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Thoughts on the Market

Business

Thoughts on the Market

Morgan Stanley

Consumer Confidence and the U.S. Midterms

June 25, 2026 4:30pm 9 min

Our U.S. Public Policy Strategist Ariana Salvatore joins our Deputy Global Head of Research Michael Zezas to consider the consumer outlook and how it may impact the November midterm elections. Read more insights from Mor...

What a Quieter Fed Could Mean for Markets

June 24, 2026 3:00pm 3 min

In his first meeting as Fed Chair, Kevin Warsh signaled restraint in providing guidance. Our Global Head of Fixed Income Research Andrew Sheets looks at possible impacts of the new approach.Read more insights from Morgan...

The Obstacles to Buying a First Home

June 23, 2026 3:00pm 12 min

First-time homebuyers may get short windows of relief, but our co-head of Securitized Products Research James Egan and Senior Economist and Strategist in Morgan Stanley's Private Wealth Management Sarah Wolfe say the big...

Why Warsh May Let Markets Sweat

June 22, 2026 3:00pm 4 min

Our CIO and Chief U.S. Equity Strategist Mike Wilson reacts to Kevin Warsh’s first Fed meeting, explaining why the new chair’s credibility may require letting markets experience some short-term pain.Read more insights fr...

Inside the AI Debt Surge

June 18, 2026 3:30pm 11 min

As AI investment keeps growing, our strategists Carolyn Campbell and Vishwas Patkar discuss the many ways tech infrastructure gets financed and the opportunities for investors.Read more insights from Morgan Stanley.-----...

Can Policy Solve AI’s Chipflation?

June 17, 2026 3:30pm 4 min

AI’s appetite for memory has turned chips into an inflationary factor. Our U.S. Public Policy Strategist Ariana Salvatore looks at what policymakers could do to reduce that pressure.Read more insights from Morgan Stanley...

Warsh’s Opening Act at the Fed

June 16, 2026 3:30pm 12 min

Our Global Head of Macro Strategy Matthew Hornbach and our Chief U.S. Economist Michael Gapen discuss the signals investors will be seeking from the new Fed Chair leading his first monetary policy meeting and possible im...

The Bull Case After the Pullback in Stocks

June 15, 2026 3:30pm 4 min

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why the recent equity correction may be more reset than reversal and where investors may find the next opportunities.Read more insights from Morgan Stanley.--...

India’s Next Market Phase

June 12, 2026 3:00pm 12 min

Chief Asia Economist Chetan Ahya joins Head of India Research and Chief India Equity Strategist Ridham Desai to break down India’s macro outlook, capital flows and sector opportunities.Read more insights from Morgan Stan...

Inflation Relief Ahead?

June 11, 2026 3:00pm 4 min

Our Global Head of Fixed Income Research Andrew Sheets explains our differentiated view of a potential benign outlook for inflation, despite the recent acceleration.Read more insights from Morgan Stanley.----- Transcript...

Who Owns Travel Loyalty?

June 10, 2026 3:00pm 13 min

Morgan Stanley analysts Ravi Shanker and Jeff Adelson take a look at what the fight for affluent, loyal travelers could mean for banks and airlines. Read more insights from Morgan Stanley.----- Transcript -----Ravi Shank...

Asia’s Race to Power AI

June 09, 2026 3:30pm 4 min

As AI demand surges, our Asia Energy Analyst Mayank Maheshwari discusses the new multi-trillion-dollar investment cycle to secure the power, fuels, grids and storage that keep modern life running.Read more insights from ...

The High Cost of AI Memory

June 08, 2026 4:00pm 4 min

The Head of our Europe and Asia Technology Team, Shawn Kim, explains how AI’s appetite for memory chips is boosting the cost of everything from data centers to smartphones, with consequences that may reach far beyond the...

What New Tariffs Mean for Investors

June 05, 2026 3:00pm 4 min

Trade policy is once again in the news with the announcement of new tariffs. Our Head of Public Policy Research Ariana Salvatore digs into why tariffs may not be a disruptive factor for markets this time.Read more insigh...

Why Oil Supply May Stay Tight for Months

June 04, 2026 4:00pm 4 min

Our Global Commodities Strategist Martijn Rats discusses why the restart of oil flows through the Strait of Hormuz may be slower and tighter than the market expects.Read more insights from Morgan Stanley.----- Transcript...

AI Borrowing Creates a New Credit Playbook

June 03, 2026 3:00pm 5 min

Chief Fixed Income Strategist Vishy Tirupattur takes a look at how credit markets are adapting to fund the new phase of AI capex.Read more insights from Morgan Stanley.----- Transcript ----- Welcome to Thoughts on the Ma...

When Stocks, Bonds and Oil Move Together

June 02, 2026 3:00pm 4 min

Our Global Head of Fixed Income Research Andrew Sheets takes a closer look at potential investment paths when markets appear increasingly synchronized around a few macro themes.Read more insights from Morgan Stanley.----...

Pet Industry and the Bite of Higher Costs

June 01, 2026 4:00pm 4 min

Our U.S. Hardlines, Broadlines and Food Retail Analyst Simeon Gutman explains how affordability and new shopping habits are changing how Americans choose and care for their pets.Read more insights from Morgan Stanley.---...

Finding Value in Commercial Real Estate Credit

May 29, 2026 3:00pm 4 min

Commercial real estate debt is now one of the market’s most avoided asset classes. Our Global Head of Fixed Income Research Andrew Sheets explains why there may be an opportunity to invest in those securities.Read more i...

What Changed After the U.S.-China Summit?

May 28, 2026 3:30pm 3 min

Our Deputy Global Head of Research Michael Zezas explains why the recent U.S.-China summit may have eased near-term risks, without changing the bigger picture for investors.Read more insights from Morgan Stanley.----- Tr...

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