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
Why Credit Is Core to AI Expansion (20.08.2025)
Previous Episodes
- 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
- Backpacks, Laptops and Sneakers 08.08.2025
- A Whiff of Stagflation 07.08.2025
- How Credit Markets Could Finance AI’s Trillion Dollar Gap 06.08.2025
- Higher Bar for September Rate Cut 06.08.2025
- Why Stocks Get Ahead of the Fed 04.08.2025
- Why Markets Remain Murky on Tariff Fallout 01.08.2025
- How Waning American Dominance Could Move Yields 31.07.2025
- Is American Market Dominance Over? 30.07.2025
- A Good Time to Buy the Dip? 29.07.2025
- Singapore’s $4 Trillion Transformation 28.07.2025
- Who Will Fund AI’s $3 Trillion Ask? 25.07.2025
- Trump‘s AI Action Plan 24.07.2025
- Will the Entertainment Business Stay Human? 23.07.2025
- Asia’s $46 Trillion Question 23.07.2025
