logo
episode-header-image
Sep 2022
3m 26s

Andrew Sheets: The State of Play in Mark...

MORGAN STANLEY
About this episode
There has been a lot of market movement in recent months, so as we exit the summer, what are the market stories and valuations that investors should be aware of? 
Up next
Nov 21
AI Capex Boom Puts Credit Markets to the Test
<p>As market murmurs about an AI bubble, our Head of Corporate Credit Research Andrew Sheets offers some perspective on the impacts of the increasing demand for debt.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" rel="noopener ... Show More
4m 11s
Nov 20
2026 Global Outlook: Micro Themes Take the Spotlight
<p>Live from Morgan Stanley’s Asian Pacific Summit, our Chief Fixed Income Strategist Vishy Tirupattur explains why micro trends are likely to be more on focus than macro shocks next year.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insight ... Show More
4m 48s
Nov 19
2026 U.S. Outlook: The Bull Market’s Underappreciated Narrative
<p>Our CIO and Chief U.S.&nbsp;Equity Strategist Mike Wilson explains why he continues to hold on to an out-of-consensus view of a growth positive 2026, despite near-term risks.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" re ... Show More
5m 27s
Recommended Episodes
May 2021
Inflation risks: 'too much complacency'?
<p>In this week’s episode of IG’s Trading the Markets podcast, IGTV’s Victoria Scholar speaks to Daniel Lacalle, chief economist at Tressis, about the post-pandemic recovery for the US economy, monetary and fiscal policy, and the potential economic risks ahead. </p> <p>Lacalle s ... Show More
18m 56s
Aug 2022
Analysts can't agree on where stocks are headed next!
Lack of direction is what investors will be suffering until we see clearer signs of inflation abating. And that will take time, as we must see a couple of encouraging data points to call the central banks’ inflation fight successful. The lack of clear direction is driving the mar ... Show More
11m 11s
Nov 2023
Stocks Jump After Fed Pause, and Is Now the Time to Buy China? 11/1/23
<p>Major indexes all closed higher after the central bank, as expected, held rates steady for a second straight meeting. We dig in on chair Powell’s commentary and what it means for the markets. Plus, Yum Brands, Estee Lauder and Canada Goose among the companies raising concerns ... Show More
44m 44s
Jan 2024
Central banks pushing back on rate cut expectations
<p>The market’s positioning for aggressive cuts in the US and Europe is being tested this week by several central bank officials. All of this is pushing US and European bond yields higher and continuing to weigh on equity markets. In Asia, a stock selloff deepened after fresh dat ... Show More
16m 6s
May 2023
Nvidia Reignites A Global Rally In A.I. Stocks
Despite Fitch putting the US's credit rating on negative watch, global markets are largely brushing off debt-ceiling risk. Weston Nakamura comments on the knee-jerk market reaction to the Fitch headline of strength in the yen and in gold, and also provides color on how the larges ... Show More
16m 7s
Sep 2023
ISM non-mfg PMI highlights resilience of US economy
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/888925/open_sms">Send us a text</a></p><p>US service sector unexpectedly gathers momentum. ECB officials keep a hike for next week on the table. BoE Gov. Bailey says they are ‘much nearer’ to rate peak. W ... Show More
4m 39s
Dec 2022
Week Ahead: Central bank meetings in Australia and Canada
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/888925/open_sms">Send us a text</a></p><p>A central bank extravaganza lies ahead in the first half of December. The ball will get rolling with the Reserve Bank of Australia and the Bank of Canada next wee ... Show More
7m 55s
Feb 2024
MM143: Nvidia Earnings, Cocoa Beans and Japanese Relief
<p>In our end-of-week wrap of Global Markets, we discuss:</p><br><p>**Nvidia’s Market Triumph**:</p><p>Nvidia shattered records with the largest single-day market gain in history, adding an astounding $277 billion to its value. This monumental surge propels Nvidia into the ranks ... Show More
40m 20s