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)
Weighing Fed Cut Against Jobs and Inflation Risks
Thoughts on the Market
Special Encore: AI Takes the Wheel
Thoughts on the Market
How U.S. Industry Is Reinventing Itself
Thoughts on the Market
Can Fed Cuts Bring Mortgage Rates Down?
Thoughts on the Market
How Cybersecurity Is Reshaping Portfolios
Thoughts on the Market
What’s Next for the India-China Trade?
Thoughts on the Market
Why Gold Still Holds Glitter in Markets
Thoughts on the Market
Can AI Make Healthcare Less Expensive?
Thoughts on the Market
A New Bull Market Begins?
Thoughts on the Market
Why the U.S. Dollar Still Smiles
Thoughts on the Market
Walking a Narrow Economic Path
Thoughts on the Market
Why a Fed Pivot Could Trigger Volatility
Thoughts on the Market
Are Agency Mortgage-Backed Securities Making a Comeback?
Thoughts on the Market
Market Outcomes of Fed’s New Course
Thoughts on the Market
Breaking Down the Fed’s New Course
Thoughts on the Market
Could a Fed Rate Cut Affect Credit Quality?
Thoughts on the Market
Gen Z Trends That Could Disrupt Markets
Thoughts on the Market
How Stocks Could React to a Fed Pivot
Thoughts on the Market
What to Watch When Credit Spreads Narrow
Thoughts on the Market
AI Takes the Wheel
Thoughts on the Market
The Fed’s Next Moves After Mixed Data
Thoughts on the Market
Why Credit Is Core to AI Expansion
Thoughts on the Market
What’s Fueling the Future of Energy in Asia?
Thoughts on the Market
Special Encore: Bracing for Sticker Shock
Thoughts on the Market
A Divergence of Thought on the Fed’s Path
Thoughts on the Market
Tariffs’ Impact on Economy and Bond Markets
Thoughts on the Market
The Credibility of Inflation Targets
Thoughts on the Market
How AI is Driving the Digital Revolution in Sports
Thoughts on the Market
Backpacks, Laptops and Sneakers
Thoughts on the Market
A Whiff of Stagflation
Thoughts on the Market
How Credit Markets Could Finance AI’s Trillion Dollar Gap
Thoughts on the Market
Higher Bar for September Rate Cut
Thoughts on the Market
Why Stocks Get Ahead of the Fed
Thoughts on the Market
Why Markets Remain Murky on Tariff Fallout
Thoughts on the Market
How Waning American Dominance Could Move Yields
Thoughts on the Market
Is American Market Dominance Over?
Thoughts on the Market
A Good Time to Buy the Dip?
Thoughts on the Market
Singapore’s $4 Trillion Transformation
Thoughts on the Market
Who Will Fund AI’s $3 Trillion Ask?
Thoughts on the Market
Trump‘s AI Action Plan
Thoughts on the Market
Will the Entertainment Business Stay Human?
Thoughts on the Market
Asia’s $46 Trillion Question
Thoughts on the Market
Can a ‘Shadow Chair’ Steer the Fed?
Thoughts on the Market
No Summer Slowdown for Markets – Yet
Thoughts on the Market
How a Weaker Dollar Could Boost U.S. Stocks
Thoughts on the Market
Coming Soon: The Tariff Hit on Economic Data
Thoughts on the Market
The End of the U.S. Dollar’s Bull Run?
Thoughts on the Market
How Wall Street Is Weathering the Tariff Storm
Thoughts on the Market
Bracing for Sticker Shock
Thoughts on the Market
The Future Reckoning of Tariff Escalation
Thoughts on the Market