Thoughts on the Market

Business & Economics Podcasts

Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.

Episodes

The Next Stage of the Market Correction

One Global Shock, Different Rate Paths

Economic Roundtable: What’s Keeping Global Growth Going?

Inside the Biggest Bond Boom in Years

AI’s Next Winners: Signals From Private Markets

A Narrower Path for Growth and Stability

AI Boom Faces a Higher-Yield Roadblock

The Missing Piece in Latin America’s Bull Case

What to Expect From the UK Budget

Asia Fixed Income Needs a Bigger Map

The Politics of Powering AI

Will High Yields Crack the Market’s Resilience?

High Mortgage Rates and a Stuck Housing Market

Will Midterms Test the AI Investment Cycle?

Japan’s Banks Enter a New Era of Opportunity

Canada’s Next Growth Phase

The Tension Between Equities and Bonds

How AI and Tokenization Could Reshape Wealth Management

4 Market Signals Ahead of the Midterms

China’s $12 Trillion Manufacturing Upgrade