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
Opportunities From China’s Policy Shifts (02.10.2025)
Previous Episodes
- Will U.S. Inflation Slow in 2026? 01.10.2025
- Tackling Economic Hurdles in Europe and Asia 01.10.2025
- Will the Fed End the Party? 29.09.2025
- Investors Monitor Washington’s Ticking Budget Clock 27.09.2025
- When Will the U.S. Housing Market Reactivate? 26.09.2025
- Capital Markets Pick Up as U.S. Policy Settles 25.09.2025
- A Good ‘Perfect Storm’ for India 23.09.2025
- Why the ‘Rolling Recovery’ Has Already Begun 23.09.2025
- Can the Fed’s Move Boost Global Credit? 19.09.2025
- Weighing Fed Cut Against Jobs and Inflation Risks 19.09.2025
- Special Encore: AI Takes the Wheel 18.09.2025
- How U.S. Industry Is Reinventing Itself 17.09.2025
- Can Fed Cuts Bring Mortgage Rates Down? 16.09.2025
- How Cybersecurity Is Reshaping Portfolios 13.09.2025
- What’s Next for the India-China Trade? 11.09.2025
- Why Gold Still Holds Glitter in Markets 11.09.2025
- Can AI Make Healthcare Less Expensive? 09.09.2025
- A New Bull Market Begins? 08.09.2025
- Why the U.S. Dollar Still Smiles 05.09.2025
- Walking a Narrow Economic Path 04.09.2025
