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
AI Rewrites the Retail Playbook (06.12.2025)
Previous Episodes
- Trends and Challenges for Consumers in 2026
- Investors’ Top Questions for 2026
- AI Sparks New Economics for Electricity
- Home Affordability Still Under Pressure
- Special Encore: How Japan’s Stablecoin Could Reshape Global Finance
- Special Encore: An Unprecedented Wave of Inheritances Is Coming
- What’s Driving U.S. Growth in 2026
- Bull Market Keeps an Eye on the Fed
- AI Capex Boom Puts Credit Markets to the Test
- 2026 Global Outlook: Micro Themes Take the Spotlight
- 2026 U.S. Outlook: The Bull Market’s Underappreciated Narrative
- 2026 Global Outlook: A Strong Year for Risk Assets
- 2026 Global Outlook: Slower Growth and Inflation
- 2026 Midterm Elections: What’s at Stake for Markets
- 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
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