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Thoughts on the Market

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Thoughts on the Market

Morgan Stanley

A More Selective Stock Market

July 27, 2026 3:00pm 5 min

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he thinks the bull market has entered a new phase, with more focus on quality.Read more insights from Morgan Stanley.----- Transcript -----Mike Wilson: We...

An Odyssey Through Market History

July 24, 2026 3:30pm 4 min

Looking at clues from the past, our Global Head of Fixed Income Research Andrew Sheets examines how the recurring themes – from deregulation to volatility – are shaping markets and why every cycle still takes its own pat...

Data Centers’ Political Battle

July 23, 2026 4:30pm 5 min

Despite growing political resistance, investment in data centers isn't slowing. Ariana Salvatore explains why supply constraints may actually accelerate AI capital spending.Read more insights from Morgan Stanley.----- Tr...

More Stocks Join the Bull Market

July 22, 2026 4:00pm 4 min

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why market leadership is rotating beyond semiconductors and where investors may find opportunities despite near-term volatility.Read more insights from Morgan...

The Global Rate Debate

July 21, 2026 4:30pm 12 min

In the second part of our economic roundtable, Michael Gapen, Jens Eisenschmidt and Chetan Ahya join Seth Carpenter to discuss how central banks are balancing sticky inflation, resilient growth and regional policy trade-...

AI Spending: A New Engine for the Global Economy

July 20, 2026 7:30pm 12 min

AI investment is reshaping the global outlook. In part one of this economic roundtable, our panel explores where the momentum is strongest — and where investment still needs to catch up.Read more insights from Morgan Sta...

Why Your Medical Bill Is So High

July 17, 2026 4:30pm 12 min

Our analysts Andrew Sheets and Mark Schmidt unpack why U.S. healthcare feels so expensive and the potential impacts of rising hospital costs.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Wel...

A Test for Capital Markets: Funding AI

July 16, 2026 4:30pm 11 min

Credit markets are stepping in to fund the surging demand for AI. Our experts Lindsay Tyler and Anish Shah explore the opportunities and risks behind this record financing wave.Read more insights from Morgan Stanley.----...

AI as a Sovereign Power

July 15, 2026 4:00pm 5 min

AI has become a strategic policy priority as governments race to secure their technological future. Our Head of U.S. Public Policy Research Ariana Salvatore explores what’s driving the shift and the implications for mark...

What’s Fueling Stocks After the AI Trade

July 14, 2026 4:00pm 4 min

Our CIO and Chief U.S. Equity Officer Mike Wilson discusses where investors may find opportunity beyond the AI sector and risks that could slow market gains.Read more insights from Morgan Stanley.----- Transcript -----We...

Lower Prices, Bigger Market: The Next Phase of GLP-1 Drugs

July 13, 2026 3:30pm 11 min

Cheaper obesity medicines could unlock broader demand, while supply-chain bottlenecks and premium-drug innovation may also shape how the market evolves. Our analysts Terence Flynn and Thibault Boutherin break down the in...

A New Chapter for North American Trade

July 10, 2026 3:00pm 4 min

The USMCA review is underway, with implications beyond tariffs. Our Head of U.S. Public Policy Research Ariana Salvatore breaks down the key issues shaping the road ahead.Read more insights from Morgan Stanley.----- Tran...

The AI Divide Between the U.S. and Japan

July 09, 2026 3:00pm 11 min

Robert Feldman and Michael Gapen discuss how AI could reshape growth, labor markets and productivity in the U.S. and Japan.Read more insights from Morgan Stanley.----- Transcript -----Robert Feldman: Welcome to Thoughts ...

3 Things That Could Break the Summer Rally

July 08, 2026 4:30pm 4 min

Our Global Head of Fixed Income Research Andrew Sheets outlines what could potentially go wrong and disrupt markets’ optimism this summer.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts o...

AI’s Next Stress Test

July 07, 2026 5:00pm 12 min

The biggest AI stocks have had a remarkable run – but questions still remain. Our Head of Americas Specialty Sales, Thomas Wigg, speaks with Global Head of Thematic and Sustainability Research Stephen Byrd and Global Hea...

Next Leg of the Bull Market?

July 06, 2026 3:00pm 5 min

A changing macro backdrop is creating new opportunities across the equity market. Our CIO and Chief U.S. Equity Strategist Mike Wilson looks at what's driving the shift and where it may lead next.Read more insights from ...

America’s Frontier-Market Origin Story

July 03, 2026 8:00am 7 min

As America nears its 250th birthday, our Global Head of Fixed Income Andrew Sheets looks back at the early republic as a volatile frontier market, and what its path from credit risks to durable institutions can teach inv...

Investors’ Focus Shifts to Rates and AI

July 02, 2026 3:00pm 5 min

Following meetings across Europe and Asia, our Global Head of Cross-Asset Strategy Research, Serena Tang, discusses two of the main themes on investors' minds: uncertainty around U.S. monetary policy and increasing cauti...

What to Watch Ahead of the Midterms

July 01, 2026 3:00pm 7 min

With voters focused on prices and the economy, our Head of Public Policy Research Ariana Salvatore and U.S. Thematic Strategist Michelle Weaver discuss the consumer trends that could matter most heading into November’s e...

The Market Shift Investors May Be Missing

June 30, 2026 4:00pm 5 min

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains that gains in the stock market are expanding to more sectors and why investors should position quickly.Read more insights from Morgan Stanley.----- Transcript...

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