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Thoughts on the Market

By Morgan Stanley

Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.

  1. 1.
    Andrew Sheets: Are Emerging Markets Reemerging?11/27/2020
    3:31
  2. 2.
    Michael Zezas: The Real Risk of Fed/Treasury Conflict11/25/2020
    2:13
  3. 3.
    U.S. Outlook 2021: Momentum Toward Recovery11/24/2020
    14:20
  4. 4.
    Mike Wilson: Giving Thanks for a Brighter 202111/23/2020
    3:09
  5. 5.
    Special Episode: 2021 Global Outlook11/21/2020
    15:15
  6. 6.
    Michael Zezas: Will D.C. Rein In Big Tech?11/18/2020
    2:17
  7. 7.
    Mike Wilson: 2021 Preview - A Bull with Room to Run11/16/2020
    3:36
  8. 8.
    Andrew Sheets: An Artificial Calm?11/13/2020
    2:59
  1. 9.
    Matt Hornbach: 2021 - Another Big Year for Liquidity?11/12/2020
    3:54
  2. 10.
    Michael Zezas: Vaccine-driven Rebound Could Help Munis11/11/2020
    2:38
  3. 11.
    Reza Moghadam: Amid Lockdowns, Europe Looks to a Vaccine11/10/2020
    4:42
  4. 12.
    Mike Wilson: Markets Cheer Clarity on Vaccine, Election11/09/2020
    3:35
  5. 13.
    Special Episode: Markets Parse Election Results, Jobs Report11/06/2020
    8:49
  6. 14.
    Michael Zezas: Breaking - Why Post-Election Day Just Got Trickier11/05/2020
    2:48
  7. 15.
    Mike Wilson: Is the Worst of the Correction Over?11/02/2020
    3:23
  8. 16.
    Andrew Sheets: A Transformational Sweep?10/30/2020
    2:48
  9. 17.
    Michael Zezas: Election Night Strategy for Investors10/28/2020
    2:49
  10. 18.
    Mike Wilson: 3 Sticking Points for U.S. Equities10/26/2020
    3:44
  11. 19.
    U.S. Election 2020: Divided Government Scenarios10/23/2020
    7:36
  12. 20.
    U.S. Election 2020: Straightaways and Detours10/22/2020
    9:18
  13. 21.
    Michael Zezas: What's Going On With The U.S. Bond Market?10/21/2020
    2:46
  14. 22.
    Mike Wilson: Why the Correction May Not Be Over10/19/2020
    3:50
  15. 23.
    Andrew Sheets: Are Markets Pricing-In Recent U.S. Election Polls?10/16/2020
    2:48
  16. 24.
    Special Episode: Playing the Reopening and Recovery Into 202110/15/2020
    9:08
  17. 25.
    Michael Zezas: One Fewer Election Blind Spot?10/14/2020
    2:51
  18. 26.
    Mike Wilson: Investors Juggle Multiple Uncertainties 10/12/2020
    3:37
  19. 27.
    Andrew Sheets: The New Definition of “Peak Oil”?10/09/2020
    3:17
  20. 28.
    Michael Zezas: Should Investors Prepare for No Stimulus?10/07/2020
    2:04
  21. 29.
    Mike Wilson: Rate Scare on Deck?10/05/2020
    3:23
  22. 30.
    Andrew Sheets: How Will Markets React to a Workable Vaccine?10/02/2020
    2:47
  23. 31.
    Special Episode: COVID-19 Vaccine - Trials and Tribulations10/01/2020
    9:41
  24. 32.
    Michael Zezas: It’s the Results That Count09/30/2020
    2:18
  25. 33.
    Mike Wilson: Near-term Correction; Long-term Recovery?09/28/2020
    3:11
  26. 34.
    Andrew Sheets: Four Reasons to Remain Patient09/25/2020
    2:44
  27. 35.
    Michael Zezas: Unlikely Paths to Stimulus May Interest Investors09/24/2020
    2:08
  28. 36.
    Mike Wilson: A Correction with Policy Roots09/21/2020
    3:56
  29. 37.
    Andrew Sheets: The Uncertainty of the Fed’s New Certainty09/18/2020
    3:24
  30. 38.
    Special Episode: The ABCs of ESG ETFs09/16/2020
    9:06
  31. 39.
    Mike Wilson: Could the Correction Continue Further?09/14/2020
    3:37
  32. 40.
    Andrew Sheets: Markets Ponder a Trillion-Dollar Question09/11/2020
    3:08
  33. 41.
    Special Episode: Why Vaccine Discovery is Just the Beginning09/10/2020
    9:59
  34. 42.
    Michael Zezas: The Waiting is the Hardest Part09/09/2020
    2:11
  35. 43.
    Mike Wilson: Putting the Market Correction in Context09/08/2020
    4:05
  36. 44.
    Andrew Sheets: Are Markets Really “Disconnected”?09/03/2020
    2:17
  37. 45.
    Mike Wilson: The Age of Fiscal Policy Dominance?08/31/2020
    3:52
  38. 46.
    Michael Zezas: How Much Aid Do State/Local Governments Need?08/26/2020
    2:28
  39. 47.
    Robin Xing: China’s Next Phase - Recovery, Reshoring, Retaining08/25/2020
    4:09
  40. 48.
    Mike Wilson: Are We Ripe for a U.S. Equities Correction?08/24/2020
    3:35
  41. 49.
    Andrew Sheets: What Can a Haircut Tell Us About Inflation?08/21/2020
    3:04
  42. 50.
    Michael Zezas: Sizing Up Democrat Corporate Tax Proposals08/19/2020
    3:05
  43. 51.
    Mike Wilson: The Case for Higher Long-Term Interest Rates08/17/2020
    3:11
  44. 52.
    Andrew Sheets: Better to Travel Than to Arrive?08/14/2020
    2:38
  45. 53.
    Michael Zezas: Rising Risks for New Stimulus?08/12/2020
    2:59
  46. 54.
    Reza Moghadam: The EU Recovery Fund’s Next Phase08/11/2020
    4:39
  47. 55.
    Andrew Sheets: The Case for Optimism in the Near Term08/07/2020
    2:53
  48. 56.
    Mike Wilson: Who’s Driving The Growth in U.S. Money Supply?08/03/2020
    3:51
  49. 57.
    Andrew Sheets: A Refreshing Pause for Markets?07/31/2020
    3:22
  50. 58.
    Michael Zezas: Considering a Potential U.S.-China Decoupling07/29/2020
    2:46
  51. 59.
    Special Episode: Investment Themes for a Post-COVID World07/28/2020
    10:28
  52. 60.
    Mike Wilson: Have Stocks “Pulled Forward” Too Much?07/27/2020
    4:19
  53. 61.
    Special Episode, Part 2: COVID-19 - How Close Are We to a Vaccine?07/24/2020
    8:12
  54. 62.
    Special Episode: COVID-19 - Preparing for Fall's Second Wave07/23/2020
    8:39
  55. 63.
    Michael Zezas: States Look to D.C. to Fill Budget Holes07/22/2020
    2:17
  56. 64.
    Mike Wilson: Adapting to The Ninth Wonder of the World07/20/2020
    4:17
  57. 65.
    Andrew Sheets: Bracing for Challenges Ahead07/17/2020
    3:07
  58. 66.
    Michael Zezas: Coronavirus - Why Another Stimulus Deal is Likely07/15/2020
    2:33
  59. 67.
    Mike Wilson: U.S. Markets Weigh Optimism; Uncertainty07/13/2020
    4:02
  60. 68.
    Andrew Sheets: Pressure Testing the “Overoptimistic Markets” Argument07/10/2020
    3:15
  61. 69.
    Michael Zezas: How Should Investors Ride a Potential “Blue Wave”?07/08/2020
    2:37
  62. 70.
    Mike Wilson: Is Inflation Healthy for an Economy?07/06/2020
    4:07
  63. 71.
    Andrew Sheets: The Legacy of Alexander Hamilton07/02/2020
    3:12
  64. 72.
    Mike Wilson: Two Key Points about a U.S. Recovery06/29/2020
    2:56
  65. 73.
    Special Episode, Part 2: Europe Navigates the Coronavirus06/26/2020
    7:31
  66. 74.
    Special Episode: “Reopening” at the Tipping Point06/25/2020
    9:47
  67. 75.
    Michael Zezas: Is Multipolarity the New Megatrend?06/24/2020
    2:46
  68. 76.
    Mike Wilson: Investor Reactions to a More Constructive Outlook06/22/2020
    3:59
  69. 77.
    Andrew Sheets: Is This Recession Actually… Normal?06/19/2020
    3:36
  70. 78.
    Michael Zezas: Another Round of U.S. Pandemic Relief?06/17/2020
    2:10
  71. 79.
    Mike Wilson: The Highs and Lows of New Bull Markets06/15/2020
    4:14
  72. 80.
    Special Episode: Europe’s Moment of Solidarity06/12/2020
    11:57
  73. 81.
    Michael Zezas: Unpacking the Politics of Deficits06/10/2020
    3:30
  74. 82.
    Andrew Sheets: A Significant Moment for the Eurozone06/09/2020
    3:17
  75. 83.
    Mike Wilson: Rates Play Catch-Up, Again06/08/2020
    4:42
  76. 84.
    Andrew Sheets: What Do Markets Reward? Progress.06/05/2020
    3:30
  77. 85.
    Special Episode: The Race to a Vaccine06/04/2020
    10:40
  78. 86.
    Mike Wilson: Welcome to Early Cycle?06/01/2020
    3:23
  79. 87.
    Andrew Sheets: Does COVID-19 Change the Investing Playbook?05/29/2020
    3:17
  80. 88.
    Michael Zezas: Could Cash-Strapped States Bank on Online Gaming?05/27/2020
    1:46
  81. 89.
    Mike Wilson: 3 Reasons Why a 2020 Recovery May Be Different05/26/2020
    3:21
  82. 90.
    Special Episode: All Hail the U.S. Consumer05/22/2020
    6:47
  83. 91.
    Andrew Sheets: The Case for the Return of Inflation05/21/2020
    3:04
  84. 92.
    Michael Zezas: The Mechanics of Fiscal Stimulus05/20/2020
    2:09
  85. 93.
    Mike Wilson: Financial Repression Is Alive and Well05/18/2020
    4:04
  86. 94.
    Andrew Sheets: Are Negative Interest Rates Coming to the U.S. and UK?05/15/2020
    3:14
  87. 95.
    Special Episode: Lessons and Limits of China’s Recovery05/14/2020
    9:58
  88. 96.
    Michael Zezas: COVID-19 Sparks Renewed U.S.-China Trade Tensions05/13/2020
    2:40
  89. 97.
    Mike Wilson: U is for Unicorn05/11/2020
    3:48
  90. 98.
    Special Episode, Part 2: Markets Eye Climbing Government Deficits05/08/2020
    9:38
  91. 99.
    Special Episode: Recovering from the Stimulus 05/07/2020
    8:02
  92. 100.
    Michael Zezas: Fixing a Hole (in State Budgets)05/06/2020
    1:51
  93. 101.
    Mike Wilson: A Pause that Refreshes05/04/2020
    3:38
  94. 102.
    Andrew Sheets: The Disconnect Between Economies and Markets05/01/2020
    3:31
  95. 103.
    Matthew Hornbach: A Change of Fortune for the U.S. Dollar?04/30/2020
    4:08
  96. 104.
    Michael Zezas: Could U.S. State Governments Go Bankrupt?04/29/2020
    2:49
  97. 105.
    Mike Wilson: Staying Ahead of the (Flattening) Curve04/27/2020
    3:44
  98. 106.
    Andrew Sheets: Even in a Crisis, the Cycle Still Matters04/24/2020
    3:35
  99. 107.
    Special Episode, Part 2: How Much Stimulus Is Enough?04/23/2020
    6:52
  100. 108.
    Special Episode: How Much Stimulus Is Enough?04/22/2020
    8:51
  101. 109.
    Mike Wilson: Equities Position for America’s Grand Reopening04/20/2020
    3:56
  102. 110.
    Andrew Sheets: Why OPEC May Be Rethinking Its Strategy04/17/2020
    3:31
  103. 111.
    Reza Moghadam: Emerging-Market Economies Prepare for COVID-1904/16/2020
    4:47
  104. 112.
    Michael Zezas: Has the Fed Ignited Muni Bond Markets?04/15/2020
    2:38
  105. 113.
    Special Episode, Part 2: Coronavirus - Building Models to Rebuild Economies04/14/2020
    10:23
  106. 114.
    Mike Wilson: U.S. Markets React to Fed Moves04/13/2020
    4:56
  107. 115.
    Special Episode: Coronavirus – Building Models to Rebuild Economies04/09/2020
    9:57
  108. 116.
    Michael Zezas: Another Dose of Fiscal Stimulus?04/08/2020
    2:53
  109. 117.
    Mike Wilson: What Are Markets Thinking?04/06/2020
    3:59
  110. 118.
    Andrew Sheets: Optimism for Credit Markets04/03/2020
    2:58
  111. 119.
    Michael Zezas: What Does the CARES Act Buy?04/01/2020
    2:50
  112. 120.
    Mike Wilson: U.S. Equities - Is the Worst Behind Us?03/30/2020
    3:58
  113. 121.
    Andrew Sheets: The Critical Calls of Financial Referees03/27/2020
    3:18
  114. 122.
    Special Episode: Can $2 Trillion Flatten the Unemployment Curve?03/26/2020
    6:27
  115. 123.
    Michael Zezas: Sizing Up the Stimulus Package03/25/2020
    2:51
  116. 124.
    Mike Wilson: The Underlying Reasons for Recession03/23/2020
    3:48
  117. 125.
    Andrew Sheets: First, Improve on Uncertainty03/20/2020
    3:19
  118. 126.
    Andrew Sheets: Why We Think Risk/Reward Is Improving03/19/2020
    3:45
  119. 127.
    Special Episode: Imagining the Shape of Recovery03/18/2020
    7:29
  120. 128.
    Michael Zezas: Inside the Municipal Bond Liquidity Trap03/17/2020
    2:35
  121. 129.
    Mike Wilson: The End of The Cyclical Bear Market?03/16/2020
    4:24
  122. 130.
    Andrew Sheets: The Comfort of Market Patterns03/13/2020
    3:01
  123. 131.
    Michael Zezas: Oil Exporter Tensions Add to Market Worries03/11/2020
    2:18
  124. 132.
    Special Episode: The Road Ahead03/10/2020
    8:00
  125. 133.
    Mike Wilson: Revisiting the Rolling Bear Market03/09/2020
    4:32
  126. 134.
    Andrew Sheets: Patience as an Investing Virtue03/06/2020
    2:39
  127. 135.
    Michael Zezas: Lessons from Super Tuesday03/04/2020
    3:57
  128. 136.
    Special Episode: A Policy Fix Isn’t Easy03/03/2020
    2:54
  129. 137.
    Andrew Sheets: Coronavirus: Are Markets Overreacting?02/27/2020
    3:15
  130. 138.
    Special Episode: Coronavirus as Catalyst02/26/2020
    3:19
  131. 139.
    Michael Zezas: Medicare for All… for Investors02/26/2020
    2:50
  132. 140.
    Mike Wilson: All Hail the 50/50 Portfolio?02/24/2020
    4:05
  133. 141.
    Andrew Sheets: Why 2020 May Be Tricky for Investors02/21/2020
    3:23
  134. 142.
    Michael Zezas: Coronavirus and “Slowbalization”02/18/2020
    1:50
  135. 143.
    Andrew Sheets: Will Returns Be Front-Loaded in 2020?02/14/2020
    3:10
  136. 144.
    Michael Zezas: Notes from New Hampshire02/12/2020
    2:24
  137. 145.
    Mike Wilson: Knowing Where to Look02/10/2020
    4:17
  138. 146.
    Andrew Sheets: Supply Also Matters02/07/2020
    3:07
  139. 147.
    Michael Zezas: The Limited Lives of Multiple Narratives02/05/2020
    2:32
  140. 148.
    Mike Wilson: The Tug of War for U.S. Equites02/04/2020
    3:55
  141. 149.
    Jonathan Garner: What Can SARS Tell Us About the Coronavirus?01/31/2020
    3:11
  142. 150.
    Andrew Sheets: Coronavirus Affects the Narrative01/30/2020
    2:29
  143. 151.
    Andrew Sheets: Are More Countries Saying Deficits Don’t Matter?01/29/2020
    3:36
  144. 152.
    Michael Zezas: Taxation Complicates U.S.-EU Trade01/27/2020
    1:48
  145. 153.
    Andrew Sheets: As 2020 Begins, Investors Get Optimistic01/24/2020
    3:25
  146. 154.
    Michael Zezas: Do Incumbents Always Win with a Strong Economy?01/22/2020
    2:04
  147. 155.
    Mike Wilson: Pressure Testing the Bull Case01/21/2020
    3:59
  148. 156.
    Andrew Sheets: Remember Fundamentals?01/17/2020
    2:40
  149. 157.
    Michael Zezas: The Other Concern for U.S. Trade01/15/2020
    2:04
  150. 158.
    Jonathan Garner: An Underappreciated Turnaround Story?01/14/2020
    3:19
  151. 159.
    Mike Wilson: The Other Type of Income Inequality01/13/2020
    3:53
  152. 160.
    Andrew Sheets: Mapping the Future of Oil Prices01/10/2020
    2:44
  153. 161.
    Michael Zezas: What’s Next on U.S.-China Trade?01/08/2020
    1:57
  154. 162.
    Mike Wilson: Weighing Fed Intervention, Geopolitics01/07/2020
    3:42
  155. 163.
    Andrew Sheets: A New Chapter for the United Kingdom01/03/2020
    3:14
  156. 164.
    Mike Wilson: 2020 and the Return to Reflation12/23/2019
    4:22
  157. 165.
    Andrew Sheets: 3 Lessons from 2019… for 202012/20/2019
    3:45
  158. 166.
    Michael Zezas: Markets Mull the “Phase One” Deal12/18/2019
    2:15
  159. 167.
    Mike Wilson: A Trifecta of Positive Catalysts12/16/2019
    3:41
  160. 168.
    Andrew Sheets: 2020 Playbook: Analyzing the Bull Case12/13/2019
    2:51
  161. 169.
    Special Episode: Manufacturing Data Sends an Upbeat Signal12/12/2019
    2:35
  162. 170.
    Michael Zezas: U.S.-China Trade: What Happens in 2020?12/11/2019
    2:03
  163. 171.
    Mike Wilson: The Virtuous Circle of Excess Liquidity12/09/2019
    4:11
  164. 172.
    Andrew Sheets: 2020 Playbook: Analyzing the Bear Case12/06/2019
    2:56
  165. 173.
    Michael Zezas: How Do Close U.S. Elections Affect Markets?12/04/2019
    1:53
  166. 174.
    Mike Wilson: A Volatility Reprieve12/02/2019
    4:07
  167. 175.
    Michael Zezas: Optimism Over the U.S.-EU Auto Tariffs?11/27/2019
    1:54
  168. 176.
    Mike Wilson: Global Reflation: To Be or Not to Be?11/25/2019
    4:32
  169. 177.
    Andrew Sheets: Commodities Outlook 2020: Too Much of Everything?11/22/2019
    2:36
  170. 178.
    Michael Zezas: The 2020 Election: 4 Sectors to Watch11/20/2019
    2:13
  171. 179.
    Andrew Sheets: As Global Growth Improves, What to Watch11/18/2019
    3:20
  172. 180.
    Andrew Sheets: Will Markets See End-of-Year Holiday Cheer?11/15/2019
    2:46
  173. 181.
    Michael Zezas: The Power of Unified Government11/13/2019
    2:32
  174. 182.
    Mike Wilson: The Return of the Secular Bull Market?11/11/2019
    3:56
  175. 183.
    Andrew Sheets: A Tough Road Ahead for the 60/40 Portfolio?11/08/2019
    3:43
  176. 184.
    Michael Zezas: The 2020 Election Outlook for Investors11/07/2019
    2:23
  177. 185.
    Special Episode: Weighing a Global Growth Recovery11/07/2019
    2:32
  178. 186.
    Mike Wilson: Amid New Highs, Uncertainty Remains11/04/2019
    3:45
  179. 187.
    Andrew Sheets: The Cost of Easy Policy: A 10 Year Outlook11/01/2019
    3:29
  180. 188.
    Michael Zezas: How Do Markets View Major Policy Proposals? (Replay)10/30/2019
    2:02
  181. 189.
    Mike Wilson: Are U.S. Equities Defying Gravity?10/28/2019
    3:28
  182. 190.
    Andrew Sheets: Can Sentiment Alone Drive Markets Higher?10/25/2019
    3:10
  183. 191.
    Michael Zezas: Could “Phase One” Be the Turning Point?10/23/2019
    1:56
  184. 192.
    Mike Wilson: 5 Pockets of Opportunity for Equities Investors 10/21/2019
    3:42
  185. 193.
    Andrew Sheets: One Market We Feel Good About10/18/2019
    2:42
  186. 194.
    Michael Zezas: A “Durable Pause” on U.S.-China Trade Tensions?10/16/2019
    2:04
  187. 195.
    Mike Wilson: How Will the “Phase One” Trade Deal Impact Earnings?10/14/2019
    3:48
  188. 196.
    Andrew Sheets: Is the Dollar Losing It’s Safe Haven Status?10/11/2019
    2:38
  189. 197.
    Michael Zezas: The Key Variable in U.S.-China Trade Talks10/09/2019
    2:01
  190. 198.
    Mike Wilson: An Unsatisfying Market for Bulls and Bears?10/07/2019
    3:31
  191. 199.
    Andrew Sheets: The 3 Most Powerful Market Indicators?10/04/2019
    3:04
  192. 200.
    Michael Zezas: U.S.-China Trade: The Outlook for Fall10/02/2019
    2:11

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