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
The Boost From Easing Market Rules (15.01.2026)
Previous Episodes
- The Case for India’s Market Comeback
- Will U.S. Manufacturing See a 2026 Boom?
- Why Markets Stay Steady Amid Venezuela Developments
- Signals Align for a Growth Cycle
- Driverless Cars Take the Fast Lane
- A Revolution in Credit Markets
- How Venezuela Events Could Affect Markets and Policy
- The Bullish Signals That Investors Overlook
- Bigger Tax Refunds Likely to Power the Economy
- Special Encore: What’s Driving U.S. Growth in 2026
- Special Encore: Investors’ Top Questions for 2026
- Special Encore: Who’s Disrupting — and Funding — the AI Boom
- Special Encore: 2026 U.S. Outlook: The Bull Market’s Underappreciated Narrative
- Special Encore: 2026 Global Outlook: Slower Growth and Inflation
- Will the Data Center Boom Impact Your Wallet?
- Rebalancing Portfolios as Risk Premiums Drop
- How Will Credit Markets Fare in 2026?
- How to Navigate a High Inflation Regime
- U.S. Policy Breaks Past Peak Uncertainty
- Where Investors Agree—or Don’t—With Our 2026 Outlook
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