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 (1710)
The Future Reckoning of Tariff Escalation
Thoughts on the Market
Are Foreign Investors Fleeing U.S. Assets?
Thoughts on the Market
How AI Is Disrupting Defense
Thoughts on the Market
Have U.S. Consumers Shaken Off Tariff Concerns?
Thoughts on the Market
America’s Debt Story
Thoughts on the Market
Three Possibilities for What’s Next on Tariffs
Thoughts on the Market
How AI Could Transform the Real Estate Sector
Thoughts on the Market
The U.S. Housing Market Slowdown
Thoughts on the Market
Watching the Canary in the Coalmine
Thoughts on the Market
Why the Fed Will Cut Late, But Cut More
Thoughts on the Market
Humanoids’ Insatiable Hunger for Minerals
Thoughts on the Market
India Outperforms with High Growth and Low Volatility
Thoughts on the Market
Why Stocks Can Be Resilient Despite Geopolitical Risk
Thoughts on the Market
Midyear Credit Outlook: An Odd Disconnect in Asia
Thoughts on the Market
How Oil Could Price Amid Mideast Tensions
Thoughts on the Market
Why Markets Should Keep an Eye on Japan’s AI Playbook
Thoughts on the Market
A Bullish Case for Large Cap U.S. Equities
Thoughts on the Market
The Economic Stakes of President Trump’s Immigration Policy
Thoughts on the Market
Midyear Credit Outlook: Slowdown in Europe
Thoughts on the Market
What the New Tax Bill Means for Cross-Border Portfolios
Thoughts on the Market
How China Is Rewriting the AI Code
Thoughts on the Market
U.S. Financials Conference: Three Key Themes to Watch
Thoughts on the Market
Standing by Our Outlook
Thoughts on the Market
5 Reasons the Obesity Drug Market Remains Strong
Thoughts on the Market
Midyear U.S. Credit Outlook: Why Investors Should Be Selective
Thoughts on the Market
U.S. Shoppers Take Stock
Thoughts on the Market
Why Equity Markets May Be Stronger Than You Think
Thoughts on the Market
Why Interest Rates Matter Again
Thoughts on the Market
What Now with Tariffs?
Thoughts on the Market
How to Decode Tariff Signals
Thoughts on the Market
Luxury Sector Tightens Its Belt
Thoughts on the Market
Midyear U.S. Outlook: Equity Markets a Step Ahead?
Thoughts on the Market
Midyear Global Outlook, Pt 2: Why the U.S. Still Leads Global Markets
Thoughts on the Market
Midyear Global Outlook, Pt 1: Skewing to the Downside
Thoughts on the Market
Japan Summit: Consumer Resilience and Trade Uncertainty
Thoughts on the Market
Market Risks Persist After U.S.-China Trade Detente
Thoughts on the Market
Lessons Amid the Market Rollercoaster
Thoughts on the Market
The Rise Of The Humanoid Economy
Thoughts on the Market
What the Tax Debate Could Mean for Markets
Thoughts on the Market
Can Private Credit Weather Macro Risks?
Thoughts on the Market
U.S.-China Trade Truce: What’s Next?
Thoughts on the Market
The Eye of a Market Storm
Thoughts on the Market
Why is the Taiwanese Dollar Suddenly Surging?
Thoughts on the Market
Are Investors Searching for New ‘Safe Havens’?
Thoughts on the Market
U.S. Economy: Solid Footing For Now, Uncertainty Ahead
Thoughts on the Market
Munis: Tax-Free Income in Times of Stress
Thoughts on the Market
Why the UK May Be Poised for a Surprising Rebound
Thoughts on the Market
Can South Korea Afford To Grow Old?
Thoughts on the Market
A Possible Roadmap for U.S. Tariff Policy
Thoughts on the Market
Is the Oil Market Flashing a Potential Recession Warning?
Thoughts on the Market