Looking at clues from the past, our Global Head of Fixed Income Research Andrew Sheets examines how the recurring themes – from deregulation to volatility – are shaping markets and why every cycle still takes its own path.Read more insights from Morgan Stanley.----- Transcript -- ...Show more
All Episodes
An Odyssey Through Market History
Looking at clues from the past, our Global Head of Fixed Income Research Andrew Sheets examines how the recurring themes – from deregulation to volatility – are shaping markets and why every cycle still takes its own path.Read more insights from Morgan Stanley.----- Transcript -- ...Show more
Data Centers’ Political Battle
Despite growing political resistance, investment in data centers isn't slowing. Ariana Salvatore explains why supply constraints may actually accelerate AI capital spending.Read more insights from Morgan Stanley.----- Transcript -----Ariana Salvatore: Welcome to Thoughts on the M ...Show more
More Stocks Join the Bull Market
Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why market leadership is rotating beyond semiconductors and where investors may find opportunities despite near-term volatility.Read more insights from Morgan Stanley.----- Transcript ----- Welcome to Thoughts on the M ...Show more
The Global Rate Debate
In the second part of our economic roundtable, Michael Gapen, Jens Eisenschmidt and Chetan Ahya join Seth Carpenter to discuss how central banks are balancing sticky inflation, resilient growth and regional policy trade-offs.Read more insights from Morgan Stanley.----- Transcript ...Show more
AI Spending: A New Engine for the Global Economy
AI investment is reshaping the global outlook. In part one of this economic roundtable, our panel explores where the momentum is strongest — and where investment still needs to catch up.Read more insights from Morgan Stanley.----- Transcript -----Seth Carpenter: Welcome to Though ...Show more