<p>Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.</p>

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Title Date published
Mike Wilson: Fixation on the Fed 2022-01-24
Andrew Sheets: Protecting Against Inflation 2022-01-21
2022 US Housing Outlook: Strong Foundations but Reduced Affordability 2022-01-20
2022 Global Currency Outlook: The Trick is in The Timing 2022-01-19
Mike Wilson: Pricing a More Hawkish Fed 2022-01-18
Andrew Sheets: Adjusting to a New Fed Tone 2022-01-14
Michael Zezas: The Fed’s Tough Job Ahead 2022-01-13
Special Episode, Pt. 2: Long-Term Supply Chain Restructuring 2022-01-13
Special Episode, Pt. 1: Near-Term Supply Chain Restructuring 2022-01-12
Mike Wilson: Will 2022 be a 2013 ‘Taper Tantrum’ Redux? 2022-01-10
Andrew Sheets: New Wrinkles for the 2022 Story 2022-01-07
Graham Secker: Will Europe Be Derailed By Omicron? 2022-01-06
Michael Zezas: Why are Markets Unfazed by Omicron? 2022-01-05
Jonathan Garner: Omicron Impacts Across Asia 2022-01-04
Michael Wilson: New Year, New Opportunities 2022-01-03
End-of-Year Encore: Space Investing 2021-12-30
End-of-Year Encore: Retail Investing 2021-12-29
End-of-Year Encore: Thematic Investing 2021-12-28
End-of-Year Encore: Factor Investing 2021-12-27
Michael Zezas: A More Flexible Fed 2021-12-22
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