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.
Latest Episode
Will the Data Center Boom Impact Your Wallet? (23.12.2025)
Previous Episodes
- Rebalancing Portfolios as Risk Premiums Drop
- How Will Credit Markets Fare in 2026?
- How to Navigate a High Inflation Regime
- U.S. Policy Breaks Past Peak Uncertainty
- Where Investors Agree—or Don’t—With Our 2026 Outlook
- Why Market Stability Matters to the Fed
- Is the Credit Cycle Overheating?
- Fed’s Next Steps and Markets’ Reactions
- Asia’s Economy and Markets in 2026
- The Outlook for European Stocks in 2026
- Stocks in 2026: What’s Next for Retail Investors
- AI Rewrites the Retail Playbook
- Trends and Challenges for Consumers in 2026
- Investors’ Top Questions for 2026
- AI Sparks New Economics for Electricity
- Home Affordability Still Under Pressure
- Special Encore: How Japan’s Stablecoin Could Reshape Global Finance
- Special Encore: An Unprecedented Wave of Inheritances Is Coming
- What’s Driving U.S. Growth in 2026
- Bull Market Keeps an Eye on the Fed
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