logo
episode-header-image
Aug 2022
4m 18s

Mike Wilson: The Increasing Risks to Ear...

MORGAN STANLEY
About this episode
With Fed messaging making it clear they’re not yet done fighting inflation, the market is left to contend with the recent rally and prepare to adjust growth expectations. 
Up next
Yesterday
A Rebound for Hong Kong’s Property Market
Our Head of Asian Gaming & Lodging and Hong Kong/India Real Estate Research Praveen Choudhary discusses the first synchronized growth cycle for Hong Kong’s major real estate segments in almost a decade.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Though ... Show More
4m 49s
Jan 26
Four Key Themes Shaping Markets in 2026
Our Global Head of Thematic and Sustainability Research Stephen Byrd discusses Morgan Stanley’s key investment themes for this year and how they’re influencing markets and economies.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I’ ... Show More
4m 56s
Jan 23
How Consumers, CapEx and Fiscal Policy Are Driving Growth
In the second of their two-part roundtable, Seth Carpenter and Morgan Stanley’s top economists break down the forces influencing growth across different regions.Read more insights from Morgan Stanley.----- Transcript -----Seth Carpenter: Welcome to Thoughts on the Market. I'm Set ... Show More
15m 15s
Recommended Episodes
Jan 2024
Anastasia’s Crystal Ball with Anastasia Amoroso of iCapital
Guy Adami and Dan Nathan are joined by Anastasia Amoroso, Chief Market Strategist at iCapital, for her 2024 stock market outlook (1:15). Later, Guy and Danny Moses go deep on macro headwinds, earnings, and sports betting stocks (35:40).  Topics On The Pod AI Optimism Not Priced ... Show More
1h 5m
Jun 2024
4 Reasons Why the Stock Market Has Delivered Impressive Performance
<p>Sarah Hansen, Morningstar Inc. markets reporter, discusses why the stock market is up today and what could cause it to fall. Preston Caldwell, senior US economist for Morningstar Research Services, explains why he thinks the Federal Reserve will cut interest rates more than on ... Show More
17m 39s
Jul 2023
Stocks roar higher as US inflation cools slightly, optimism rises
tail spinning
4m 59s
Aug 2023
IBKR's Sosnick: Inflation is here until something breaks
Steve Sosnick, chief market strategist at Interactive Brokers, says investors should be thinking defensively and looking at dividend stocks rather than hoping that central bankers will pivot and start cutting rates to boost the market, because he thinks the Fed will stick with hi ... Show More
1 h
Feb 2024
These Aren’t the Shorts You Are Looking for with Luke Gromen of FFTT
On this episode of “On The Tape,” Guy Adami, Dan Nathan and Danny Moses discuss the broken market structure, opportunities in the market, China and more! Later, Danny and Guy sit down with Luke Gromen, founder of Forest from the Trees, for his macro view and bullish stock market ... Show More
1h 9m
Sep 2022
Fed hike, Powell’s recession warning roil markets; dollar shoots up
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/888925/open_sms">Send us a text</a></p><p>Dot plot signals Fed not done with 75 bps hikes, Powell warns of pain ahead. S&amp;P 500 goes back into bear market, dollar destroys everything in its path. Yen s ... Show More
5m 17s
Jul 2023
Risk rally fades on manufacturing slump but markets stay calm
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/888925/open_sms">Send us a text</a></p><p>Drop in ISM manufacturing PMI rounds up malaise in global factory activity. Dollar and stocks steady as Fed rate path little changed, all eyes on NFP report. Auss ... Show More
4m 58s