Podcast Episodes
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Midyear U.S. Credit Outlook: Why Investors Should Be Selective
Episode 1397
Our analysts Andrew Sheets and Vishwas Patkar take stock of the U.S. credit market, noting which segments are on firm footing going into a period of …
1 year ago
U.S. Shoppers Take Stock
Episode 1396
Our Thematics and U.S. Economics analysts Michelle Weaver and Arunima Sinha discuss how American consumers are planning to spend as they consider tar…
1 year ago
Why Equity Markets May Be Stronger Than You Think
Episode 1395
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains how his outlook on earnings and valuations give him a constructive view on U.S. equitie…
1 year ago
Why Interest Rates Matter Again
Episode 1394
Our Head of Corporate Credit Research explains why the legal confusion over U.S. tariffs plus the pending U.S. budget bill equals a revived focus on …
1 year ago
What Now with Tariffs?
Episode 1393
After the federal court’s ruling against Trump’s reciprocal tariffs, and an appeals court’s temporary stay of that ruling, our analysts Michael Zezas…
1 year ago
How to Decode Tariff Signals
Episode 1392
Our Global Head of Fixed Income Research & Public Policy Strategy, Michael Zezas, shares the answers to clients’ top U.S. policy questions from Morga…
1 year ago
Luxury Sector Tightens Its Belt
Episode 1391
Live from the Morgan Stanley Luxury Conference in Paris, our analysts Arunima Sinha and Eduoard Aubin discuss the economic and consumer trends shapin…
1 year ago
Midyear U.S. Outlook: Equity Markets a Step Ahead?
Episode 1390
Global trade tensions have eased after a steadying in U.S. policy shifts, leading our CIO and Chief U.S. Equity Strategist Mike Wilson to make a more…
1 year ago
Midyear Global Outlook, Pt 2: Why the U.S. Still Leads Global Markets
Episode 1389
Our analysts Serena Tang and Seth Carpenter discuss Morgan Stanley’s out-of-consensus view on U.S. exceptionalism, and how investors should position …
1 year ago
Midyear Global Outlook, Pt 1: Skewing to the Downside
Episode 1388
Our analysts Seth Carpenter and Serena Tang discuss why they believe the global economy is set to slow meaningfully in the second half of 2025.
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1 year ago