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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What Could Make U.S. Homes More Affordable
Our co-heads of Securitized Products Research Jay Bacow and James Egan discuss the impact of upcoming regulatory changes on U.S. mortgage rates and ho...
The 20 million Barrels of Oil Conundrum
Our analysts Andrew Sheets and Martijn Rats discuss why a prolonged disruption of oil flow through the Strait of Hormuz would be unprecedented—and nea...
Oil Rally Tests Diversification Strategy
Our Chief Cross-Asset Strategist Serena Tang discusses how rising oil prices and geopolitical tensions could make stocks and bonds move in the same di...
The Reasons for the Bull Market to Resume
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why history, technicals and fundamentals suggest a clearer runway for U.S. stocks six mo...
AI’s $3 Trillion Question: How to Pay the Bill?
In the second of our two-part panel discussion from Morgan Stanley’s TMT conference, our analysts break down the complexity of financing AI’s infrastr...
AI’s Tangible Wins and Disruption
Live from Morgan Stanley’s TMT conference, our panel break down where AI is already delivering real returns—and where rapid advances are raising new r...
Pricing the Conflict With Iran
Our Deputy Global Head of Research Michael Zezas and Head of Public Policy Research Ariana Salvatore assess the potential market outcomes of the Middl...
Travel Becomes a New Growth Engine for China
Our Hong Kong/China Transportation & Infrastructure Analyst Qianlei Fan discusses how China’s travel industry is shifting from a post-pandemic rebound...
The Risks of Private Credit's Software Exposure
Our Chief Fixed Income Strategist Vishy Tirupattur and U.S. Head of Credit Strategy Vishwas Patkar discuss the implications of private credit’s exposu...
AI as New Global Power?
Our Deputy Head of Global Research Michael Zezas and Stephen Byrd, Global Head of Thematic and Sustainability Research, discuss how the U.S. is positi...
Oil Rallies on Fresh Uncertainty
Our Global Commodities Strategist Martijn Rats discusses the geopolitical drivers behind the recent spike in oil prices and outlines four Iran scenari...
Special Encore: For Better or Warsh
Original Release Date: Feb 6, 2026
Our Global Head of Fixed Income Research Andrew Sheets and Global Chief Economist Seth Carpenter unpack the i...
Why Stocks Keep Rising Despite AI Anxiety
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he still believes in a growth cycle for equity markets, even as investors show growi...
Global Trade in Flux: What’s Next After Tariff Ruling
The Supreme Court's latest ruling on tariffs has thrown existing trade agreements into uncertainty. Our Head of Public Policy Research Ariana Salvator...
AI at Work: The Transformation Is Already Underway
Our Head of European Sustainability Research Rachel Fletcher talks about how AI’s is quickly reshaping employment and productivity across key industri...
Could the U.S. Target a Weaker Dollar?
Our Global Head of FX and EM Strategy James Lord and Global Chief Economist Seth Carpenter discuss what’s driving the U.S. policy for the dollar and t...
The Political Cost of the AI Buildout
More Americans are blaming the AI infrastructure expansion for rising electricity bills. Our Head of Public Policy Research Ariana Salvatore explains...
A Novel Way to Shop Online
Our Head of U.S. Internet Research Brian Nowak joins U.S. Small and Mid-Cap Internet Analyst Nathan Feather to explain why the future of agentic comme...
Introducing Hard Lessons
Iconic investors sit down with Morgan Stanley leaders to go behind the scenes on the critical moments – both successes and setbacks – that shaped who...
Why a Tariff Ruling Could Mean Consumer Relief
Arunima Sinha, from the U.S. and Global Economics team, discusses how an upcoming Supreme Court decision could reshape consumer prices, retail margins...
Signs That Global Growth May Be Ahead
Our Global Head of Fixed Income Research Andrew Sheets explains how key market indicators reflect a constructive view around the global cyclical outlo...
The Future of North American Trade
With the U.S.-Canada-Mexico Agreement coming up for review, our Head of Public Policy Research Ariana Salvatore unpacks whether our 2025 call for deep...
A Thematic Look at Market Volatility
Our Global Head of Thematic and Sustainability Research Stephen Byrd and U.S. Thematic and Equity Strategist Michelle Weaver lay out Morgan Stanley’s...
Why Latin America’s ‘Trifecta’ Could Reshape Global Portfolios
Our Chief LatAm Equity Strategist Nikolaj Lippmann discusses why Latin America may be approaching a rare “Spring” moment – where geopolitics, peaking...
For Better or Warsh
Our Global Head of Fixed Income Research Andrew Sheets and Global Chief Economist Seth Carpenter unpack the inner workings of the Federal Reserve to i...
The Fed’s Course Under a New Chair
Our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen discuss the path for U.S. interest rates after the nominatio...
Affordability Takes Center Stage in U.S. Policy
Affordability is back in focus in D.C. after the brief U.S. shutdown. Our Deputy Global Head of Research Michael Zezas and Head of Public Policy Resea...
A New Playbook for Equity Investors
Our Chief Cross-Asset Strategist Serena Tang and senior leaders from Investment Management Andrew Slimmon and Jitania Kandhari unpack new investment t...
New Fed Chair, New Market Signals
Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses how the nomination of Kevin Warsh to lead the Fed could move markets.
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Why Markets Should Keep Running Hot
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
Original Release Date: January 16, 2026
Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock b...
The Stakes of Another Government Shutdown
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
Our Head of Asian Gaming & Lodging and Hong Kong/India Real Estate Research Praveen Choudhary discusses the first synchronized growth cycle for Hong K...
Four Key Themes Shaping Markets in 2026
Our Global Head of Thematic and Sustainability Research Stephen Byrd discusses Morgan Stanley’s key investment themes for this year and how they’re in...
How Consumers, CapEx and Fiscal Policy Are Driving Growth
In the second of their two-part roundtable, Seth Carpenter and Morgan Stanley’s top economists break down the forces influencing growth across differe...
Mapping Global Central Bank Paths
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
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...