Podcast | Thought on the Market

Special Encore: Viruses, Variants and Vaccines – What’s Next?

Morgan Stanley
Banking, Finance, Investment Strategies

Original Release on June 24th, 2021: Although the darkest days of COVID-19 are hopefully behind us, new variants, vaccine distribution issues and uncertainty about winter still remain key issues.

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September 24, 2021

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This week, the Fed hinted that a taper announcement in November could be in store, adding one more wrinkle into events that investors will need to navigate this fall.—–…

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September 23, 2021

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Why two D.C. policy items—the bipartisan infrastructure framework and debt ceiling deliberations—could add one more complication for equities markets.—– Transcript —–Welcome to Thoughts on the Market. I’m Michael Zezas,…

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September 23, 2021

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On this special episode, we address key questions around struggles in China’s property sector, as well as any potential spillover into the broader economy.—– Transcript —–Chetan Ahya Welcome to…

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September 21, 2021

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This Climate Week, we preview environmental policy proposals within the $3.5 Trillion Budget Reconciliation Bill. What will it mean for investors and the response to climate change?—– Transcript —–Jessica…

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September 16, 2021

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Original Release on August 13th, 2021: Across numerous metrics, the current environment may be an unusually good time to borrow money. What does this mean for equities, credit and…

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September 15, 2021

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Although markets have been preparing for the notion of tax hikes, a flurry of recent legislative activity may suggest where tax policy will eventually land….

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September 14, 2021

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With the summer growth scare in Europe possibly nearing an end—and relatively inexpensive valuations—cyclical stocks in Energy, Banking and Autos may be worth a fresh look….

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September 14, 2021

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Equities markets may be sending mixed messages on the economy and growth, but ultimately, it’s all about the earnings. Chief Investment Officer Mike Wilson explains….

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September 9, 2021

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Negotiations on a number of government policy points such as taxes, fiscal spending and deficits have hit a fever pitch. Here are three potential outcomes through year-end….

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September 9, 2021

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Taiwan equities have been a standout among equities in 2021, but factors such as softening tech spend and slowing retail trading activity suggest challenges ahead….

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September 8, 2021

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Weak U.S. economic data in August has renewed concerns that a growth scare is underway. Is this a sign of things to come or just a speed bump in…

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September 7, 2021

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Original Release on August 30th, 2021: Although a key component of investing is getting the narrative right, perhaps a bigger component is knowing when the narrative could shift….

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September 2, 2021

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As summer transitions to fall, investors will be facing a host of key market events. Chief Cross-Asset Strategist Andrew Sheets covers the ones to watch….