Thoughts on the Market

Thoughts on the Market

by

Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.

Original release on March 25th, 2021: Amid a generally conservative outlook for emerging markets, key differentiators are their scope for policy action, pace of vaccine rollout and equity valuations.

Recent Episodes

  • Special Encore: Diverging Emerging Markets

    7 days ago
  • Special Episode: Innovating toward Decarbonization

    1 week ago
  • Andrew Sheets: Are Bonds Still a Worthwhile Investment?

    1 week ago
  • Vishy Tirupattur: The Policy Debate Takes Center Stage

    2 weeks ago
  • Special Episode: Rising Home Prices, Rising Rates

    2 weeks ago
  • Special Episode: The Return of the Services Sector?

    2 weeks ago
  • Mike Wilson: Equities Eye the Reality of Reopening

    2 weeks ago
  • Andrew Sheets: Why April Could Be Strong for Markets

    3 weeks ago
  • Michael Zezas: How Taxing Can Infrastructure Be?

    3 weeks ago
  • Robin Xing: China‚Äôs Green (Investment) Revolution

    3 weeks ago