Thoughts on the Market

By Morgan Stanley

Business Investing

What's Thoughts on the Market about?

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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Mid-Year Economic Outlook: ...

06.08.2023

As we look toward the second half of 2023, the U.S. and Europe are likely to see very slow growth but avoid a recession, while Asia may be poised to become an engine of economic growth.

Thoughts on the Market episodes:

06.08.2023 Mid-Year Economic Outlook: A Dichotomy Worth Watching As we look toward the second half of 2023, the U.S. and Europe are likely to see very slow growth but avoid a recession, while Asia may be poised to become an engine of economic growth.
06.07.2023 Michael Zezas: After the Debt Ceiling, What’s Next? On the heels of Congress’s raising the debt ceiling, markets are wondering: What’s next from D.C.? Here are three things we’re watching.
06.06.2023 Mid-Year U.S. Consumer Outlook: Spending, Savings and Travel Consumers in the U.S. are largely returning to pre-COVID spending levels, but new behaviors related to travel, credit availability and inflation have emerged.
06.05.2023 Mike Wilson: Earnings Cycle Still Running Short and Hot The recovery in 2024 and 2025 looks promising, but the worst of the earnings cycle is likely not over, even for technology stocks.
06.02.2023 Special Encore: Erik Woodring: Are PCs on the Rebound? Original Release on May 11th, 2023: While personal computer sales were on the decline before the pandemic, signs are pointing to an upcoming boost.
06.01.2023 Adam Jonas: The Inconvenient Truths About EV Batteries With the rapid adoption of electric vehicles, onshoring the critical battery supply chain poses significant challenges and will drive sizable investments.
05.31.2023 Michael Zezas: A Step Forward in the Debt-Ceiling Debate While an agreement on suspending the debt ceiling seems likely to make it through Congress, investors may want to monitor bank deposits for lingering risks.
05.30.2023 Seth Carpenter: Government Bonds and the Debt Ceiling As congress debates a debt ceiling deal, investors are proactively purchasing Treasury bills and thus causing a drain on the reserves which could amplify risks.
05.26.2023 Andrew Sheets: Unresolved Questions Create Market Uncertainty Optimistic investors have pushed stocks and bond yields to the high end of the recent range. But inflation, banks and the debt ceiling status are still raising questions that have gone unanswered.
05.25.2023 Jonathan Garner: Japan’s Equities Continue to Rally While Japan's equities have continued to rally, a roster of sector leading companies and a weak Yen could signal this bullish story is only just beginning.
05.24.2023 Michael Zezas: The G7 Meeting and its Impact on Markets Discussions at the recent Group of Seven Nations meeting point to the continued development of a multipolar world, as supply chains become less global and more local. Investors should watch for opportunities in this disruption.
05.23.2023 U.S Housing: Is there Still Strength in the Housing Market? As the confidence level of homebuilders building new homes is increasing, will home sales go along with it? Jim Egan and Jay Bacow, Co-Heads of U.S. Securitized Products Research discuss.
05.22.2023 Mike Wilson: Beware a False Market Breakout Though the current market narrative has turned bullish, it may not withstand a downturn in earnings.
05.19.2023 Ellen Zentner: Is a Soft Landing for the U.S. Still Possible? While the U.S. economy looks to be on track for a soft landing in 2023, even the smallest of setbacks could spell trouble for the end of the year.
05.18.2023 Andrew Sheets: Is Market Volatility on the Decline? Although markets remain calm for now, incoming developments across the debt ceiling, inflation and monetary policy could quite quickly turn the tide.
05.17.2023 Vishy Tirupattur: The Outlook for Lending According to the Federal Reserve’s latest Senior Loan Officer Opinion Survey, small businesses may be the most vulnerable to banks tightening their lending standards.
05.16.2023 Mike Wilson: Investors Face Uncertainty in Stock Performance As investors attempt to find opportunities in an uncertain stock market, earnings disappointments and an ongoing debt ceiling debate loom overhead.
05.15.2023 Special Encore: Mark Purcell: The Evolution of Cancer Medicines Original Release on April 20th, 2023: "Smart chemotherapy" could change the way that cancer is treated, potentially opening up a $140 billion market over the next 15 years.
05.12.2023 Sustainability: Tech Transformation in the Education Market With technology evolving rapidly in education, investors are taking a closer look at how it will financially impact the global education market. Stephen Byrd and Josh Baer discuss.
05.11.2023 Erik Woodring: Are PCs on the Rebound? While personal computer sales were on the decline before the pandemic, signs are pointing to an upcoming boost.
05.10.2023 Michael Zezas: Debt Ceiling Uncertainty and Financial Markets With the debt ceiling debate seemingly making little headway, it may be critical for investors to track market developments in the near future.
05.09.2023 Martijn Rats: A Change in the Global Oil Market As oil data in 2023 shows that second-half tightening is less likely, it may be time to alter the narrative around the expected market for the remainder of the year.
05.08.2023 Mike Wilson: Earnings, The Fed and Consumer Spending With all the volatility surrounding the banking sector, the Fed raising rates and the continued debt ceiling debate, are consumers finally pulling back on spending?
05.05.2023 Andrew Sheets: The Prospect of a Pause in Rate Hikes The Federal Reserve pausing on hiking interest rates has historically been good for markets. But given current conditions, history may not repeat itself.
05.04.2023 Graham Secker: Will European Equity Resilience Continue? The banking sector appears stronger in Europe than it does in the U.S., but some other European sectors may be at risk of lower profitability.
05.03.2023 Michael Zezas: Congress Contends with the Debt Ceiling Congress is finally set to begin debt ceiling negotiations. What are some possible outcomes and how might the negotiations affect economic growth?
05.02.2023 Global Economy: Global Challenges Drive Productivity Investment With the trend toward a multipolar world accelerating, companies are finding that investing in productivity may help protect margins. Ravi Shanker and Diego Anzoategui discuss.
05.01.2023 Vishy Tirupattur: Liquidity, Regional Banks and Potential Regulation As the banking sector is in the news again, investors wonder about an increase in borrowing from the Fed and possible restrictions on the horizon.
04.28.2023 Ed Stanley: The Risky Path to a Multipolar World With the world moving towards a more complex and decentralized multipolar structure, how will technology and infrastructure markets fare going forward?
04.27.2023 Matthew Hornbach: The Return of Government Bonds While government bonds have been less than desirable investments for the past two years, the tide may be turning on bond returns.
04.26.2023 Michael Zezas: The Great Productivity Race As multinational companies look towards a future of higher innovation costs and a shrinking labor pool, some corporate sectors may fare better than others in the multipolar world.
04.25.2023 Andrew Sheets: The U.S. Dollar and Cross-Asset Portfolios With many investors predicting the U.S. dollar to continue to weaken, its potential for diversification and high yields may indicate otherwise.
04.24.2023 Sustainability: Decarbonization in the Steel Industry The drive to reduce carbon emissions could trigger the biggest transformation of the steel industry in decades. Global Head of Sustainability Research, Stephen Byrd, Head of European Metals and Mining Research, Alain Gabriel, and Head of the Americas Basic Materials ...
04.21.2023 Andrew Sheets: What is Behind Equity Market Strength? With equity markets showing strength in the face of slowing growth, investors are left wondering how, or if, they can remain resilient.
04.20.2023 Mark Purcell: The Evolution of Cancer Medicines "Smart chemotherapy" could change the way that cancer is treated, potentially opening up a $140 billion market over the next 15 years.
04.19.2023 Michael Zezas: The Costs of a Multipolar World Recent interactions between China and Europe signal a continuing reorganization of global commerce around multiple power bases, bringing new and familiar challenges for companies.
04.18.2023 Vishy Tirupattur: Tumult in the Banking Sector As the U.S. banking sector faces oncoming regulatory changes, how will the smaller banks react to these new requirements and what will the impact be on markets?
04.17.2023 Mike Wilson: Credit Crunch in the U.S Equity Markets While some investors may be cheering due to softer than expected inflation data, revenues may begin to disappoint in the face of a credit crunch brought on by recent banking stress.
04.14.2023 Sustainability: The Risks and Benefits of A.I Artificial Intelligence is clearly a powerful tool that could help a number of sustainability objectives, but are there risks attached to these potential benefits? Global Head of Sustainability Research Stephen Byrd and Global Sustainability Analyst Brenda Duverce discuss.
04.13.2023 Jonathan Garner: Asia Equities Rally Once More After a correction that took place in recent months, Asia and emerging markets are once again rallying. But how have these regions sustained their ongoing bull markets?
04.12.2023 Chetan Ahya: Global Impacts on Asia's Growth Given the recent developments in developed markets banking sectors, can Asia’s economic growth continue to outperform?
04.11.2023 U.S Housing: The Future of Mortgage Markets Banks and the Fed are winding down activity in the mortgage market amid recent funding challenges, signaling a potential new regime for the asset class. Co-Heads of Securitized Products Research Jim Egan and Jay Bacow discuss.
04.10.2023 Diego Anzoategui: Goods, Services and the Shape of China’s Reopening China’s growth is expected to be strong this year. However, it is being driven by services more than goods, meaning the news for other economies may not be as good as it initially appears.
04.06.2023 Ellen Zentner: The Lagging Effects of Loan Growth While banking conditions seem to have stabilized for now, tighter credit conditions could still hit U.S. economic growth.
04.05.2023 Michael Zezas: What the ‘X-Date’ Means for Investors With the deadline to raise the debt ceiling looming closer, will recent banking challenges reduce Congress's willingness to take risks with the economy?
04.04.2023 Seth Carpenter: China’s Impact on Global Growth As the economic growth spread between Asia and the rest of the world widens, China’s reopening is unlikely to spur growth that spills over globally.
04.03.2023 Mike Wilson: Not All Bank Reserves Are Created Equal Recent increases in the Fed’s balance sheet may not have the same impact on money supply, growth and equities as in previous cycles.
03.31.2023 Andrew Sheets: Be Careful What You Wish For Given recent signs of slowing in a previously strong economy, investors may want to look to history before wishing for weaker growth.
03.30.2023 Vishy Tirupattur: A Challenging Road for Commercial Real Estate As regional banks contend with sector volatility, commercial real estate could face challenges in securing new loans and refinancing debt when it matures.
03.29.2023 Lauren Schenk: Analyzing the Online Dating Market Many investors are questioning if the online dating market has become saturated and, in turn, if there is still a growth runway for the industry.

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Thoughts on the Market

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Thoughts on the Market episodes:

Mid-Year Economic Outlook: A Dichotomy Worth Watching

Michael Zezas: After the Debt Ceiling, What’s Next?

Mid-Year U.S. Consumer Outlook: Spending, Savings and Travel

Mike Wilson: Earnings Cycle Still Running Short and Hot

Special Encore: Erik Woodring: Are PCs on the Rebound?

Adam Jonas: The Inconvenient Truths About EV Batteries

Michael Zezas: A Step Forward in the Debt-Ceiling Debate

Seth Carpenter: Government Bonds and the Debt Ceiling

Andrew Sheets: Unresolved Questions Create Market Uncertainty

Jonathan Garner: Japan’s Equities Continue to Rally

Michael Zezas: The G7 Meeting and its Impact on Markets

U.S Housing: Is there Still Strength in the Housing Market?

Mike Wilson: Beware a False Market Breakout

Ellen Zentner: Is a Soft Landing for the U.S. Still Possible?

Andrew Sheets: Is Market Volatility on the Decline?

Vishy Tirupattur: The Outlook for Lending

Mike Wilson: Investors Face Uncertainty in Stock Performance

Special Encore: Mark Purcell: The Evolution of Cancer Medicines

Sustainability: Tech Transformation in the Education Market

Erik Woodring: Are PCs on the Rebound?

Michael Zezas: Debt Ceiling Uncertainty and Financial Markets

Martijn Rats: A Change in the Global Oil Market

Mike Wilson: Earnings, The Fed and Consumer Spending

Andrew Sheets: The Prospect of a Pause in Rate Hikes

Graham Secker: Will European Equity Resilience Continue?

Michael Zezas: Congress Contends with the Debt Ceiling

Global Economy: Global Challenges Drive Productivity Investment

Vishy Tirupattur: Liquidity, Regional Banks and Potential Regulation

Ed Stanley: The Risky Path to a Multipolar World

Matthew Hornbach: The Return of Government Bonds

Michael Zezas: The Great Productivity Race

Andrew Sheets: The U.S. Dollar and Cross-Asset Portfolios

Sustainability: Decarbonization in the Steel Industry

Andrew Sheets: What is Behind Equity Market Strength?

Mark Purcell: The Evolution of Cancer Medicines

Michael Zezas: The Costs of a Multipolar World

Vishy Tirupattur: Tumult in the Banking Sector

Mike Wilson: Credit Crunch in the U.S Equity Markets

Sustainability: The Risks and Benefits of A.I

Jonathan Garner: Asia Equities Rally Once More

Chetan Ahya: Global Impacts on Asia's Growth

U.S Housing: The Future of Mortgage Markets

Diego Anzoategui: Goods, Services and the Shape of China’s Reopening

Ellen Zentner: The Lagging Effects of Loan Growth

Michael Zezas: What the ‘X-Date’ Means for Investors

Seth Carpenter: China’s Impact on Global Growth

Mike Wilson: Not All Bank Reserves Are Created Equal

Andrew Sheets: Be Careful What You Wish For

Vishy Tirupattur: A Challenging Road for Commercial Real Estate

Lauren Schenk: Analyzing the Online Dating Market

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