Thoughts on the Market
Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
Notable Guests
Episodes (2711)
Why the Middle-Class Squeeze Is Getting Worse
Thoughts on the Market
The Fed, Football and the Price of Ambiguity
Thoughts on the Market
Can the AI Spending Boom Pay Off?
Thoughts on the Market
AI Debt Starts Moving the U.S. Treasurys Market
Thoughts on the Market
What Could Shake Up Markets in September?
Thoughts on the Market
Why Oil Prices Could Rise to $100 Again
Thoughts on the Market
3 Policy Catalysts to Watch This Fall
Thoughts on the Market
The $33 Billion AI Security Opportunity
Thoughts on the Market
From Coffee to Cans: A U.S. Caffeine Shift
Thoughts on the Market
The Politics Behind the Rising U.S. Debt
Thoughts on the Market
Jackson Hole Tests the Fed’s Framework
Thoughts on the Market
When Does Higher U.S. Debt Start to Matter?
Thoughts on the Market
Measuring the Market’s Megatrends
Thoughts on the Market
Markets Faces Hotter, Shorter Cycles
Thoughts on the Market
Shifts in Credit Markets for the AI Buildout
Thoughts on the Market
The New Map of AI Power
Thoughts on the Market
El Niño’s Ripple Effects on Markets
Thoughts on the Market
Korean Stocks: From Correction to a Healthy Recovery
Thoughts on the Market
When AI Takes Over Shopping Carts
Thoughts on the Market
The UK Has a Better Story to Tell
Thoughts on the Market
Robotaxis’ $1 Trillion Opportunity
Thoughts on the Market
The Potential Way Forward for the U.S.-Iran Standoff
Thoughts on the Market
‘Show Me the Money,’ Market Tells Companies
Thoughts on the Market
How AI Could Simplify the Mortgage Market
Thoughts on the Market
AI’s New Rules of Engagement
Thoughts on the Market
Why Brick and Mortar Banking Still Matters
Thoughts on the Market
How Long Can the Fed Hold On?
Thoughts on the Market
When a Data Center Comes to Town
Thoughts on the Market
Quality Matters Again
Thoughts on the Market
The Structural Forces Moving Capital
Thoughts on the Market
Blind Spots in the AI Infrastructure Selloff
Thoughts on the Market
The Oil Market’s Billion-Barrel Problem
Thoughts on the Market
Fed in July: A Weaker Case for Hiking
Thoughts on the Market
A More Selective Stock Market
Thoughts on the Market
An Odyssey Through Market History
Thoughts on the Market
Data Centers’ Political Battle
Thoughts on the Market
More Stocks Join the Bull Market
Thoughts on the Market
The Global Rate Debate
Thoughts on the Market
AI Spending: A New Engine for the Global Economy
Thoughts on the Market
Why Your Medical Bill Is So High
Thoughts on the Market
A Test for Capital Markets: Funding AI
Thoughts on the Market
AI as a Sovereign Power
Thoughts on the Market
What’s Fueling Stocks After the AI Trade
Thoughts on the Market
Lower Prices, Bigger Market: The Next Phase of GLP-1 Drugs
Thoughts on the Market
A New Chapter for North American Trade
Thoughts on the Market
The AI Divide Between the U.S. and Japan
Thoughts on the Market
3 Things That Could Break the Summer Rally
Thoughts on the Market
AI’s Next Stress Test
Thoughts on the Market
Next Leg of the Bull Market?
Thoughts on the Market
America’s Frontier-Market Origin Story
Thoughts on the Market