Thoughts on the Market

Latest Episodes:

Andrew Sheets: What to Watch from the G20 Jun 28, 2019

Show notes

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.

Michael Zezas: Indirect Impacts Jun 26, 2019

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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.

Mike Wilson: Are Markets Putting Stock in Trade? Jun 24, 2019

Show notes

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.

Andrew Sheets: Let’s Say the Fed Cuts Rates in July… Jun 21, 2019

Show notes

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.

Michael Zezas: Three Possible Trade Paths from the G20 Jun 19, 2019

Show notes

On today’s podcast, Head of U.S. Public Policy strategy Michael Zezas says three likely U.S.-China trade scenarios will come out of the G20. But a tariff pause might be the trickiest for investors.

Mike Wilson: How Confident Are U.S. Businesses in the Economy? Jun 17, 2019

Show notes

On today’s episode, Chief Investment Officer Mike Wilson shares a readout on the firm’s proprietary Business Conditions Index. Are the data softening more than investors realize?

Andrew Sheets: The Dangers of Cheering for Weaker Data Jun 14, 2019

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On today’s podcast, Chief Cross-asset Strategist Andrew Sheets provides a bit of historical perspective on the logic of rooting for weaker data and lower interest rates.

Michael Zezas: Why ‘Slowbalization’ May Be Feeding Trade Tensions Jun 12, 2019

Show notes

Head of U.S. Public Policy Michael Zezas says that independent of current trade concerns, the trend toward globalized supply chains is fading, as companies respond both to political and market incentives.

Mike Wilson: Why Trade Tensions Are Only Part of the Story Jun 10, 2019

Show notes

Investors and media have been hyper-focused on trade and Fed policymaking. But according to Chief Investment Officer Mike Wilson, some key economic data points are the real story to watch.

Andrew Sheets: For Markets, Signs, Signs, Everywhere Signs Jun 07, 2019

Show notes

On today’s podcast, Chief Cross-asset Strategist Andrew Sheets says that while discussion of a Fed rate cut may have helped markets rebound, several longer-term signals are troubling.

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