Morgan Stanley's Mid-year Outlook
The Thoughts on the Market podcast delivers thoughtful analysis on the events that shape the market. All brought to you by a variety of voices within Morgan Stanley.
The below compilation of podcasts explore Morgan Stanley Research analysts' outlook on the markets and the economy for the second half of 2021.
Commodities prices have seen big moves recently, but what factors could potentially cool the rally?
Economic Outlook: The Red Hot Capex Cycle
Explore why consumer spending could drive business investment, and why inflation may be a risk to watch.
US Economic Outlook: Growth Remains Strong
Despite inflation and labor market risks, the outlook for 2021 anticipates strong growth in the US economy.
European Equities Outlook: Open for Business
Dig into why Europe may be set to outperform global equity markets this year.
A Unique View on US Equities
Morgan Stanley’s Chief US Equity Strategist breaks down investor reactions to Mid-Year Outlook views.
US Equities Outlook - Be Selective
Learn why sector and style preferences may be the key to success for the rest of 2021.