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New Fed Chair, New Market Signals
Episode 1569
Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses how the nomination of Kevin Warsh to lead the Fed could move markets.
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4 months, 1 week ago
Why Markets Should Keep Running Hot
Episode 1568
Our Global Head of Fixed Income Andrew Sheets discusses key market metrics indicating that valuations should stay higher for longer, despite some inv…
4 months, 1 week ago
Special Encore: What’s Driving European Stocks in 2026
Episode 1567
Original Release Date: January 16, 2026
Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break d…
4 months, 1 week ago
The Stakes of Another Government Shutdown
Episode 1566
Our Deputy Head of Global Research Michael Zezas explains why the risk of a new U.S. government shutdown is worth investor attention, but not overrea…
4 months, 1 week ago
A Rebound for Hong Kong’s Property Market
Episode 1565
Our Head of Asian Gaming & Lodging and Hong Kong/India Real Estate Research Praveen Choudhary discusses the first synchronized growth cycle for Hong …
4 months, 1 week ago
Four Key Themes Shaping Markets in 2026
Episode 1564
Our Global Head of Thematic and Sustainability Research Stephen Byrd discusses Morgan Stanley’s key investment themes for this year and how they’re i…
4 months, 2 weeks ago
How Consumers, CapEx and Fiscal Policy Are Driving Growth
Episode 1563
In the second of their two-part roundtable, Seth Carpenter and Morgan Stanley’s top economists break down the forces influencing growth across differ…
4 months, 2 weeks ago
Mapping Global Central Bank Paths
Episode 1562
Our Global Chief Economist Seth Carpenter joins our chief regional economists to discuss the outlook for interest rates in the U.S., Japan and Europe…
4 months, 2 weeks ago
Pricing in Trump’s Speech at Davos
Episode 1561
All eyes have been on President Trump’s address at the World Economic Forum. Michael Zezas, our Deputy Global Head of Research, and Ariana Salvatore,…
4 months, 2 weeks ago
Housing Market: Limited Impact from Policy
Episode 1560
Our co-heads of Securitized Products Jay Bacow and James Egan explain why recent U.S. government measures won’t change much the outlook for mortgage …
4 months, 2 weeks ago