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 (1710)
How Do Tariffs Affect Currencies?
Thoughts on the Market
The Credit Upside of Market Uncertainty
Thoughts on the Market
The Rising Risk of Trade Tensions in Asia
Thoughts on the Market
Who Might Benefit From Trump’s Tax Policy Proposals?
Thoughts on the Market
The Disruption in the AI Market
Thoughts on the Market
Chinese Airlines Breaking Through Turbulence
Thoughts on the Market
Trump 2.0 and the Latest on Tariffs
Thoughts on the Market
Trump 2.0 and the Future of Energy
Thoughts on the Market
Tariffs and Tech Challenge Stocks
Thoughts on the Market
Big Debates: Who Will Be the Trade Winners Under Trump?
Thoughts on the Market
Managing Fiscal Policy Uncertainty Under Trump 2.0
Thoughts on the Market
A Mixed Bag for Retail and Consumer Sectors
Thoughts on the Market
Will Trump’s Tariffs Reshape Asian Economies?
Thoughts on the Market
Europe’s Defense Dilemma
Thoughts on the Market
Have Markets Hit Peak Optimism?
Thoughts on the Market
Big Debates: How Will M&A and IPOs Drive Markets in 2025?
Thoughts on the Market
Potential Economic Consequences of Trump’s Executive Orders
Thoughts on the Market
Asia Outlook 2025: Three Critical Themes
Thoughts on the Market
The Surge in Bond Yields Likely Doesn’t Present Risk – Yet
Thoughts on the Market
Should Drop in Fed Reserves Concern Investors?
Thoughts on the Market
Four Key Investment Themes for 2025
Thoughts on the Market
Finding Opportunity in AI’s Evolution
Thoughts on the Market
Big Debates: The State of the Energy Transition
Thoughts on the Market
Big Debates: The AI Evolution
Thoughts on the Market
2025: Setting Expectations
Thoughts on the Market
Market Implications of Trump’s Agenda
Thoughts on the Market
What Could Shape the Global Economy in 2025
Thoughts on the Market
Will 2024’s Weak Finish Extend into the New Year?
Thoughts on the Market
Lessons to Take Into 2025
Thoughts on the Market
A Bumpy Road Ahead for Onshoring EVs
Thoughts on the Market
Special Encore: Will US Tariffs Drive Mexico Closer to China?
Thoughts on the Market
Special Encore: Uncertainty Surrounds 2025 U.S. Equities Outlook
Thoughts on the Market
Special Encore: A $10 Trillion Opportunity in US Reshoring
Thoughts on the Market
Special Encore: Housing, Currency Markets in Focus
Thoughts on the Market
Special Encore: What’s Ahead for Markets in 2025?
Thoughts on the Market
The Many Potential Policy Paths of Trump’s Second Term
Thoughts on the Market
More Talk, Less Action Could Be Good for Credit Markets
Thoughts on the Market
Fed Signals Inflation Fight Isn’t Over
Thoughts on the Market
Banking on Deregulation
Thoughts on the Market
The Calm Before the Storm?
Thoughts on the Market
How Investors Can Best Position for 2025
Thoughts on the Market
Why the Airline Industry Could Take Off in 2025
Thoughts on the Market
Could Private-Label Products Transform Retail?
Thoughts on the Market
What Could Go Wrong for Corporate Credit?
Thoughts on the Market
How Equity Markets Are Feeling About 2025
Thoughts on the Market
How AI Is Revolutionizing Healthcare
Thoughts on the Market
A Very Merry Start to U.S. Holiday Shopping
Thoughts on the Market
AI as a Second Set of Eyes
Thoughts on the Market
What Investors Should Know About Trump’s Tariffs
Thoughts on the Market
Private vs. Public Credit Competition Intensifies
Thoughts on the Market