Thoughts on the Market
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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.
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Pricing in Trump’s Speech at Davos
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
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 r...
What’s Driving European Stocks in 2026
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
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 balan...
The Case for India’s Market Comeback
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?
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
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
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
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
Our Chief Fixed Income Strategist Vishy Tirupattur is joined by Dan Toscano, the firm’s Chairman of Markets in Private Equity, unpack how credit marke...
How Venezuela Events Could Affect Markets and Policy
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
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
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
Original Release Date: November 25, 2025
Our Chief U.S. Economist Michael Gapen breaks down how growth, inflation and the AI revolution could pl...
Special Encore: Investors’ Top Questions for 2026
Original Release Date: December 3, 2025
Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas and Chief Global Cross...
Special Encore: Who’s Disrupting — and Funding — the AI Boom
Original Release Date: November 13, 2025
Live from Morgan Stanley’s European Tech, Media and Telecom Conference in Barcelona, our roundtable of...
Special Encore: 2026 U.S. Outlook: The Bull Market’s Underappreciated Narrative
Original Release Date: November 19, 2025
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he continues to hold on to an out-of-...
Special Encore: 2026 Global Outlook: Slower Growth and Inflation
Original Release Date: November 17, 2025
In the first of a two-part episode presenting our 2026 outlooks, Chief Global Cross-Asset Strategist Se...
Will the Data Center Boom Impact Your Wallet?
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
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?
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
Our Head of Corporate Research Andrew Sheets and Chief Investment Officer for Morgan Stanley Wealth Management Lisa Shalett unpack what’s fueling pers...
U.S. Policy Breaks Past Peak Uncertainty
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
Our Chief Fixed Income Strategist Vishy Tirupattur responds to some of the feedback from clients on Morgan Stanley’s 2026 global outlooks.
Read...
Why Market Stability Matters to the Fed
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 mo...
Is the Credit Cycle Overheating?
Our Head of Corporate Credit Research Andrew Sheets explains why 2026 might bring a credit cycle that burns hotter before it burns out.
Read mor...
Fed’s Next Steps and Markets’ Reactions
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 target...
Asia’s Economy and Markets in 2026
Our Chief Asia Economist Chetan Ahya and Chief China Equity Strategist Laura Wang unpack Asia’s broadening economic recovery and focus on China’s path...
The Outlook for European Stocks in 2026
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
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
Live from the Morgan Stanley Global Consumer & Retail Conference, our analysts discuss how AI is reshaping the future of shopping in the U.S.
Re...
Trends and Challenges for Consumers in 2026
Live from the Morgan Stanley Global Consumer & Retail Conference in New York, our analysts discuss the latest macro trends and pressures impacting the...
Investors’ Top Questions for 2026
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
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
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.
Special Encore: How Japan’s Stablecoin Could Reshape Global Finance
Original Release Date: October 31, 2025
Our Japan Financials Analyst Mia Nagasaka discusses how the country’s new stablecoin regulations and dig...
Special Encore: An Unprecedented Wave of Inheritances Is Coming
Original Release Date: October 10, 2025
Our U.S. Thematic and Equity Strategist Michelle Weaver discusses how the largest intergenerational weal...
What’s Driving U.S. Growth in 2026
Our Chief U.S. Economist Michael Gapen breaks down how growth, inflation and the AI revolution could play out in 2026.
Read more insights from M...
Bull Market Keeps an Eye on the Fed
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
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...