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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.

1514 episodes•0 subscribers•0 Total Listens

Episode Playlist

50 episodes

Sep 26, 2025•—

Investors Monitor Washington’s Ticking Budget Clock

Sep 29, 2025•—

Will the Fed End the Party?

Sep 30, 2025•—

Tackling Economic Hurdles in Europe and Asia

Oct 1, 2025•—

Will U.S. Inflation Slow in 2026?

Oct 2, 2025•—

Opportunities From China’s Policy Shifts

Oct 3, 2025•—

China’s Biotech Revolution

Oct 4, 2025•—

Introducing: What Should I Do With My Money: Season 3

Oct 6, 2025•—

How Asia Is Reinventing Itself for Global Competition

Oct 7, 2025•—

Get Ready for a Steeper Yield Curve

Oct 8, 2025•—

When Will the Shutdown Affect Markets?

Oct 9, 2025•—

Lessons From a Bond Issued 90 Years Ago

Oct 10, 2025•—

An Unprecedented Wave of Inheritances Is Coming

Oct 13, 2025•—

An M&A Boom for Financials

Oct 14, 2025•—

Asia’s Youth Job Crisis

Oct 15, 2025•—

How Politics Affect Global Markets

Oct 16, 2025•—

Credit Market’s Three Big Debates

Oct 17, 2025•—

U.S.-China Tensions: What Could Happen Next?

Oct 20, 2025•—

Time for a Bull Market Correction?

Oct 21, 2025•—

How to Navigate U.S.-China Tensions

Oct 22, 2025•—

The Next Turning Points in Tech

Oct 23, 2025•—

Should AI Spending Worry Investors?

Oct 24, 2025•—

What Happens to Software Developers as AI Can Code?

Oct 27, 2025•—

Will the Stock Market Rally Continue?

Oct 28, 2025•—

A Turnaround in Sight for Healthcare?

Oct 29, 2025•—

M&A Poised to Gain Momentum

Oct 30, 2025•—

Why Shutdown Standoff Raises Stakes for Healthcare

Oct 31, 2025•—

How Japan’s Stablecoin Could Reshape Global Finance

Nov 3, 2025•—

More Confidence in a Bull Market

Nov 4, 2025•—

Future of Work: AI’s Impact on Industries

Nov 5, 2025•—

Future of Work: AI’s Paradigm Shift for Labor

Nov 6, 2025•—

Supreme Court Tests Trump Tariffs

Nov 7, 2025•—

Fed’s Path Uncertain as Key Data Lags

Nov 10, 2025•—

Relief and Volatility Ahead for U.S. Stocks

Nov 11, 2025•—

Crypto Goes Mainstream

Nov 12, 2025•—

Europe in the Global AI Race

Nov 13, 2025•—

Who’s Disrupting — and Funding — the AI Boom

Nov 14, 2025•—

2026 Midterm Elections: What’s at Stake for Markets

Nov 17, 2025•—

2026 Global Outlook: Slower Growth and Inflation

Nov 18, 2025•—

2026 Global Outlook: A Strong Year for Risk Assets

Nov 19, 2025•—

2026 U.S. Outlook: The Bull Market’s Underappreciated Narrative

Nov 20, 2025•—

2026 Global Outlook: Micro Themes Take the Spotlight

Nov 21, 2025•—

AI Capex Boom Puts Credit Markets to the Test

Nov 24, 2025•—

Bull Market Keeps an Eye on the Fed

Nov 25, 2025•—

What’s Driving U.S. Growth in 2026

Nov 26, 2025•—

Special Encore: An Unprecedented Wave of Inheritances Is Coming

Nov 28, 2025•—

Special Encore: How Japan’s Stablecoin Could Reshape Global Finance

Dec 1, 2025•—

Home Affordability Still Under Pressure

Dec 2, 2025•—

AI Sparks New Economics for Electricity

Dec 3, 2025•—

Investors’ Top Questions for 2026

Dec 4, 2025•—

Thoughts on the Market

Episode Playlist

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