Podcast | Thought on the Market

Special Episode: Coronavirus as Catalyst

Morgan Stanley
Banking, Finance, Investment Strategies

Markets have spent the week increasingly concerned about the coronavirus, but Chief Investment Officer Mike Wilson says there’s a lot more going on beyond the headlines.

Recommend a podcast...

More by

Podcast

October 22, 2021

Morgan Stanley

Sustainably generated hydrogen has great promise as a fuel where electricity alone won’t suffice, but the road to its broad adoption remains complicated for investors to navigate. —– Transcript —–Jessica…

Podcast

October 21, 2021

Morgan Stanley

The bipartisan infrastructure and ‘Build Back Better’ plans remain in legislative limbo, but what could their passage mean for markets? —– Transcript —–Welcome to Thoughts on the Market. I’m Michael…

Podcast

October 20, 2021

Morgan Stanley

Moves toward scale and consolidation show promise for what is already a burgeoning content industry. —– Transcript —–Andrew Sheets Welcome to Thoughts on the Market. I’m Andrew Sheets, Chief Cross Asset…

Podcast

October 19, 2021

Morgan Stanley

With supply chain pressures and rising costs still weighing on markets, retail investors continue to see long term value.—– Transcript —–Welcome to Thoughts on the Market. I’m Mike Wilson,…

Podcast

October 15, 2021

Morgan Stanley

Consumer saving is up, way up. But whether investors put this money into the markets may have more to do with how much wealth is already in play.—– Transcript…

Podcast

October 14, 2021

Morgan Stanley

Last week, over 130 countries announced an agreement to overhaul international tax rules. The changes may seem high-level, but should investors pay closer attention?—– Transcript —–Michael Zezas Welcome to Thoughts…

Podcast

October 14, 2021

Morgan Stanley

With supply chain delays in air, ocean and trucking on the minds of investors worldwide, what could it mean for the labor market and consumers headed into the holiday…

Podcast

October 12, 2021

Morgan Stanley

Investors appear nervous about the economic outlook as 3rd quarter earnings season approaches. Are stagflation concerns justified… or perhaps overdone?—– Transcript —–Welcome to Thoughts on the Market. I’m Graham Secker,…

Podcast

October 11, 2021

Morgan Stanley

As the weather chills and we head towards the end of the mid-cycle transition, the S&P 500 continues to avoid a correction. How long until equities markets cool off?—–…

Podcast

October 8, 2021

Morgan Stanley

Investor worries over growth and inflation have revived the term stagflation—but with growth indicators historically solid, is it an accurate description?—– Transcript —–Welcome to Thoughts on the Market. I’m…

Podcast

October 8, 2021

Morgan Stanley

Affordability pressures continue to mount as housing supply tightens. How long will home prices continue setting records and what could it mean for credit availability?—– Transcript —–James Egan Welcome…

Podcast

October 6, 2021

Morgan Stanley

Discussions in D.C. over the infrastructure framework, budget reconciliation bill and debt ceiling could impact more than just politics. What could it mean for stocks and bond yields?—– Transcript…

Podcast

October 5, 2021

Morgan Stanley

New data on an oral antiviral treatment could have significant impact on the COVID treatment landscape. What’s next for treatments, booster shots and child vaccines.—– Transcript —–Andrew Sheets Welcome…

Podcast

October 4, 2021

Morgan Stanley

After 16 years, German Chancellor Angela Merkel is stepping down. While the full implications for Europe remain unclear, some contours of the post-Merkel government are now taking shape.—– Transcript…

Podcast

September 30, 2021

Morgan Stanley

The eventual size of the Democratic Party’s fiscal policy legislation – for taxes and for spending – will likely impact the bond market as well as the policy landscape.—– Transcript…