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Thoughts on the Market Thoughts on the Market Morgan Stanley The CTO Podcast with Fexingo: Technical Leadership, Architecture, and Engineering Org The CTO Podcast with Fexingo: Technical Leadership, Architecture, and Engineering Org Fexingo Colazione a Wall Street: rilassati, parliamo di soldi! Colazione a Wall Street: rilassati, parliamo di soldi! Colazione a Wall Street Slate Daily Feed Slate Daily Feed Slate Podcasts La Story La Story Les Echos Money Making Conversations Master Class Money Making Conversations Master Class Rushion McDonald FELIX PREHN DAILY MARKET NEWS By Goat Academy FELIX PREHN DAILY MARKET NEWS By Goat Academy Felix Prehn FULLY IN IT | Motherhood | Business | Home FULLY IN IT | Motherhood | Business | Home Kate Saffle Per Diem Podcast Per Diem Podcast Per Diem Podcast La Tech Made in Italy La Tech Made in Italy Max Brigida The AI Podcast with Fexingo: Artificial Intelligence, Machine Learning, and Modern AI Models The AI Podcast with Fexingo: Artificial Intelligence, Machine Learning, and Modern AI Models Fexingo Datasets Datasets Visionary Theo - t3․gg Theo - t3․gg Theo - t3․gg JIJI English News-時事通信英語ニュース- JIJI English News-時事通信英語ニュース- 時事通信社 Entrepreneurs on Fire Entrepreneurs on Fire John Lee Dumas of EOFire Daily Fire Daily Fire John Lee Dumas Crypto News Today | 2 Min News | The Daily News Now! Crypto News Today | 2 Min News | The Daily News Now! The Daily News Now! AI Fire Daily AI Fire Daily AIFire.co The Michael and Patty Real Estate Show The Michael and Patty Real Estate Show Michael Poczynek & Powerhouse Patty Castle Chat GPT Infinite Intelligence Chat GPT Infinite Intelligence Sol Good Network The Art of War by Sun Tzu The Art of War by Sun Tzu Sun Tzu Blockchain Basics: Crypto, NFTs & Web3 Explained Blockchain Basics: Crypto, NFTs & Web3 Explained ELMA Chat GPT Podcast Chat GPT Podcast Sol Good Network 50 Shades of Planning 50 Shades of Planning Samuel Stafford The Daily Finance Brief | Markets, Business and Economic News The Daily Finance Brief | Markets, Business and Economic News The Daily Finance Brief The Gemini Brief - Investment Deep Dives The Gemini Brief - Investment Deep Dives Lukasz Tomicki and LRT Capital Management LLC 【我交易過人生】 【我交易過人生】 凡爸 Tony Robbins Podcast Daily Tony Robbins Podcast Daily Tony China Update China Update Tony Ready For Retirement Ready For Retirement James Conole, CFP® The Think Media Podcast The Think Media Podcast Think Media Maximum Lawyer Maximum Lawyer Tyson Mutrux Scale Your Insurance Agency | Hosted Daniel Metcalf & Mike Stromsoe Scale Your Insurance Agency | Hosted Daniel Metcalf & Mike Stromsoe Daniel Metcalf and Mike Stromsoe Wheel Talk Wheel Talk Ryan Durbin & Becca Otis She Coaches Coaches She Coaches Coaches Candy Motzek | Life & Business Coach The Unforget Yourself Show The Unforget Yourself Show Mark and Katie Stock Movers Stock Movers iHeartPodcasts
Thoughts on the Market

Negocios

Thoughts on the Market

Morgan Stanley

America’s Frontier-Market Origin Story

July 03, 2026 8:00am 7 min

As America nears its 250th birthday, our Global Head of Fixed Income Andrew Sheets looks back at the early republic as a volatile frontier market, and what its path from credit risks to durable institutions can teach inv...

Investors’ Focus Shifts to Rates and AI

July 02, 2026 3:00pm 5 min

Following meetings across Europe and Asia, our Global Head of Cross-Asset Strategy Research, Serena Tang, discusses two of the main themes on investors' minds: uncertainty around U.S. monetary policy and increasing cauti...

What to Watch Ahead of the Midterms

July 01, 2026 3:00pm 7 min

With voters focused on prices and the economy, our Head of Public Policy Research Ariana Salvatore and U.S. Thematic Strategist Michelle Weaver discuss the consumer trends that could matter most heading into November’s e...

The Market Shift Investors May Be Missing

June 30, 2026 4:00pm 5 min

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains that gains in the stock market are expanding to more sectors and why investors should position quickly.Read more insights from Morgan Stanley.----- Transcript...

Comeback for Europe’s Bull Market?

June 29, 2026 3:00pm 9 min

Europe's equity rally has surprised many investors. Our Europe Head of Research Product Paul Walsh and Chief European Equity Strategist Marina Zavolock discuss potential outcomes of the broadening market.Read more insigh...

The Warsh Effect on Mortgages

June 26, 2026 4:30pm 6 min

Although markets may recalibrate to a different policy playbook under the new Fed chair Kevin Warsh, housing could remain in a holding pattern. Our co-heads of Securitized Products Research Jay Bacow and James Egan expla...

Consumer Confidence and the U.S. Midterms

June 25, 2026 4:30pm 9 min

Our U.S. Public Policy Strategist Ariana Salvatore joins our Deputy Global Head of Research Michael Zezas to consider the consumer outlook and how it may impact the November midterm elections. Read more insights from Mor...

What a Quieter Fed Could Mean for Markets

June 24, 2026 3:00pm 3 min

In his first meeting as Fed Chair, Kevin Warsh signaled restraint in providing guidance. Our Global Head of Fixed Income Research Andrew Sheets looks at possible impacts of the new approach.Read more insights from Morgan...

The Obstacles to Buying a First Home

June 23, 2026 3:00pm 12 min

First-time homebuyers may get short windows of relief, but our co-head of Securitized Products Research James Egan and Senior Economist and Strategist in Morgan Stanley's Private Wealth Management Sarah Wolfe say the big...

Why Warsh May Let Markets Sweat

June 22, 2026 3:00pm 4 min

Our CIO and Chief U.S. Equity Strategist Mike Wilson reacts to Kevin Warsh’s first Fed meeting, explaining why the new chair’s credibility may require letting markets experience some short-term pain.Read more insights fr...

Inside the AI Debt Surge

June 18, 2026 3:30pm 11 min

As AI investment keeps growing, our strategists Carolyn Campbell and Vishwas Patkar discuss the many ways tech infrastructure gets financed and the opportunities for investors.Read more insights from Morgan Stanley.-----...

Can Policy Solve AI’s Chipflation?

June 17, 2026 3:30pm 4 min

AI’s appetite for memory has turned chips into an inflationary factor. Our U.S. Public Policy Strategist Ariana Salvatore looks at what policymakers could do to reduce that pressure.Read more insights from Morgan Stanley...

Warsh’s Opening Act at the Fed

June 16, 2026 3:30pm 12 min

Our Global Head of Macro Strategy Matthew Hornbach and our Chief U.S. Economist Michael Gapen discuss the signals investors will be seeking from the new Fed Chair leading his first monetary policy meeting and possible im...

The Bull Case After the Pullback in Stocks

June 15, 2026 3:30pm 4 min

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why the recent equity correction may be more reset than reversal and where investors may find the next opportunities.Read more insights from Morgan Stanley.--...

India’s Next Market Phase

June 12, 2026 3:00pm 12 min

Chief Asia Economist Chetan Ahya joins Head of India Research and Chief India Equity Strategist Ridham Desai to break down India’s macro outlook, capital flows and sector opportunities.Read more insights from Morgan Stan...

Inflation Relief Ahead?

June 11, 2026 3:00pm 4 min

Our Global Head of Fixed Income Research Andrew Sheets explains our differentiated view of a potential benign outlook for inflation, despite the recent acceleration.Read more insights from Morgan Stanley.----- Transcript...

Who Owns Travel Loyalty?

June 10, 2026 3:00pm 13 min

Morgan Stanley analysts Ravi Shanker and Jeff Adelson take a look at what the fight for affluent, loyal travelers could mean for banks and airlines. Read more insights from Morgan Stanley.----- Transcript -----Ravi Shank...

Asia’s Race to Power AI

June 09, 2026 3:30pm 4 min

As AI demand surges, our Asia Energy Analyst Mayank Maheshwari discusses the new multi-trillion-dollar investment cycle to secure the power, fuels, grids and storage that keep modern life running.Read more insights from ...

The High Cost of AI Memory

June 08, 2026 4:00pm 4 min

The Head of our Europe and Asia Technology Team, Shawn Kim, explains how AI’s appetite for memory chips is boosting the cost of everything from data centers to smartphones, with consequences that may reach far beyond the...

What New Tariffs Mean for Investors

June 05, 2026 3:00pm 4 min

Trade policy is once again in the news with the announcement of new tariffs. Our Head of Public Policy Research Ariana Salvatore digs into why tariffs may not be a disruptive factor for markets this time.Read more insigh...

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