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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Making Sense of Mixed Market Signals
Despite a historic disruption to global energy markets, the stock market remains resilient. Our Global Head of Fixed Income Research Andrew Sheets sug...
U.S Consumer Spending Meets Caution
Our U.S. Thematic and Equity Strategist Michelle Weaver breaks down the results of a new survey on U.S. consumer spending and confidence.
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U.S.-Iran Truce: What’s Next?
While a tentative ceasefire in the Middle East holds, the Strait of Hormuz continues to be a sticking point in diplomatic efforts. Our Deputy Global H...
The Real Risks of Oil Price Spikes
A supply-driven oil shock may start with inflation, but Morgan Stanley’s Senior Global Economist Rajeev Sibal discusses why investors need to understa...
Riding the Final Innings of the Market Correction
Our CIO and Chief U.S. Equity Strategist Mike Wilson talks about risks in this late stage of the equity market pullback, how investors should position...
How the Oil Shock Is Reshaping Markets
Our Chief Cross-Asset Strategist Serena Tang discusses why the closure of the Strait of Hormuz and its impact on oil prices could define the entire ma...
Oil Markets Ahead: Pricing In More Risk
As the Strait of Hormuz continues to be a chokepoint for oil, our Global Head of Fixed Income Research Andrew Sheets and our Head of Commodity Researc...
A New Test for Private Credit
Our Chief Fixed Income Strategist Vishy Tirupattur and Morgan Stanley Investment Management’s Global Head of Private Credit & Equity David Miller disc...
A Bull Market May Be Closer Than It Looks
The stock market has already discounted many disruptions, including geopolitics, oil and AI. Our CIO and Chief U.S. Equity Strategist Mike Wilson expl...
Inside Credit Market’s Issuance Boom and Private Lending Risks
Our Global Head of Fixed Income Andrew Sheets and Head of U.S. Credit Strategy Vishwas Patkar discuss what’s driving record debt issuance and growing...
Why Fed Rate Cuts Could Be Pushed Back
Our Global Head of Macro Strategy Matthew Hornbach and our Chief U.S. Economist Michael Gapen discuss how oil prices, tariffs and inflation expectatio...
Can Government Action Tame Rising Energy Prices?
Our Head of Public Policy Research Ariana Salvatore breaks down what’s being discussed by policymakers around the world to try to cap the oil price sp...
Oil Markets Are Even Tighter Than They Appear
Our Global Commodities Strategist Martijn Rats discusses how the Strait of Hormuz shutdown has created a deep air pocket that will likely keep markets...
Asia’s Energy Dependence Meets a Narrow Strait
Our Asia Energy Analyst Mayank Maheshwari discusses how the conflict in the Middle East is sending ripple effects through Asia’s energy, power and foo...
‘March Madness’ for Markets Too
As the Iran conflict upends market narratives, our Global Head of Fixed Income Research Andrew Sheets offers his take on how to view the historic disr...
Europe’s Banks Navigate Uncertainty
Live from Morgan Stanley’s European Financials Conference, our Head of European Banks Alvaro Serrano and European Equity Research Banks Analyst Giulia...
Oil Shock Hits the U.S. Consumer
A prolonged oil disruption is pushing gas prices higher. Arunima Sinha from our U.S. and Global Economics team joins Head of U.S. Policy Strategy Aria...
Japan’s Bull Market Takes Shape
Morgan Stanley MUFG ’s Japan Equity Strategist Sho Nakazawa talks about the sectors that are leading the current rebound of Japanese stocks and why th...
Is the Market Correction Ending?
With volatility and oil prices up while Fed policy is easing, our CIO and Chief U.S. Equity Strategist Mike Wilson breaks down why today’s selloff is...
The Looming Bottleneck for Global Tech
Our Head of Asia Technology Research Shawn Kim explains what disruptions to shipping in the Strait of Hormuz could mean for the global semiconductor s...
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...