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)
Mexico Judicial Reforms Spark Investor Concern
Thoughts on the Market
Industrials Outlook ‘Better Than Feared’
Thoughts on the Market
Presidential Debate Targets Perceptions Over Policy
Thoughts on the Market
US Elections: The Politics of Healthcare
Thoughts on the Market
Markets Readying for a Rate Cut
Thoughts on the Market
Bank of Japan’s Role in Market Volatility
Thoughts on the Market
Corporate Credit at a Crossroads?
Thoughts on the Market
Uneven Recovery in Commercial Real Estate
Thoughts on the Market
Trading Spaces: Millennials vs. Boomers
Thoughts on the Market
Shaky Labor Data Pressures Equity Markets
Thoughts on the Market
Balance Sheets Remain Resilient Despite Slowing US Growth
Thoughts on the Market
Global Energy Markets and the US Election
Thoughts on the Market
US Election: A Game Of Inches
Thoughts on the Market
Wallets Wide Open For GenAI
Thoughts on the Market
Special Encore: Health Care for Longer, Healthier Lives
Thoughts on the Market
Is the Fed Behind the Curve?
Thoughts on the Market
Bumpy Road Back For US Housing Market
Thoughts on the Market
All Eyes on Jobs Data
Thoughts on the Market
What’s Boosting Consumer Confidence?
Thoughts on the Market
Market Rebounds but Growth Is Uncertain
Thoughts on the Market
What’s Next for Japan After Rate Hike?
Thoughts on the Market
At Political Conventions, Policy Waits in the Wings
Thoughts on the Market
Special Encore: Almost Human: Robots in Our Near Future
Thoughts on the Market
Why Immigration Matters for Global Economies
Thoughts on the Market
Strong Balance Sheets, Cautious Boardrooms
Thoughts on the Market
Will the US Dollar Remain Strong Post-Election?
Thoughts on the Market
Can Vacant Offices Help Solve the US Housing Crisis?
Thoughts on the Market
US Election Should Not Dim M&A Resurgence
Thoughts on the Market
Pay Attention to Data, Not Market Drama
Thoughts on the Market
Rate Cut Ripple
Thoughts on the Market
Health Care for Longer, Healthier Lives
Thoughts on the Market
What This Roller Coaster Week Means for Bonds
Thoughts on the Market
Why Money Market Funds Aren’t ‘Cash On The Sidelines’
Thoughts on the Market
Making Sense of the Correction
Thoughts on the Market
Looking Back at a Whirlwind Week
Thoughts on the Market
Following the Flows
Thoughts on the Market
Will GenAI Help or Hurt Ad Agencies?
Thoughts on the Market
Navigating the Quality and Cap Curves
Thoughts on the Market
The Coming Nuclear Power Renaissance
Thoughts on the Market
Three Risks for the Third Quarter
Thoughts on the Market
Investors’ Questions After Election Shakeup
Thoughts on the Market
How Asian Markets View US Elections
Thoughts on the Market
Almost Human: Robots in Our Near Future
Thoughts on the Market
Business Cycle May Trump Politics
Thoughts on the Market
Why Credit Markets Like Moderation
Thoughts on the Market
The Surprising Link Between Auto Insurance and Inflation
Thoughts on the Market
Navigating Market Reactions to the News Cycle
Thoughts on the Market
Beyond the 60/40 Portfolio?
Thoughts on the Market
Retail’s Comeback Plan
Thoughts on the Market
Why We Believe the Fed Will – and Should – Cut Rates Soon
Thoughts on the Market