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)
Tariffs Could Drag on Growth in Asia as Well as U.S.
Thoughts on the Market
Will Housing Prices Keep Climbing?
Thoughts on the Market
Is the Beverage Industry Drying Up?
Thoughts on the Market
How Investors are Playing Defense
Thoughts on the Market
Recession Fears Are a Wild Card for Markets
Thoughts on the Market
How Much More Could Your Smartphone Cost?
Thoughts on the Market
Tariff Uncertainty Creates Opportunity in Credit
Thoughts on the Market
Gold Rush Picks Up Speed
Thoughts on the Market
Where Is the Bottom of the Market?
Thoughts on the Market
Is the Market Rebound a Mirage?
Thoughts on the Market
Why Tariffs Spurred a Dash for Cash
Thoughts on the Market
Lingering Uncertainties After Tariff Reprieve
Thoughts on the Market
Three Things That Could Ease Tariff Jitters
Thoughts on the Market
Tariff Roundtable: Global Economy on the Brink of Recession?
Thoughts on the Market
Tariff Fallout: Where Do Markets Go From Here?
Thoughts on the Market
How Companies Can Navigate New Tariffs
Thoughts on the Market
Faceoff: U.S. vs. European Equities
Thoughts on the Market
What’s Weighing on U.S. Consumer Confidence?
Thoughts on the Market
Are Any Stocks Immune to Tariffs?
Thoughts on the Market
New Worries in the Credit Markets
Thoughts on the Market
New Tariffs, New Patterns of Trade
Thoughts on the Market
Is the Future of Food Fermented?
Thoughts on the Market
European Banks Spark Rising Investor Interest
Thoughts on the Market
Key Indicators of How Far Markets Could Rebound
Thoughts on the Market
Investors Look Beyond U.S. for Opportunities
Thoughts on the Market
Risks and Uncertainty in the Fed’s New Outlook
Thoughts on the Market
Making a Bet on the Future of Betting
Thoughts on the Market
What Could Weaken Strong Credit
Thoughts on the Market
Is the Correction Over Yet?
Thoughts on the Market
Credit Markets Remain Resilient, For Now
Thoughts on the Market
India’s Resurgence Should Weather Trade Tensions
Thoughts on the Market
The Other Policy Choices That Matter
Thoughts on the Market
The AI Agents Are Here
Thoughts on the Market
Why Uncertainty Won't Slow AI Hardware Investment
Thoughts on the Market
Rewiring Global Trade
Thoughts on the Market
Funding the Next Phase of AI Development
Thoughts on the Market
Is There Too Much Focus on Fed’s Moves?
Thoughts on the Market
What Will Tariffs Do to the U.S. Dollar?
Thoughts on the Market
Will GenAI Turn a Profit in 2025?
Thoughts on the Market
Searching for Signals in U.S. Policy Noise
Thoughts on the Market
Shaky U.S. Consumer Confidence May Be a Leading Signal
Thoughts on the Market
The Impact of Shifting Immigration Policy
Thoughts on the Market
Cruises Set Sail for Private Islands
Thoughts on the Market
What’s Behind the Recent Stock Tumble?
Thoughts on the Market
How a Potential Ukraine Peace Deal Could Impact Airlines
Thoughts on the Market
The Downside Risks of Reciprocal Tariffs
Thoughts on the Market
A Rollercoaster Housing Market
Thoughts on the Market
Finding Opportunity in an Uncertain U.S. Equity Market
Thoughts on the Market
Trump 2.0 and the Potential Economic Impact of Immigration Policy
Thoughts on the Market
How Do Tariffs Affect Currencies?
Thoughts on the Market