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)
Special Encore: An Unprecedented Wave of Inheritances Is Coming
Thoughts on the Market
What’s Driving U.S. Growth in 2026
Thoughts on the Market
Bull Market Keeps an Eye on the Fed
Thoughts on the Market
AI Capex Boom Puts Credit Markets to the Test
Thoughts on the Market
2026 Global Outlook: Micro Themes Take the Spotlight
Thoughts on the Market
2026 U.S. Outlook: The Bull Market’s Underappreciated Narrative
Thoughts on the Market
2026 Global Outlook: A Strong Year for Risk Assets
Thoughts on the Market
2026 Global Outlook: Slower Growth and Inflation
Thoughts on the Market
2026 Midterm Elections: What’s at Stake for Markets
Thoughts on the Market
Who’s Disrupting — and Funding — the AI Boom
Thoughts on the Market
Europe in the Global AI Race
Thoughts on the Market
Crypto Goes Mainstream
Thoughts on the Market
Relief and Volatility Ahead for U.S. Stocks
Thoughts on the Market
Fed’s Path Uncertain as Key Data Lags
Thoughts on the Market
Supreme Court Tests Trump Tariffs
Thoughts on the Market
Future of Work: AI’s Paradigm Shift for Labor
Thoughts on the Market
Future of Work: AI’s Impact on Industries
Thoughts on the Market
More Confidence in a Bull Market
Thoughts on the Market
How Japan’s Stablecoin Could Reshape Global Finance
Thoughts on the Market
Why Shutdown Standoff Raises Stakes for Healthcare
Thoughts on the Market
M&A Poised to Gain Momentum
Thoughts on the Market
A Turnaround in Sight for Healthcare?
Thoughts on the Market
Will the Stock Market Rally Continue?
Thoughts on the Market
What Happens to Software Developers as AI Can Code?
Thoughts on the Market
Should AI Spending Worry Investors?
Thoughts on the Market
The Next Turning Points in Tech
Thoughts on the Market
How to Navigate U.S.-China Tensions
Thoughts on the Market
Time for a Bull Market Correction?
Thoughts on the Market
U.S.-China Tensions: What Could Happen Next?
Thoughts on the Market
Credit Market’s Three Big Debates
Thoughts on the Market
How Politics Affect Global Markets
Thoughts on the Market
Asia’s Youth Job Crisis
Thoughts on the Market
An M&A Boom for Financials
Thoughts on the Market
An Unprecedented Wave of Inheritances Is Coming
Thoughts on the Market
Lessons From a Bond Issued 90 Years Ago
Thoughts on the Market
When Will the Shutdown Affect Markets?
Thoughts on the Market
Get Ready for a Steeper Yield Curve
Thoughts on the Market
How Asia Is Reinventing Itself for Global Competition
Thoughts on the Market
Introducing: What Should I Do With My Money: Season 3
Thoughts on the Market
China’s Biotech Revolution
Thoughts on the Market
Opportunities From China’s Policy Shifts
Thoughts on the Market
Will U.S. Inflation Slow in 2026?
Thoughts on the Market
Tackling Economic Hurdles in Europe and Asia
Thoughts on the Market
Will the Fed End the Party?
Thoughts on the Market
Investors Monitor Washington’s Ticking Budget Clock
Thoughts on the Market
When Will the U.S. Housing Market Reactivate?
Thoughts on the Market
Capital Markets Pick Up as U.S. Policy Settles
Thoughts on the Market
A Good ‘Perfect Storm’ for India
Thoughts on the Market
Why the ‘Rolling Recovery’ Has Already Begun
Thoughts on the Market
Can the Fed’s Move Boost Global Credit?
Thoughts on the Market