Mike Wilson: Are Markets Putting Stock in Trade?
With corporate confidence softening, could movement on U.S.-China trade at the G20 be the catalyst for growth in the second half of the year? Chief Investment Officer Mike Wilson has analysis.
24 Jun 2019
Mike Wilson: Equities Position for America’s Grand Reopening
Although it remains to be seen how fast the U.S. can “re-open,” in the near term, markets may be betting on an economy that will normalize faster than feared.
20 Apr 2020
Andrew Sheets: Let’s Say the Fed Cuts Rates in July…
Morgan Stanley's economics team now expects the Fed to cut interest rates by half a percent possibly as soon as July. On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets examines how markets could react.
21 Jun 2019
Andrew Sheets: What to Watch from the G20
On today’s podcast, Chief Cross-Asset Strategist Andrew Sheets shares three possible trade outcomes from the G20—and how markets may react to a pause on new tariffs.
28 Jun 2019
Most Popular Podcasts
Andrew Sheets: Why We Think Risk/Reward Is Improving
Although the sell-off may not be over and the global economy has tough days ahead, a growing number of factors suggest that risk/reward in markets may be getting better.
19 Mar 2020
Andrew Sheets: Coronavirus: Are Markets Overreacting?
Global equity markets have endured several days of losses as worries over the coronavirus continue. The question for many investors is “What to do now?”
27 Feb 2020
Mike Wilson: Weighing Fed Intervention, Geopolitics
On today's episode, As 2020 begins, central bank moves and reawakened geopolitical risk promise to be key market catalysts. Chief Investment Officer Mike Wilson details the potential impact on portfolios.
7 Jan 2020
Mike Wilson: 2020 and the Return to Reflation
On today's episode, why escalating labor costs, deglobalization and central bank policies may mean positioning portfolios toward stocks that benefit from rising inflation.
23 Dec 2019
Mike Wilson: The Return of the Secular Bull Market?
On this episode, Chief Investment Officer Mike Wilson shares three reasons why equities markets have rallied over the past few months… and where they could go from here.
11 Nov 2019
Andrew Sheets: Can Sentiment Alone Drive Markets Higher?
On today's episode, Optimism in markets has risen significantly over the past three weeks. But Chief-Across Asset Strategist Andrew Sheets asks, “Is optimism enough?”
25 Oct 2019
Andrew Sheets: As 2020 Begins, Investors Get Optimistic
On today's episode, Skepticism was the prevailing investor attitude for most of 2019, but what a difference a quarter can make. So what changed? Chief Cross-Asset Strategist Andrew Sheets talks changing sentiment as 2020 kicks off.
24 Jan 2020
Mike Wilson: Markets Face a “Sell the News” Moment
On today’s podcast, Chief Investment Officer Mike Wilson asks whether the Fed rate cut and reemergence of trade tensions rattled markets or simply revealed the possibility of deteriorating fundamentals.
5 Aug 2019
Andrew Sheets: The Comfort of Market Patterns
Although current market swings suggest that we are in serious, unpredictable times, a look through market history may reveal where we’re headed next.
13 Mar 2020
Mike Wilson: Are U.S. Equities Defying Gravity?
On today’s episode, a curious paradox: Although major indices are making new highs, many defensive stocks are leading the pack. Chief Investment Officer Mike Wilson explains why.
28 Oct 2019
Mike Wilson: Amid New Highs, Uncertainty Remains
On this episode, Chief Investment Officer Mike Wilson says the jury may be out on whether we’re at a trough for the U.S. economy, but two international markets may hold promise for investors.
4 Nov 2019
Mike Wilson: The End of The Cyclical Bear Market?
Just three months ago, market expectations were likely overoptimistic. That's how tops are made. Today, they are maybe too pessimistic… and that's how bottoms are made.
16 Mar 2020
Mike Wilson: Will the Fed Surprise on a Rate Cut?
On today’s podcast, Chief Investment Officer Mike Wilson gauges the reaction to a potential Wednesday Fed rate cut. Have markets already priced in any rally?
29 Jul 2019
Michael Zezas: U.S.-China Trade: The Outlook for Fall
On today's episode, A number of trade-related events on the fall calendar could mean progress—or an escalation—on the trade impasse. Head of U.S. Public Policy Michael Zezas provides an overview.
2 Oct 2019
Michael Zezas: Indirect Impacts
In today’s podcast, Head of U.S. Public Policy strategy Michael Zezas discusses how the great debate playing out in markets around trade is about more than direct impacts.
26 Jun 2019
Andrew Sheets: The Yield Curve Inverts for a Reason
On today’s podcast, Chief Across-Asset Strategist Andrew Sheets shares three takeaways from this week’s inversion of the yield curve, historically the signal of a possible recession.
16 Aug 2019