Thoughts on the Market

Morgan Stanley

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.

  • Mike Wilson: Why Have Stocks Been So Weak?

    December 6, 2021

    Mike Wilson: Why Have Stocks Been So Weak?

  • Andrew Sheets: For the Fed, Are Tapering and Raising Rates the Same Thing?

    December 3, 2021

    Andrew Sheets: For the Fed, Are Tapering and Raising Rates the Same Thing?

  • 2022 Asia Equities Outlook: Key Debates

    December 2, 2021

    2022 Asia Equities Outlook: Key Debates

  • Michael Zezas: New Restrictions in Light of Omicron?

    December 1, 2021

    Michael Zezas: New Restrictions in Light of Omicron?

  • Special Episode: COVID-19 - Omicron Variant Causes Concern

    December 1, 2021

    Special Episode: COVID-19 - Omicron Variant Causes Concern

  • Mike Wilson: Markets React to Omicron

    November 29, 2021

    Mike Wilson: Markets React to Omicron

  • Michael Zezas: A Step Forward for Build Back Better

    November 24, 2021

    Michael Zezas: A Step Forward for Build Back Better

  • Andrew Sheets: Twists and Turns In 2022

    November 23, 2021

    Andrew Sheets: Twists and Turns In 2022

  • Mike Wilson: 2022 Equity Outlook Feedback and Debates

    November 22, 2021

    Mike Wilson: 2022 Equity Outlook Feedback and Debates

  • 2022 Global Economic Outlook, Pt. 2: Debates and Uncertainties

    November 19, 2021

    2022 Global Economic Outlook, Pt. 2: Debates and Uncertainties

  • 2022 Global Economic Outlook, Pt. 1: Optimism in the New Year

    November 18, 2021

    2022 Global Economic Outlook, Pt. 1: Optimism in the New Year

  • Michael Zezas: A New Normal for U.S./China Relations

    November 17, 2021

    Michael Zezas: A New Normal for U.S./China Relations

  • Special Episode: The Low-Income Real Estate Story

    November 17, 2021

    Special Episode: The Low-Income Real Estate Story

  • Mike Wilson: In 2022, Stock Picking May Lead

    November 15, 2021

    Mike Wilson: In 2022, Stock Picking May Lead

  • Andrew Sheets: Bond Markets Get Jumpy

    November 12, 2021

    Andrew Sheets: Bond Markets Get Jumpy

  • Matt Hornbach: What the Fed Wants, the Fed Gets

    November 11, 2021

    Matt Hornbach: What the Fed Wants, the Fed Gets

  • Michael Zezas: The Infrastructure Supercycle is Here

    November 11, 2021

    Michael Zezas: The Infrastructure Supercycle is Here

  • Graham Secker: A Curious Case of Price Movements

    November 9, 2021

    Graham Secker: A Curious Case of Price Movements

  • Mike Wilson: Inflation Causes Mixed Signals

    November 8, 2021

    Mike Wilson: Inflation Causes Mixed Signals

  • Jonathan Garner: Equity Markets Respond to Global Shifts

    November 5, 2021

    Jonathan Garner: Equity Markets Respond to Global Shifts

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