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)
A Thematic Look at Market Volatility
Thoughts on the Market
Why Latin America’s ‘Trifecta’ Could Reshape Global Portfolios
Thoughts on the Market
For Better or Warsh
Thoughts on the Market
The Fed’s Course Under a New Chair
Thoughts on the Market
Affordability Takes Center Stage in U.S. Policy
Thoughts on the Market
A New Playbook for Equity Investors
Thoughts on the Market
New Fed Chair, New Market Signals
Thoughts on the Market
Why Markets Should Keep Running Hot
Thoughts on the Market
Special Encore: What’s Driving European Stocks in 2026
Thoughts on the Market
The Stakes of Another Government Shutdown
Thoughts on the Market
A Rebound for Hong Kong’s Property Market
Thoughts on the Market
Four Key Themes Shaping Markets in 2026
Thoughts on the Market
How Consumers, CapEx and Fiscal Policy Are Driving Growth
Thoughts on the Market
Mapping Global Central Bank Paths
Thoughts on the Market
Pricing in Trump’s Speech at Davos
Thoughts on the Market
Housing Market: Limited Impact from Policy
Thoughts on the Market
What’s Driving European Stocks in 2026
Thoughts on the Market
The Boost From Easing Market Rules
Thoughts on the Market
The Case for India’s Market Comeback
Thoughts on the Market
Will U.S. Manufacturing See a 2026 Boom?
Thoughts on the Market
Why Markets Stay Steady Amid Venezuela Developments
Thoughts on the Market
Signals Align for a Growth Cycle
Thoughts on the Market
Driverless Cars Take the Fast Lane
Thoughts on the Market
A Revolution in Credit Markets
Thoughts on the Market
How Venezuela Events Could Affect Markets and Policy
Thoughts on the Market
The Bullish Signals That Investors Overlook
Thoughts on the Market
Bigger Tax Refunds Likely to Power the Economy
Thoughts on the Market
Special Encore: What’s Driving U.S. Growth in 2026
Thoughts on the Market
Special Encore: Investors’ Top Questions for 2026
Thoughts on the Market
Special Encore: Who’s Disrupting — and Funding — the AI Boom
Thoughts on the Market
Special Encore: 2026 U.S. Outlook: The Bull Market’s Underappreciated Narrative
Thoughts on the Market
Special Encore: 2026 Global Outlook: Slower Growth and Inflation
Thoughts on the Market
Will the Data Center Boom Impact Your Wallet?
Thoughts on the Market
Rebalancing Portfolios as Risk Premiums Drop
Thoughts on the Market
How Will Credit Markets Fare in 2026?
Thoughts on the Market
How to Navigate a High Inflation Regime
Thoughts on the Market
U.S. Policy Breaks Past Peak Uncertainty
Thoughts on the Market
Where Investors Agree—or Don’t—With Our 2026 Outlook
Thoughts on the Market
Why Market Stability Matters to the Fed
Thoughts on the Market
Is the Credit Cycle Overheating?
Thoughts on the Market
Fed’s Next Steps and Markets’ Reactions
Thoughts on the Market
Asia’s Economy and Markets in 2026
Thoughts on the Market
The Outlook for European Stocks in 2026
Thoughts on the Market
Stocks in 2026: What’s Next for Retail Investors
Thoughts on the Market
AI Rewrites the Retail Playbook
Thoughts on the Market
Trends and Challenges for Consumers in 2026
Thoughts on the Market
Investors’ Top Questions for 2026
Thoughts on the Market
AI Sparks New Economics for Electricity
Thoughts on the Market
Home Affordability Still Under Pressure
Thoughts on the Market
Special Encore: How Japan’s Stablecoin Could Reshape Global Finance
Thoughts on the Market