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)
Investors’ Focus Shifts to Rates and AI
Thoughts on the Market
What to Watch Ahead of the Midterms
Thoughts on the Market
The Market Shift Investors May Be Missing
Thoughts on the Market
Comeback for Europe’s Bull Market?
Thoughts on the Market
The Warsh Effect on Mortgages
Thoughts on the Market
Consumer Confidence and the U.S. Midterms
Thoughts on the Market
What a Quieter Fed Could Mean for Markets
Thoughts on the Market
The Obstacles to Buying a First Home
Thoughts on the Market
Why Warsh May Let Markets Tough It Out
Thoughts on the Market
Inside the AI Debt Surge
Thoughts on the Market
Can Policy Solve AI’s Chipflation?
Thoughts on the Market
Warsh’s Opening Act at the Fed
Thoughts on the Market
The Bull Case After the Pullback in Stocks
Thoughts on the Market
India’s Next Market Phase
Thoughts on the Market
Inflation Relief Ahead?
Thoughts on the Market
Who Owns Travel Loyalty?
Thoughts on the Market
Asia’s Race to Power AI
Thoughts on the Market
The High Cost of AI Memory
Thoughts on the Market
What New Tariffs Mean for Investors
Thoughts on the Market
Why Oil Supply May Stay Tight for Months
Thoughts on the Market
AI Borrowing Creates a New Credit Playbook
Thoughts on the Market
When Stocks, Bonds and Oil Move Together
Thoughts on the Market
Pet Industry and the Bite of Higher Costs
Thoughts on the Market
Finding Value in Commercial Real Estate Credit
Thoughts on the Market
What Changed After the U.S.-China Summit?
Thoughts on the Market
The Battle for the Future of Gaming
Thoughts on the Market
Asia’s Capex Boom Goes Beyond AI
Thoughts on the Market
The New Japan Trade
Thoughts on the Market
What’s Driving Japan’s Market Momentum
Thoughts on the Market
Why the UK’s Economy May Surprise Investors Again
Thoughts on the Market
The Case for Staying Bullish on Equities
Thoughts on the Market
How Digital Assets Are Changing Banking
Thoughts on the Market
Investing Through an Uneasy Boom
Thoughts on the Market
Global Growth Faces an Energy Test
Thoughts on the Market
What to Expect From the U.S.-China Summit
Thoughts on the Market
How Your Body Data Could Reshape Sectors
Thoughts on the Market
Why AI Funding Is So Price-Insensitive
Thoughts on the Market
The New Playbook for Real Estate Net Lease Investing
Thoughts on the Market
Special Encore: AI’s Next Big Leap
Thoughts on the Market
How Long Can Markets Ignore the Oil Supply Shock?
Thoughts on the Market
AI’s Shift From Thinking to Taking Action
Thoughts on the Market
Hard Lessons: Rick Rieder
Thoughts on the Market
Why Stocks Keep Rallying
Thoughts on the Market
AI and Jobs: What Data and History Say
Thoughts on the Market
The Metric Taking Over Earning Season
Thoughts on the Market
Midterm Elections, Affordability and the Fed
Thoughts on the Market
AI’s Next Big Leap
Thoughts on the Market
Can Stock Momentum Hold Up?
Thoughts on the Market
Warsh’s Plan to Change the Fed
Thoughts on the Market
The Hidden Toll of Tariffs
Thoughts on the Market