Podcast Episodes
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U.S. Policy Breaks Past Peak Uncertainty
Episode 1539
Our Public Policy Strategists Michael Zezas and Ariana Salvatore break down key moves from the White House, U.S. Congress and Supreme Court that coul…
5 months, 3 weeks ago
Where Investors Agree—or Don’t—With Our 2026 Outlook
Episode 1538
Our Chief Fixed Income Strategist Vishy Tirupattur responds to some of the feedback from clients on Morgan Stanley’s 2026 global outlooks.
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5 months, 3 weeks ago
Why Market Stability Matters to the Fed
Episode 1537
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains the significance of the Fed’s decision to resume buying $40 billion of Treasury bills m…
5 months, 3 weeks ago
Is the Credit Cycle Overheating?
Episode 1536
Our Head of Corporate Credit Research Andrew Sheets explains why 2026 might bring a credit cycle that burns hotter before it burns out.
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5 months, 4 weeks ago
Fed’s Next Steps and Markets’ Reactions
Episode 1535
Our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen discuss the Fed’s path as inflation remains above its targe…
5 months, 4 weeks ago
Asia’s Economy and Markets in 2026
Episode 1534
Our Chief Asia Economist Chetan Ahya and Chief China Equity Strategist Laura Wang unpack Asia’s broadening economic recovery and focus on China’s pat…
5 months, 4 weeks ago
The Outlook for European Stocks in 2026
Episode 1533
Our Head of Research Product in Europe Paul Walsh and Chief European Equity Strategist Marina Zavolock break down the key drivers, risks, and sector …
6 months ago
Stocks in 2026: What’s Next for Retail Investors
Episode 1532
Mike Wilson, our CIO and Chief U.S. Equity Strategist, and Dan Skelly, Senior Investment Strategist at Morgan Stanley Wealth Management, discuss the …
6 months ago
AI Rewrites the Retail Playbook
Episode 1531
Live from the Morgan Stanley Global Consumer & Retail Conference, our analysts discuss how AI is reshaping the future of shopping in the U.S.
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6 months ago
Trends and Challenges for Consumers in 2026
Episode 1530
Live from the Morgan Stanley Global Consumer & Retail Conference in New York, our analysts discuss the latest macro trends and pressures impacting th…
6 months ago