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
2026 Midterm Elections: What’s at Stake for Markets (14.11.2025)
Previous Episodes
- Who’s Disrupting — and Funding — the AI Boom
- Europe in the Global AI Race
- Crypto Goes Mainstream
- Relief and Volatility Ahead for U.S. Stocks
- Fed’s Path Uncertain as Key Data Lags
- Supreme Court Tests Trump Tariffs
- Future of Work: AI’s Paradigm Shift for Labor
- Future of Work: AI’s Impact on Industries
- More Confidence in a Bull Market
- How Japan’s Stablecoin Could Reshape Global Finance
- Why Shutdown Standoff Raises Stakes for Healthcare
- M&A Poised to Gain Momentum
- A Turnaround in Sight for Healthcare?
- Will the Stock Market Rally Continue?
- What Happens to Software Developers as AI Can Code?
- Should AI Spending Worry Investors?
- The Next Turning Points in Tech
- How to Navigate U.S.-China Tensions
- Time for a Bull Market Correction?
- U.S.-China Tensions: What Could Happen Next?
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