Markets in 2026
26 Jan 2026
Contributed by Lukas
Our Global Head of Thematic and Sustainability Research Stephen Byrd discusses Morgan Stanley’s key investment themes for this year and ho...
How Consumers, CapEx and Fiscal Policy Are Driving Growth
23 Jan 2026
Contributed by Lukas
In the second of their two-part roundtable, Seth Carpenter and Morgan Stanley’s top economists break down the forces influencing growth across ...
Mapping Global Central Bank Paths
22 Jan 2026
Contributed by Lukas
Our Global Chief Economist Seth Carpenter joins our chief regional economists to discuss the outlook for interest rates in the U.S., Japan and Europe....
Pricing in Trump’s Speech at Davos
22 Jan 2026
Contributed by Lukas
All eyes have been on President Trump’s address at the World Economic Forum. Michael Zezas, our Deputy Global Head of Research, and Ariana Salvatore...
Housing Market: Limited Impact from Policy
20 Jan 2026
Contributed by Lukas
Our co-heads of Securitized Products Jay Bacow and James Egan explain why recent U.S. government measures won’t change much the outlook for mortgage...
What’s Driving European Stocks in 2026
16 Jan 2026
Contributed by Lukas
Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the main themes for European stocks ...
The Boost From Easing Market Rules
15 Jan 2026
Contributed by Lukas
Our Global Head of Fixed Income Research Andrew Sheets looks at the implications of the U.S. government’s efforts to ease regulations, from bank bal...
The Case for India’s Market Comeback
14 Jan 2026
Contributed by Lukas
Our Head of India Research and Chief India Equity Strategist Ridham Desai addresses a big debate: whether India stocks are poised for a recovery after...
Will U.S. Manufacturing See a 2026 Boom?
13 Jan 2026
Contributed by Lukas
Our U.S. Thematic Strategist Michelle Weaver and U.S. Multi-Industry Analyst Chris Snyder discuss a North America Big Debate for 2026: Whether investm...
Why Markets Stay Steady Amid Venezuela Developments
12 Jan 2026
Contributed by Lukas
Our Chief Fixed Income Strategists Vishy Tirupattur discusses the calm market reaction to the latest developments in Venezuela and the potential impli...
Signals Align for a Growth Cycle
09 Jan 2026
Contributed by Lukas
Our Global Head of Fixed Income Research Andrew Sheets takes a look at multiple indicators that are pointing on the same direction: strong growth for ...
Driverless Cars Take the Fast Lane
08 Jan 2026
Contributed by Lukas
Our Head of U.S. Internet Research Brian Nowak and Andrew Percoco, Head of North America Autos and Shared Mobility Research, discuss why adoption of a...
A Revolution in Credit Markets
07 Jan 2026
Contributed by Lukas
Our Chief Fixed Income Strategist Vishy Tirupattur is joined by Dan Toscano, the firm’s Chairman of Markets in Private Equi...
How Venezuela Events Could Affect Markets and Policy
06 Jan 2026
Contributed by Lukas
Our Deputy Director of Global Research Michael Zezas and our U.S. Public Policy Strategist Ariana Salvatore discuss the implications of the U.S action...
The Bullish Signals That Investors Overlook
05 Jan 2026
Contributed by Lukas
Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses key catalysts that investors may be missing, but that are likely to boost U.S. equities...
Bigger Tax Refunds Likely to Power the Economy
02 Jan 2026
Contributed by Lukas
Our U.S. Economist Heather Berger discusses how larger tax refunds in 2026 could boost income and help support consumer balance sheets throughout the ...
Special Encore: What’s Driving U.S. Growth in 2026
31 Dec 2025
Contributed by Lukas
Original Release Date: November 25, 2025Our Chief U.S. Economist Michael Gapen breaks down how growth, inflation and the AI revolution could play out ...
Special Encore: Investors’ Top Questions for 2026
30 Dec 2025
Contributed by Lukas
Original Release Date: December 3, 2025Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas and Chief Global Cross-Asset ...
Special Encore: Who’s Disrupting — and Funding — the AI Boom
29 Dec 2025
Contributed by Lukas
Original Release Date: November 13, 2025Live from Morgan Stanley’s European Tech, Media and Telecom Conference in Barcelona, our roundtable of analy...
Special Encore: 2026 U.S. Outlook: The Bull Market’s Underappreciated Narrative
26 Dec 2025
Contributed by Lukas
Original Release Date: November 19, 2025Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he continues to hold on to an out-of-co...
Special Encore: 2026 Global Outlook: Slower Growth and Inflation
24 Dec 2025
Contributed by Lukas
Original Release Date: November 17, 2025In the first of a two-part episode presenting our 2026 outlooks, Chief Global Cross-Asset Strategist Serena Ta...
Will the Data Center Boom Impact Your Wallet?
23 Dec 2025
Contributed by Lukas
Our Thematic and Equity Strategist Michelle Weaver and Power, Utilities, and Clean Tech Analyst David Arcaro discuss how investments in AI data center...
Rebalancing Portfolios as Risk Premiums Drop
22 Dec 2025
Contributed by Lukas
Our Chief Cross-Asset Strategist Serena Tang discusses how current market conditions are challenging traditional investment strategies and what that m...
How Will Credit Markets Fare in 2026?
19 Dec 2025
Contributed by Lukas
To conclude their two-part discussion, our Head of Corporate Credit Research Andrew Sheets and Chief Investment Officer for Morgan Stanley Wealth Mana...
How to Navigate a High Inflation Regime
18 Dec 2025
Contributed by Lukas
Our Head of Corporate Research Andrew Sheets and Chief Investment Officer for Morgan Stanley Wealth Management Lisa Shalett unpack what’s fueling pe...
U.S. Policy Breaks Past Peak Uncertainty
17 Dec 2025
Contributed by Lukas
Our Public Policy Strategists Michael Zezas and Ariana Salvatore break down key moves from the White House, U.S. Congress and Supreme Court that could...
Where Investors Agree—or Don’t—With Our 2026 Outlook
16 Dec 2025
Contributed by Lukas
Our Chief Fixed Income Strategist Vishy Tirupattur responds to some of the feedback from clients on Morgan Stanley’s 2026 global outlooks.Read more&...
Why Market Stability Matters to the Fed
15 Dec 2025
Contributed by Lukas
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains the significance of the Fed’s decision to resume buying $40 billion of Treasury bills ...
Is the Credit Cycle Overheating?
12 Dec 2025
Contributed by Lukas
Our Head of Corporate Credit Research Andrew Sheets explains why 2026 might bring a credit cycle that burns hotter before it burns out.Read more ...
Fed’s Next Steps and Markets’ Reactions
11 Dec 2025
Contributed by Lukas
Our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen discuss the Fed’s path as inflation remains above its targ...
Asia’s Economy and Markets in 2026
10 Dec 2025
Contributed by Lukas
Our Chief Asia Economist Chetan Ahya and Chief China Equity Strategist Laura Wang unpack Asia’s broadening economic recovery and focus on China’s ...
The Outlook for European Stocks in 2026
09 Dec 2025
Contributed by Lukas
Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the key drivers, risks, and sector s...
Stocks in 2026: What’s Next for Retail Investors
08 Dec 2025
Contributed by Lukas
Mike Wilson, our CIO and Chief U.S. Equity Strategist, and Dan Skelly, Senior Investment Strategist at Morgan Stanley Wealth Management, discuss the o...
AI Rewrites the Retail Playbook
05 Dec 2025
Contributed by Lukas
Live from the Morgan Stanley Global Consumer & Retail Conference, our analysts discuss how AI is reshaping the future of shopping in the U.S.Read ...
Trends and Challenges for Consumers in 2026
04 Dec 2025
Contributed by Lukas
Live from the Morgan Stanley Global Consumer & Retail Conference in New York, our analysts discuss the latest macro trends and pressures impacting...
Investors’ Top Questions for 2026
03 Dec 2025
Contributed by Lukas
Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas and Chief Global Cross-Asset Strategist Serena Tang address themes t...
AI Sparks New Economics for Electricity
02 Dec 2025
Contributed by Lukas
Our South Asia Energy Analyst Mayank Maheshwari discusses how the unprecedented demand to power AI is set to transform the power industry for years to...
Home Affordability Still Under Pressure
01 Dec 2025
Contributed by Lukas
Our Co-Heads of Securitized Product Research Jay Bacow and James Egan discuss the outlook for mortgage rates and the U.S. housing market in 2026.Read ...
Special Encore: How Japan’s Stablecoin Could Reshape Global Finance
28 Nov 2025
Contributed by Lukas
Original Release Date: October 31, 2025Our Japan Financials Analyst Mia Nagasaka discusses how the country’s new stablecoin regulations and digital ...
Special Encore: An Unprecedented Wave of Inheritances Is Coming
26 Nov 2025
Contributed by Lukas
Original Release Date: October 10, 2025Our U.S. Thematic and Equity Strategist Michelle Weaver discusses how the largest intergenerational wealth tran...
What’s Driving U.S. Growth in 2026
25 Nov 2025
Contributed by Lukas
Our Chief U.S. Economist Michael Gapen breaks down how growth, inflation and the AI revolution could play out in 2026.Read more insights fro...
Bull Market Keeps an Eye on the Fed
24 Nov 2025
Contributed by Lukas
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors might want to reassess their portfolios, keeping in mind the gap between m...
AI Capex Boom Puts Credit Markets to the Test
21 Nov 2025
Contributed by Lukas
As market murmurs about an AI bubble, our Head of Corporate Credit Research Andrew Sheets offers some perspective on the impacts of the increasing dem...
2026 Global Outlook: Micro Themes Take the Spotlight
20 Nov 2025
Contributed by Lukas
Live from Morgan Stanley’s Asian Pacific Summit, our Chief Fixed Income Strategist Vishy Tirupattur explains why micro trends are likely to be more ...
2026 U.S. Outlook: The Bull Market’s Underappreciated Narrative
19 Nov 2025
Contributed by Lukas
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he continues to hold on to an out-of-consensus view of a growth positive 2026, ...
2026 Global Outlook: A Strong Year for Risk Assets
18 Nov 2025
Contributed by Lukas
Our Chief Global Economist Seth Carpenter and Global Cross-Asset Strategist Serena Tang return to conclude their two-part episode on 2026 outlook...
2026 Global Outlook: Slower Growth and Inflation
17 Nov 2025
Contributed by Lukas
In the first of a two-part episode presenting our 2026 outlooks, Chief Global Cross-Asset Strategist Serena Tang has Chief Global Economist Seth Carpe...
2026 Midterm Elections: What’s at Stake for Markets
14 Nov 2025
Contributed by Lukas
Michael Zezas, our Global Head of Fixed Income Research and Public Policy Strategy, highlights what investors need to watch out for ahead of next year...
Who’s Disrupting — and Funding — the AI Boom
13 Nov 2025
Contributed by Lukas
Live from Morgan Stanley’s European Tech, Media and Telecom Conference in Barcelona, our roundtable of analysts discusses tech disruptions and datac...
Europe in the Global AI Race
13 Nov 2025
Contributed by Lukas
Live from Morgan Stanley’s European Tech, Media and Telecom conference in Barcelona, our roundtable of analysts discuss artificial intelligence in E...
Crypto Goes Mainstream
11 Nov 2025
Contributed by Lukas
Our Research Analyst Michael Cyprys joins Wealth Management Strategist Denny Galindo to discuss how and why cryptocurrencies are transi...
Relief and Volatility Ahead for U.S. Stocks
10 Nov 2025
Contributed by Lukas
Our CIO and Chief U.S. Equity Strategist Mike Wilson unpacks why stocks are likely to stay resilient despite uncertainties related to Fed rates, gove...
Fed’s Path Uncertain as Key Data Lags
07 Nov 2025
Contributed by Lukas
Our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach discuss potential next steps for the FOMC and the risks to t...
Supreme Court Tests Trump Tariffs
06 Nov 2025
Contributed by Lukas
Earlier this week, the U.S. Supreme Court heard a case challenging the current administration’s tariff policy. Our Head of Fixed Income Research and...
Future of Work: AI’s Paradigm Shift for Labor
05 Nov 2025
Contributed by Lukas
Concluding a two-part roundtable discussion, our global heads of Research, Thematic Research and Firmwide AI focus on the human impacts of AI adoption...
Future of Work: AI’s Impact on Industries
04 Nov 2025
Contributed by Lukas
In the first of a two-part roundtable discussion, our Global Head of Research joins our Global Head of Thematic Research and Head of Firmwide AI to di...
More Confidence in a Bull Market
03 Nov 2025
Contributed by Lukas
Our CIO and Chief U.S. Equity Strategist Mike Wilson looks at buying opportunities approaching year-end, as U.S. trade policy and the Fed find middle ...
How Japan’s Stablecoin Could Reshape Global Finance
31 Oct 2025
Contributed by Lukas
Our Japan Financials Analyst Mia Nagasaka discusses how the country’s new stablecoin regulations and digital payments are set to transform the flow ...
Why Shutdown Standoff Raises Stakes for Healthcare
30 Oct 2025
Contributed by Lukas
Our analysts Ariana Salvatore and Erin Wright explain the pivotal role of healthcare in negotiations to end the government shutdown.Read more ins...
M&A Poised to Gain Momentum
29 Oct 2025
Contributed by Lukas
Our Head of Corporate Credit Research Andrew Sheets explains why the recent revival of M&A activity has room to accelerate.Read more ins...
A Turnaround in Sight for Healthcare?
28 Oct 2025
Contributed by Lukas
Our U.S. Biotech and Biopharma analysts Sean Laaman and Terence Flynn discuss the latest developments that could be positioning the healthcare sector ...
Will the Stock Market Rally Continue?
27 Oct 2025
Contributed by Lukas
Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses the outlook for stocks after the preliminary U.S.-China trade agreement and ahead of th...
What Happens to Software Developers as AI Can Code?
24 Oct 2025
Contributed by Lukas
Our U.S. Software Analyst Sanjit Singh explains how AI is reshaping software development and why the future for the sector may be brighter – and bus...
Should AI Spending Worry Investors?
23 Oct 2025
Contributed by Lukas
Our Head of Corporate Credit Research Andrew Sheets wades into the debate around whether the boom in artificial intelligence investment is a warning s...
The Next Turning Points in Tech
22 Oct 2025
Contributed by Lukas
Our analysts Brian Nowak, Keith Weiss and Matt Bombassei break down the most important tech insights from Morgan Stanley’s Spark Private Company Con...
How to Navigate U.S.-China Tensions
21 Oct 2025
Contributed by Lukas
Our Global Head of Fixed Income Research and Public Policy Michael Zezas discuss the latest developments in U.S.-China relations and how they could af...
Time for a Bull Market Correction?
20 Oct 2025
Contributed by Lukas
As the S&P 500 continues to rally, our CIO and Chief U.S. Equity Strategist Mike Wilson discusses three factors that could lead to a stock market ...
U.S.-China Tensions: What Could Happen Next?
17 Oct 2025
Contributed by Lukas
Our U.S. Public Policy Strategist Ariana Salvatore unpacks how China’s announced rare earth export controls and signals of sweeping U.S. tariffs cou...
Credit Market’s Three Big Debates
16 Oct 2025
Contributed by Lukas
With Morgan Stanley’s European Leveraged Finance Conference underway, our Head of Corporate Credit Research Andrew Sheets joins Chief Fixed Income S...
How Politics Affect Global Markets
15 Oct 2025
Contributed by Lukas
Political developments in Japan and France have brought more volatility to sovereign debt markets. Our Global Economist Arunima Sinha highlights the r...
Asia’s Youth Job Crisis
14 Oct 2025
Contributed by Lukas
Our Chief Asia Economist Chetan Ahya discusses how youth unemployment will impact future growth and stability across China, India, and Indonesia.Read ...
An M&A Boom for Financials
13 Oct 2025
Contributed by Lukas
Morgan Stanley analysts Betsy Graseck and Michael Cyprys discuss what’s driving unprecedented consolidation for asset and wealth management firms.Re...
An Unprecedented Wave of Inheritances Is Coming
10 Oct 2025
Contributed by Lukas
Our U.S. Thematic and Equity Strategist Michelle Weaver discusses how the largest intergenerational wealth transfer in history could reshape saving, s...
Lessons From a Bond Issued 90 Years Ago
09 Oct 2025
Contributed by Lukas
Diving into the history of Morgan Stanley’s first bond deal, our Head of Corporate Credit Research Andrew Sheets explains the value of high-quality ...
When Will the Shutdown Affect Markets?
08 Oct 2025
Contributed by Lukas
An extended U.S. government shutdown raises the risk for weaker growth potential. Our Global Head of Fixed Income Research and Public Policy Strategy ...
Get Ready for a Steeper Yield Curve
07 Oct 2025
Contributed by Lukas
Our Fixed Income Strategist Vishy Tirupattur explains how changes in the yield curve are affecting markets such as insurance, Treasury yields and mort...
How Asia Is Reinventing Itself for Global Competition
06 Oct 2025
Contributed by Lukas
Our strategists Daniel Blake and Tim Chan discuss how Asia is adapting to multipolar world dynamics, tech innovation and longevity trends to create ne...
Introducing: What Should I Do With My Money: Season 3
04 Oct 2025
Contributed by Lukas
Have you ever wondered -- How much do I really need to retire early and am I on track? How do I balance all of my financial goals? How can I help...
China’s Biotech Revolution
03 Oct 2025
Contributed by Lukas
Our China Healthcare Analyst Jack Lin discusses how China’s biotech surge is reshaping healthcare, investment and innovation worldwide.Read more&nbs...
Opportunities From China’s Policy Shifts
02 Oct 2025
Contributed by Lukas
Our Chief China Equity Strategist Laura Wang discusses how China’s new approach to economic development is transforming domestic industries and resh...
Will U.S. Inflation Slow in 2026?
01 Oct 2025
Contributed by Lukas
In the second of a two-part episode, Morgan Stanley’s chief economists talk about their near-term U.S. outlook based on tariffs, labor supply and th...
Tackling Economic Hurdles in Europe and Asia
30 Sep 2025
Contributed by Lukas
Morgan Stanley’s chief economists discuss how policymakers in China, Japan and the European Union are addressing slower growth, deflation or the ret...
Will the Fed End the Party?
29 Sep 2025
Contributed by Lukas
Despite large deficits, booming capital expenditures and a looser regulatory environment, the Fed appears poised to cut rates further to support the s...
Investors Monitor Washington’s Ticking Budget Clock
26 Sep 2025
Contributed by Lukas
Our Global Head of Thematic and Fixed Income Research Michael Zezas and our U.S. Public Policy Strategist Ariana Salvatore unpack the market and econo...
When Will the U.S. Housing Market Reactivate?
25 Sep 2025
Contributed by Lukas
Our Co-Head of Securitized Products Research James Egan joins our Chief Economic Strategist Ellen Zentner to discuss the recent challenges facing the ...
Capital Markets Pick Up as U.S. Policy Settles
24 Sep 2025
Contributed by Lukas
Our Global Head of Fixed Income Research and Public Policy Strategy, Michael Zezas, examines growth in IPOs and M&A amid greater certainty around ...
A Good ‘Perfect Storm’ for India
23 Sep 2025
Contributed by Lukas
Our Head of India Research Ridham Desai and leaders from Morgan Stanley Investment Management Arjun Saigal and Jitania Kandhari discuss how India’s ...
Why the ‘Rolling Recovery’ Has Already Begun
22 Sep 2025
Contributed by Lukas
Our CIO Mike Wilson joins U.S. Equity strategist Andrew Pauker to answer frequently asked questions about their latest economic outlook, including how...
Can the Fed’s Move Boost Global Credit?
19 Sep 2025
Contributed by Lukas
With this week’s announcement of a rate cut and further cuts in the offing, the Fed seems willing to let the U.S. economy run a little hot. Our Head...
Weighing Fed Cut Against Jobs and Inflation Risks
18 Sep 2025
Contributed by Lukas
On Wednesday, the Fed announced its first rate cut in nine months. While the reduction was widely expected, our Global Head of Macro Strategy Matthew ...
Special Encore: AI Takes the Wheel
17 Sep 2025
Contributed by Lukas
Original Release Date: August 21, 2025From China’s rapid electric vehicle adoption to the rise of robotaxis, humanoids, and flying vehicles, our ana...
How U.S. Industry Is Reinventing Itself
16 Sep 2025
Contributed by Lukas
Our strategists Michelle Weaver and Adam Jonas join analyst Christopher Snyder to discuss the most important themes that emerged from the Morgan Stanl...
Can Fed Cuts Bring Mortgage Rates Down?
15 Sep 2025
Contributed by Lukas
For investors looking to make sense of housing-related assets amidst changes in Fed policy stance, our co-heads of Securitized Product Research Jay Ba...
How Cybersecurity Is Reshaping Portfolios
12 Sep 2025
Contributed by Lukas
Online crime is accelerating, making cybersecurity a fast-growing and resilient investment opportunity. Our Cybersecurity and Network and Equipment an...
What’s Next for the India-China Trade?
11 Sep 2025
Contributed by Lukas
Our Chief Asia Economist Chetan Ahya discusses how the evolving trade relationship between India and China could redefine global supply chains and unl...
Why Gold Still Holds Glitter in Markets
10 Sep 2025
Contributed by Lukas
Our Metals & Mining Commodity Strategist Amy Gower discusses her bullish outlook for gold and what the metal’s rally in 2025 says about inflatio...