IDEAS COVID-19: Economic Risk and Recovery Sep 8, 2021 As nations and the healthcare industry work to contain COVID-19, investors search for clarity on what’s next. Morgan Stanley analysts and economists share insights on the road ahead. Tweet this Share this on LinkedIn Share this on Facebook Email this Print this THOUGHTS ON THE MARKET PODCAST COVID-19: WILL PILLS CHANGE THE GAME? Oct 5, 2021 New data on an oral antiviral treatment could have significant impact on the COVID treatment landscape. What’s next for treatments, booster shots and child vaccines. WEALTH MANAGEMENT IS THE U.S. MARKET DUE FOR A BREATHER? Sep 8, 2021 Why stocks may be vulnerable to two critical factors that could trigger a near-term correction—and how investors can prepare. THOUGHTS ON THE MARKET PODCAST PLANES, TRAINS AND SUPPLY CHAINS Oct 13, 2021 With supply chain delays in air, ocean and trucking on the minds of investors worldwide, what could it mean for the labor market and consumers headed into the holiday season? RESEARCH REPORTS OF U.S. CITIES' DEMISE SEEM GREATLY EXAGGERATED Jul 16, 2021 Despite talk of COVID driving a long-term exodus, our analysis shows that many cities are rebounding. What does that mean for assets tied to urban living? INVESTMENT MANAGEMENT BOND MARKET OPPORTUNITIES AFTER PEAK EASY MONEY Aug 26, 2021 Select assets within the fixed income market may offer investors opportunities, amid steady economic growth, waning policy support and persistently higher inflation. WEALTH MANAGEMENT COULD THE DELTA VARIANT DERAIL GROWTH? Aug 10, 2021 The recent sharp rise in new infections has reignited fears of disruption to the U.S. recovery and outlook for markets. SALES AND TRADING CHARTING THE COMMERCIAL REAL ESTATE REBOUND Jul 28, 2021 How will technological innovation, inflation and evolving preferences around working from home affect the nascent recovery in commercial real estate? THOUGHTS ON THE MARKET PODCAST 2022 GLOBAL ECONOMIC OUTLOOK: OPTIMISM IN THE NEW YEAR Nov 18, 2021 Andrew Sheets speaks with Chief Global Economist Seth Carpenter on Morgan Stanley’s more optimistic economic outlook for 2022 and how consumer spending, labor, and inflation contribute to that story. NOW, WHAT'S NEXT? PODCAST SEARCHING FOR BALANCE: HOW AND WHY WE WORK Jun 23, 2021 Industrialists like Henry Ford made the 40-hour work week popular in the 1920s. A hundred years later we look at how it’s working out for us. THOUGHTS ON THE MARKET PODCAST SO HOW HEALTHY IS THE U.S. CONSUMER? Jul 22, 2021 Consumer spending has an outsized impact on U.S. economic growth, representing 70% of the economy. We take a deep dive into savings, spending and the labor market. THOUGHTS ON THE MARKET PODCAST HOW WILL CHINA MANAGE THE HOUSING DOWNTURN? Sep 22, 2021 On this special episode, we address key questions around struggles in China's property sector, as well as any potential spillover into the broader economy. WEALTH MANAGEMENT HAS THE U.S. HOUSING MARKET PEAKED? Jun 28, 2021 Home sales have cooled lately, raising doubts about the U.S. recovery. We look at the latest data and test the strength of residential real-estate fundamentals. RESEARCH HILTON CEO CHRIS NASSETTA: GET READY FOR THE RETURN OF TRAVEL Jun 15, 2021 Will pent-up demand for experiences mean boom times ahead for travel & leisure? Hilton CEO Chris Nassetta sits down for an exclusive interview with Morgan Stanley’s Thomas Allen to discuss the future of travel post-COVID. WEALTH MANAGEMENT HOW TIGHT IS THE U.S. LABOR MARKET? Jun 15, 2021 Why the disconnect between robust hiring demand and still elevated joblessness may persist, and how investors can prepare. RESEARCH 2021 MIDYEAR INVESTOR OUTLOOK: A TRICKY TRANSITION Jun 9, 2021 Strong economic winds call for charting a different course, including looking for opportunities globally, focusing on out-of-favor sectors and investing thematically. RESEARCH 2021 MIDYEAR ECONOMIC OUTLOOK: A BUSINESS INVESTMENT SURGE AHEAD Jun 9, 2021 With the global economy on track to pass its pre-pandemic growth trajectory this year, Morgan Stanley economists say that next stage of growth will be driven by a red-hot cycle of business investment. NOW, WHAT'S NEXT? PODCAST THE RE-EDUCATION OF HIGHER LEARNING Jun 9, 2021 How is the pandemic changing higher education? We meet people rethinking online teaching, what students need to succeed and why a campus matters. RESEARCH COMCAST CEO BRIAN ROBERTS ON THE INTENSIFYING MEDIA LANDSCAPE May 12, 2021 Comcast Chairman and CEO Brian Roberts sits down with Benjamin Swinburne, Head of U.S. Media Research to discuss competition, innovation and the shifting media landscape. RESEARCH PAVING THE WAY FOR A U.S. INFRASTRUCTURE SUPERCYCLE May 6, 2021 Why the Biden administration’s infrastructure plan could spark a decade-long supercycle for building materials, spilling over to the rest of the U.S. economy. 6 takeaways for investors. See All Ideas Sign up to get Morgan Stanley Ideas delivered to your inbox. Email Address Email Address GO MORE STORIES ACCESS & OPPORTUNITY PODCAST FRACTIONAL OWNERSHIP: FROM SNEAKERS TO JETS Aug 26, 2021 Gerome Sapp and Glenn Gonzales on their disruptive business ideas and the benefits of fractional investing. AT SCALE PODCAST THE HUMANITARIAN COST OF PLASTIC WASTE Aug 19, 2021 Climate change risks have never been more acute, as the global environmental movement reaches a milestone. RESEARCH NEW INVESTOR OPPORTUNITIES EMERGE IN CLOUD-ERA CYBERSECURITY Oct 7, 2021 As cyber threats follow enterprises into the cloud, two key software markets are set to converge into a single discipline for more effective threat prevention, detection and response. A look at the opportunities for investors. Disclosures Investor Relations Corporate Governance Newsroom Careers Privacy & Cookies Terms of Use Contact Us Global Offices Equal Employment Opportunity © 2021 Morgan Stanley. All rights reserved. About Cookies On This Site Our site uses cookies and similar technologies so that we and our partners can remember you and better understand how you use our sites. For more information on how we use cookies, please see our Global Cookie Policy. To set your preferences for using our sites, please use our Cookie Consent Tool. accept