Podcast · 319 episodes
Thoughts on the Market, page 7
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 7
The Reasons for the Bull Market to ResumeMike Wilson, CIO and Chief U.S. Equity Strategist at Morgan Stanley9 Mar 2026 · 5 min · 3 chapters
AI’s $3 Trillion Question: How to Pay the Bill?In the second part of a two-part series from Morgan Stanley’s Technology, Media and Telecom (TMT) conference, analysts discuss the complexities surrounding the financing of AI infrastructure and the…6 Mar 2026 · 14 min · 5 chapters
AI’s Tangible Wins and DisruptionAI’s Tangible Wins and Disruption6 Mar 2026 · 13 min · 4 chapters
How the Iran Conflict Could Move MarketsMichael Zezas (Deputy Global Head of Research) and Ariana Salvatore (Head of Public Policy Research)4 Mar 2026 · 8 min · 5 chapters
Travel Becomes a New Growth Engine for ChinaQianlei Fan, Hong Kong/China Transportation & Infrastructure Analyst at Morgan Stanley3 Mar 2026 · 4 min · 4 chapters
The Risks of Private Credit's Software ExposureThe Risks of Private Credit's Software Exposure2 Mar 2026 · 7 min · 3 chapters
AI as New Global Power?Michael Zezas (Deputy Head of Global Research at Morgan Stanley) & Stephen Byrd (Global Head of Thematic and Sustainability Research)27 Feb 2026 · 13 min · 4 chapters
Oil Rallies on Fresh UncertaintyShort, thoughtful, and regular takes on recent events in the markets from various perspectives within Morgan Stanley.26 Feb 2026 · 5 min · 3 chapters
Special Encore: For Better or WarshThis episode features insights from Andrew Sheets, Global Head of Fixed Income Research, and Seth Carpenter, Global Chief Economist, discussing the nomination of Kevin Warsh as the new Fed chair and…26 Feb 2026 · 12 min · 4 chapters
Why Stocks Keep Rising Despite AI AnxietyWhy Stocks Keep Rising Despite AI Anxiety24 Feb 2026 · 5 min · 2 chapters
Global Trade in Flux: What’s Next After Tariff RulingShort, thoughtful, and regular takes on recent events in the markets from various perspectives within Morgan Stanley.23 Feb 2026 · 7 min · 5 chapters
AI at Work: The Transformation Is Already UnderwayIn this episode, Rachel Fletcher discusses the transformative impact of Artificial Intelligence (AI) on the global job market and productivity, drawing insights from Morgan Stanley's recent global…20 Feb 2026 · 5 min · 4 chapters
Could the U.S. Target a Weaker Dollar?Could the U.S. Target a Weaker Dollar?19 Feb 2026 · 11 min · 4 chapters
The Political Cost of the AI BuildoutThe Political Cost of the AI Buildout18 Feb 2026 · 4 min · 4 chapters
A Novel Way to Shop OnlineBrian Nowak (Head of U.S. Internet Research, Morgan Stanley) & Nathan Feather (U.S. Small and Mid-Cap Internet Analyst)17 Feb 2026 · 11 min · 8 chapters
Introducing Hard LessonsShort, thoughtful, and regular insights on market events from various perspectives within Morgan Stanley.16 Feb 2026 · 2 min · 2 chapters
Why a Tariff Ruling Could Mean Consumer ReliefWhy a Tariff Ruling Could Mean Consumer Relief13 Feb 2026 · 5 min · 2 chapters
Signs That Global Growth May Be AheadSigns That Global Growth May Be Ahead12 Feb 2026 · 4 min · 2 chapters
The Future of North American TradeFebruary 11, 2026 (4 PM London Time)11 Feb 2026 · 5 min · 2 chapters
A Thematic Look at Market VolatilityStephen Byrd (Global Head of Thematic and Sustainability Research) and Michelle Weaver (U.S. Thematic and Equity Strategist)10 Feb 2026 · 10 min · 6 chapters
Why Latin America’s ‘Trifecta’ Could Reshape Global PortfoliosWhy Latin America’s ‘Trifecta’ Could Reshape Global Portfolios9 Feb 2026 · 5 min · 2 chapters
For Better or WarshIn this episode of *Thoughts on the Market*, Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley, and Seth Carpenter, Global Chief Economist, discuss the nomination of Kevin Warsh…6 Feb 2026 · 12 min · 4 chapters
The Fed’s Course Under a New ChairThe Fed’s Course Under a New Chair5 Feb 2026 · 11 min · 4 chapters
Affordability Takes Center Stage in U.S. PolicyMichael Zezas (Deputy Global Head of Research) & Ariana Salvatore (Head of Public Policy Research)4 Feb 2026 · 6 min · 5 chapters