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
Can AI Make Healthcare Less Expensive? (09.09.2025)
Previous Episodes
- 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
- Why a Fed Pivot Could Trigger Volatility 03.09.2025
- Are Agency Mortgage-Backed Securities Making a Comeback? 02.09.2025
- Market Outcomes of Fed’s New Course 30.08.2025
- Breaking Down the Fed’s New Course 29.08.2025
- Could a Fed Rate Cut Affect Credit Quality? 27.08.2025
- Gen Z Trends That Could Disrupt Markets 27.08.2025
- How Stocks Could React to a Fed Pivot 25.08.2025
- What to Watch When Credit Spreads Narrow 22.08.2025
- AI Takes the Wheel 22.08.2025
- The Fed’s Next Moves After Mixed Data 20.08.2025
- Why Credit Is Core to AI Expansion 20.08.2025
- What’s Fueling the Future of Energy in Asia? 18.08.2025
- Special Encore: Bracing for Sticker Shock 15.08.2025
- A Divergence of Thought on the Fed’s Path 14.08.2025
- Tariffs’ Impact on Economy and Bond Markets 13.08.2025
- The Credibility of Inflation Targets 12.08.2025
- How AI is Driving the Digital Revolution in Sports 11.08.2025
