Podcast · 318 episodes
Thoughts on the Market, page 13
by Morgan Stanley · English
Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
All episodes, page 13
Tariffs’ Impact on Economy and Bond MarketsHow pending U.S. tariff deals affect inflation, growth, and bond-market performance, and what investors should watch as tariff pass-through and Fed policy unfold.13 Aug 2025 · 11 min · 5 chapters
The Credibility of Inflation TargetsHow central bank inflation targets and credibility affect inflation expectations, market behavior, and economic activity, especially when price shocks (e.g., tariffs) occur.12 Aug 2025 · 5 min · 5 chapters
How AI is Driving the Digital Revolution in SportsHow AI and digital distribution are transforming global sports for fans and investors, including personalized real-time stats, immersive camera angles, and player-perspective viewing.11 Aug 2025 · 5 min · 2 chapters
Backpacks, Laptops and SneakersBack-to-school shopping (U.S. second-biggest shopping season) and what it signals about consumer sentiment and broader market conditions.8 Aug 2025 · 4 min · 2 chapters
A Whiff of StagflationThe episode argues that tariff-related effects may be shifting from “resilient markets” to a stagflation-like mix—higher inflation plus weaker growth—over the next few months, potentially causing…7 Aug 2025 · 4 min · 2 chapters
How Credit Markets Could Finance AI’s Trillion Dollar GapHow credit markets could finance AI/data-center CapEx, focusing on a projected $1.5 trillion external financing gap over the next four years.6 Aug 2025 · 9 min · 5 chapters
Higher Bar for September Rate CutRecap of the August 5 discussion on the prior week’s FOMC meeting and what it implies for the September rate cut, plus market pricing, term premium, and 2026 policy expectations.5 Aug 2025 · 11 min · 5 chapters
Why Stocks Get Ahead of the FedWhy stocks rally ahead of the Fed, despite weak/lagging economic data. Mike Wilson (Morgan Stanley CIO and Chief U.S.4 Aug 2025 · 4 min · 3 chapters
Why Markets Remain Murky on Tariff FalloutOngoing “tariff fallout” and why markets remain murky despite recent U.S. trade deals. Guests: Michael Zezas, Global Head of Fixed Income Research and Public Policy Strategy; Michael Gapen, Chief U.S.1 Aug 2025 · 10 min · 6 chapters
How Waning American Dominance Could Move YieldsConcluding discussion on “American exceptionalism” and fixed income—how U.S.31 Jul 2025 · 12 min · 5 chapters
Is American Market Dominance Over?Whether U.S. market dominance (“American exceptionalism”) is ending, and what a “great rebalancing” would mean for investors, especially for equities and later fixed income.30 Jul 2025 · 12 min · 5 chapters
A Good Time to Buy the Dip?Mike Wilson (Morgan Stanley CIO and Chief U.S. Equity Strategist) argues it’s a good time to buy “the dip,” maintaining a bull case S&P 500 target of 7,200 by mid-2025.29 Jul 2025 · 5 min · 4 chapters
Singapore’s $4 Trillion TransformationSingapore’s “most transformative decade,” projecting household net assets rising from $2.3T today to $4T by 2030, driven by (1) becoming a global hub, (2) early tech adoption (data/AI), and (3)…28 Jul 2025 · 5 min · 4 chapters
Who Will Fund AI’s $3 Trillion Ask?How the world will finance an estimated $3 trillion of AI-related spending by 2028, focusing on data centers, chips, and power infrastructure, and the role of credit markets.25 Jul 2025 · 5 min · 3 chapters
Trump‘s AI Action PlanThe White House’s newly released “AI action plan” and what it signals for markets, regulation, energy, and trade.24 Jul 2025 · 6 min · 4 chapters
Will the Entertainment Business Stay Human?How generative AI will reshape entertainment creation, distribution, monetization, and the ethical/legal landscape, and whether audiences will value AI-made content; live events may be relatively…23 Jul 2025 · 5 min · 5 chapters
Asia’s $46 Trillion QuestionAsia’s $46 trillion international investment position and three decisions for Asia investors amid U.S. dollar weakness: diversify away from U.S.22 Jul 2025 · 5 min · 6 chapters
Can a ‘Shadow Chair’ Steer the Fed?Whether a “shadow Fed chair” (a successor-influencing chair before Jerome Powell’s term ends) could steer Federal Reserve policy, and how investors should interpret the likely rate path.21 Jul 2025 · 5 min · 3 chapters
No Summer Slowdown for Markets – YetWhy U.S. financial markets haven’t “slowed down” despite policy catalysts: speculation about Fed leadership, estimates of deficit impact from a new fiscal bill, and major tariff announcements that…18 Jul 2025 · 4 min · 1 chapter
How a Weaker Dollar Could Boost U.S. StocksMorgan Stanley discusses why a weaker U.S. dollar could continue and how it may boost U.S. stock earnings via FX translation, plus why foreign investors may start hedging more.17 Jul 2025 · 8 min · 4 chapters
Coming Soon: The Tariff Hit on Economic DataTariffs are rising but haven’t shown up much in economic data/earnings yet; the speaker argues the impact is about to hit in Q3 2025, especially Aug–Sep, and will affect inflation and credit quality.16 Jul 2025 · 4 min · 3 chapters
The End of the U.S. Dollar’s Bull Run?Morgan Stanley discusses why the US dollar’s long bull run appears to be ending, what could drive further weakness, and how that shift is already affecting European equities and corporate FX hedging.16 Jul 2025 · 13 min · 4 chapters
How Wall Street Is Weathering the Tariff StormWhy U.S. stocks have stayed resilient despite new tariff announcements, and what other policy and earnings factors could offset tariff headwinds.14 Jul 2025 · 4 min · 1 chapter
Bracing for Sticker ShockHow large U.S. tariffs are affecting (or not yet affecting) retail prices, margins, inflation, and credit/equity performance—focusing on timing, mitigation, and when “sticker shock” will hit.11 Jul 2025 · 9 min · 5 chapters