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)
U.S. Midterms: What Investors Should Watch
Thoughts on the Market
Warnings and Winners From the IMF Meetings
Thoughts on the Market
Where Investment Themes Intersect and Beat Markets
Thoughts on the Market
The Real Drivers of GLP-1 Growth
Thoughts on the Market
Markets Eye Hungary’s Political Shift
Thoughts on the Market
Economic Roundtable: Structural Fallouts From the Iran Conflict
Thoughts on the Market
Economic Roundtable: Energy Shock & Central Banks’ Action
Thoughts on the Market
Mounting Evidence of a Market Rebound
Thoughts on the Market
Making Sense of Mixed Market Signals
Thoughts on the Market
U.S Consumer Spending Meets Caution
Thoughts on the Market
U.S.-Iran Truce: What’s Next?
Thoughts on the Market
The Real Risks of Oil Price Spikes
Thoughts on the Market
Riding the Final Innings of the Market Correction
Thoughts on the Market
How the Oil Shock Is Reshaping Markets
Thoughts on the Market
Oil Markets Ahead: Pricing In More Risk
Thoughts on the Market
A New Test for Private Credit
Thoughts on the Market
A Bull Market May Be Closer Than It Looks
Thoughts on the Market
Inside Credit Market’s Issuance Boom and Private Lending Risks
Thoughts on the Market
Why Fed Rate Cuts Could Be Pushed Back
Thoughts on the Market
Can Government Action Tame Rising Energy Prices?
Thoughts on the Market
Oil Markets Are Even Tighter Than They Appear
Thoughts on the Market
Asia’s Energy Dependence Meets a Narrow Strait
Thoughts on the Market
‘March Madness’ for Markets Too
Thoughts on the Market
Europe’s Banks Navigate Uncertainty
Thoughts on the Market
Oil Shock Hits the U.S. Consumer
Thoughts on the Market
Japan’s Bull Market Takes Shape
Thoughts on the Market
Is the Market Correction Ending?
Thoughts on the Market
The Looming Bottleneck for Global Tech
Thoughts on the Market
What Could Make U.S. Homes More Affordable
Thoughts on the Market
The 20 Million Barrels of Oil Conundrum
Thoughts on the Market
Oil Rally Tests Diversification Strategy
Thoughts on the Market
The Reasons for the Bull Market to Resume
Thoughts on the Market
AI’s $3 Trillion Question: How to Pay the Bill?
Thoughts on the Market
AI’s Tangible Wins and Disruption
Thoughts on the Market
How the Iran Conflict Could Move Markets
Thoughts on the Market
Travel Becomes a New Growth Engine for China
Thoughts on the Market
The Risks of Private Credit's Software Exposure
Thoughts on the Market
AI as New Global Power?
Thoughts on the Market
Oil Rallies on Fresh Uncertainty
Thoughts on the Market
Special Encore: For Better or Warsh
Thoughts on the Market
Why Stocks Keep Rising Despite AI Anxiety
Thoughts on the Market
Global Trade in Flux: What’s Next After Tariff Ruling
Thoughts on the Market
AI at Work: The Transformation Is Already Underway
Thoughts on the Market
Could the U.S. Target a Weaker Dollar?
Thoughts on the Market
The Political Cost of the AI Buildout
Thoughts on the Market
A Novel Way to Shop Online
Thoughts on the Market
Introducing Hard Lessons
Thoughts on the Market
Why a Tariff Ruling Could Mean Consumer Relief
Thoughts on the Market
Signs That Global Growth May Be Ahead
Thoughts on the Market
The Future of North American Trade
Thoughts on the Market