Podcast · 319 episodes
Thoughts on the Market, page 9
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 9
Special Encore: Who’s Disrupting — and Funding — the AI BoomAn encore of a live “Thoughts on the Market” panel on how AI is disrupting and funding the AI boom, with a focus on U.S. consumer companies and the labor-market outlook.29 Dec 2025 · 15 min · 7 chapters
Special Encore: 2026 U.S. Outlook: The Bull Market’s Underappreciated NarrativeMorgan Stanley CIO Mike Wilson’s “Thoughts on the Market” encore summarizing the firm’s 2026 U.S.26 Dec 2025 · 7 min · 4 chapters
Special Encore: 2026 Global Outlook: Slower Growth and Inflation2026 global macro outlook—slower growth, easing inflation, and why markets stayed resilient in 2025 despite higher unemployment; focus on U.S.24 Dec 2025 · 11 min · 6 chapters
Will the Data Center Boom Impact Your Wallet?Whether the data center boom will raise U.S. electricity bills, stressing grid strain, utility cost recovery, and regional policy/market differences.23 Dec 2025 · 11 min · 4 chapters
Rebalancing Portfolios as Risk Premiums DropWhether the classic 60/40 portfolio still works as global equities rebound and bond yields stay relatively high, but risk premiums compress.22 Dec 2025 · 5 min · 2 chapters
How Will Credit Markets Fare in 2026?Morgan Stanley’s outlook for credit markets in 2026, focusing on inflation moderation, Fed easing pace, and implications for spreads and issuance.19 Dec 2025 · 8 min · 4 chapters
How to Navigate a High Inflation RegimeWhether inflation is transitory or shifting to a structural “high inflation regime,” and how investors should position portfolios.18 Dec 2025 · 12 min · 5 chapters
U.S. Policy Breaks Past Peak UncertaintyThe episode argues the U.S. is “post-peak uncertainty” on major policy variables heading into 2026, so markets should focus more on how implemented policies affect consumers and companies than on big…17 Dec 2025 · 11 min · 7 chapters
Where Investors Agree—or Don’t—With Our 2026 OutlookInvestors’ pushback on Morgan Stanley’s 2026 global economy and markets outlook, and the hosts’ responses.16 Dec 2025 · 5 min · 3 chapters
Why Market Stability Matters to the FedMorgan Stanley CIO Mike Wilson discusses the Fed’s Dec meeting and why market stability matters for Fed policy, linking it to liquidity, debt funding, and implications for 2026 equities.15 Dec 2025 · 5 min · 1 chapter
Is the Credit Cycle Overheating?Morgan Stanley’s Andrew Sheets argues the 2026 credit cycle will “burn hotter before it burns out,” despite tight spreads and rising corporate supply, driven by rate cuts, fiscal spending, regulatory…12 Dec 2025 · 5 min · 4 chapters
Fed’s Next Steps and Markets’ ReactionsAfter a 25 bps FOMC rate cut, the episode explains the Fed’s next steps, why the committee sounded divided, and how markets reacted (“buying the rumor, selling the fact”).11 Dec 2025 · 12 min · 7 chapters
Asia’s Economy and Markets in 20262026 macro outlook for Asia, with emphasis on China equities and how exports, inflation, central bank policy, and market positioning may evolve.10 Dec 2025 · 9 min · 6 chapters
The Outlook for European Stocks in 2026Outlook for European stocks in 2026, covering 2025 review, “slipstream” from US strength, key themes, and preferred sectors.9 Dec 2025 · 11 min · 4 chapters
Stocks in 2026: What’s Next for Retail InvestorsMorgan Stanley CIO Mike Wilson and Wealth Management strategist Dan Skelly discuss why they’re bullish on U.S.8 Dec 2025 · 14 min · 8 chapters
AI Rewrites the Retail PlaybookLive discussion on how AI is changing U.S. consumer, retail, food/staples, and “agentic commerce,” plus macro impacts on growth and labor productivity.5 Dec 2025 · 14 min · 5 chapters
Trends and Challenges for Consumers in 2026Consumer health heading into 2026, “K economy” dynamics, and holiday retail trends (Black Friday) at Morgan Stanley’s Global Consumer and Retail Conference.4 Dec 2025 · 11 min · 5 chapters
Investors’ Top Questions for 2026Investor debates for 2026 across equities, credit, and FX, led by Morgan Stanley’s cross-asset outlook.3 Dec 2025 · 10 min · 4 chapters
AI Sparks New Economics for ElectricityHow AI-driven data center growth and electrification are reshaping global electricity demand, pricing, and investment—creating tighter power markets, higher power spreads, and new winners/losers…2 Dec 2025 · 5 min · 3 chapters
Home Affordability Still Under PressureForecasts for U.S. mortgage rates in 2026 and implications for housing affordability, transaction volumes, inventory, and home price growth; also discusses potential administration actions and other…1 Dec 2025 · 9 min · 4 chapters
Special Encore: How Japan’s Stablecoin Could Reshape Global FinanceJapan’s upcoming yen-denominated stablecoin and how it could affect global payments and finance, alongside a comparison to CBDCs.28 Nov 2025 · 5 min · 3 chapters
Special Encore: An Unprecedented Wave of Inheritances Is ComingMorgan Stanley strategist Michelle Weaver discusses an “unprecedented wave” of inheritances driven by longevity—baby boomers living longer and transferring wealth later to Gen X, millennials, and Gen…26 Nov 2025 · 4 min · 2 chapters
What’s Driving U.S. Growth in 2026Morgan Stanley Chief U.S. Economist Michael Gapen reviews the 2026 U.S.25 Nov 2025 · 6 min · 5 chapters
Bull Market Keeps an Eye on the FedMike Wilson (Morgan Stanley CIO and Chief U.S. Equity Strategist) explains how Fed policy—especially the pace of rate cuts and liquidity conditions—drives near-term and medium-term stock performance,…24 Nov 2025 · 4 min · 2 chapters