Podcast · 318 episodes
Thoughts on the Market, page 14
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 14
The Future Reckoning of Tariff EscalationU.S. tariff escalation and market impact, focusing on how tariffs may rise tactically during negotiations and what that means for growth, bonds, and equities.10 Jul 2025 · 4 min · 3 chapters
Are Foreign Investors Fleeing U.S. Assets?Whether foreign investors are fleeing U.S. assets, using global equity fund-flow data. Guest backgrounds: Serena Tang, Morgan Stanley’s chief cross-asset strategist (no other guests mentioned).9 Jul 2025 · 5 min · 3 chapters
How AI Is Disrupting DefenseHow AI is disrupting European defense and reshaping sustainable investing, regulation, and investor risk/ethics.8 Jul 2025 · 10 min · 5 chapters
Have U.S. Consumers Shaken Off Tariff Concerns?U.S. consumer sentiment and spending behavior amid easing inflation, rising political/geopolitical worries, and persistent tariff deadlines.7 Jul 2025 · 4 min · 3 chapters
America’s Debt StoryU.S. debt history and today’s divergence between federal and corporate borrowing, framed as a July 4 “Independence Day” episode.3 Jul 2025 · 4 min · 3 chapters
Three Possibilities for What’s Next on TariffsOutlook for U.S. trade policy as a 90-day pause on reciprocal tariffs expires next Wednesday (July 9).2 Jul 2025 · 5 min · 4 chapters