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PODCAST

Thoughts on the Market

Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.

business investing

All Episodes

00:04:49

Singapore’s $4 Trillion Transformation

Thoughts on the Market ·

2025/07/28

Our Head of ASEAN Research Nick Lord discusses how Singapore’s technological innovation and market influence are putting it on track to continue rising among the world’s richest countries. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Nick Lord, Morgan Stanley’s Head of ASEAN Research. Today – Singapore is about to celebrate its 60th year of independence. And it’s about to enter its most transformative decade yet. It’s Monday, the

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00:04:54

Who Will Fund AI’s $3 Trillion Ask?

Thoughts on the Market ·

2025/07/25

Joining the AI race also requires building out massive physical infrastructure. Our Head of Corporate Credit Research Andrew Sheets explains why credit markets may play a critical role in the endeavor.Read more insights from Morgan Stanley. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Today – how the world may fund $3 trillion of expected spending on AI. It's Friday July 25th at 2pm in

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00:05:44

Trump‘s AI Action Plan

Thoughts on the Market ·

2025/07/24

The Trump administration unveiled a 28-page AI Action Plan, outlining more than 90 policy actions, with an ambition for the U.S. to win the AI race. Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas, and U.S. Public Policy Strategist Ariana Salvatore, explain why investors need to keep an eye on AI policy.Read more insights from Morgan Stanley. ----- Transcript ----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed

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00:05:15

Will the Entertainment Business Stay Human?

Thoughts on the Market ·

2025/07/23

Our U.S. Media & Entertainment Analyst Benjamin Swinburne discusses how GenAI is transforming content creation, distribution and also raising some serious ethical questions.Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Ben Swinburne, Morgan Stanley’s U.S. Media and Entertainment Analyst. Today – GenAI is poised to shake up the entertainment business. It’s Wednesday, July 23, at 10am in New York. It's never been easier to

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00:04:41

Asia’s $46 Trillion Question

Thoughts on the Market ·

2025/07/22

Our Chief Asia Economist Chetan Ahya discusses three key decisions that will determine Asia’s international investment position and affect currency trends.Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Chetan Ahya, Morgan Stanley’s Chief Asia Economist. Today – an issue that’s gaining traction in boardrooms and trading floors: the three big decisions Asia investors are facing right now. It’s Tuesday, July 22nd, at 2 PM in Hong

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00:04:54

Can a ‘Shadow Chair’ Steer the Fed?

Thoughts on the Market ·

2025/07/21

As Fed Chair Jerome Powell’s term ends next year, our Global Chief Economist Seth Carpenter discusses the potential policy impact of a so-called “shadow Fed chair”. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I’m Seth Carpenter, Morgan Stanley’s Global Chief Economist. And today – well, there’s a topic that’s stirring up a lot of speculation on Wall Street and in Washington. It’s this idea of a Shadow Fed Chair. It’s Monday, July

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00:03:39

No Summer Slowdown for Markets – Yet

Thoughts on the Market ·

2025/07/18

Markets may seem calm following recent policy headlines, but for Michael Zezas, our Global Head of Fixed Income Research and Public Policy Strategy, investors may need to wait on more data to assess whether the macroenvironment will remain stable.Read more insights from Morgan Stanley. ----- Transcript ----- Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income Research and Public Policy Strategy. Today: Why there's no summer slowdown yet for

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00:07:58

How a Weaker Dollar Could Boost U.S. Stocks

Thoughts on the Market ·

2025/07/17

The dollar’s bearish run is likely to affect U.S. equity markets. Michelle Weaver, our U.S. Thematic & Equity Strategist, and David Adams, our Head of G10 FX Strategy, discuss what investors should consider. Read more insights from Morgan Stanley. ----- Transcript ----- Michelle Weaver: Welcome to Thoughts on the Market. I'm Michelle Weaver, U.S. Thematic and Equity strategist at Morgan Stanley. David Adams: And I'm Dave Adams, head of G10 FX Strategy here at Morgan

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00:04:25

Coming Soon: The Tariff Hit on Economic Data

Thoughts on the Market ·

2025/07/16

U.S. tariffs have had limited impact so far on inflation and corporate earnings. Our Head of Corporate Credit Research Andrew Sheets explains why – and when – that might change.Read more insights from Morgan Stanley. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Today I'm going to talk about why tariffs are showing up everywhere – but the data; and why we think this changes this

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00:12:49

The End of the U.S. Dollar’s Bull Run?

Thoughts on the Market ·

2025/07/16

Our analysts Paul Walsh, James Lord and Marina Zavolock discuss the dollar’s decline, the strength of the euro, and the mixed impact on European equities.Read more insights from Morgan Stanley. ----- Transcript ----- Paul Walsh: Welcome to Thoughts on the Markets. I'm Paul Walsh, Morgan Stanley's Head of European Product. And today we're discussing the weakness we've seen year-to-date in the U.S. dollar and what this means for the European stock market. It's Tuesday, July the 15th at

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00:04:05

How Wall Street Is Weathering the Tariff Storm

Thoughts on the Market ·

2025/07/14

Stocks hold steady as tariff uncertainty continues. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains how policy deferrals, earnings resilience and forward guidance are driving the market. Read more insights from Morgan Stanley. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief U.S. Equity Strategist. Today on the podcast I’ll be discussing why stocks remain so resilient. It's Monday, July 14th at 11:30am in New

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00:08:37

Bracing for Sticker Shock

Thoughts on the Market ·

2025/07/11

As U.S. retailers manage the impacts of increased tariffs, they have taken a number of approaches to avoid raising prices for customers. Our Head of Corporate Strategy Andrew Sheets and our Head of U.S. Consumer Retail and Credit Research Jenna Giannelli discuss whether they can continue to do so.Read more insights from Morgan Stanley. ----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Jenna

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00:03:52

The Future Reckoning of Tariff Escalation

Thoughts on the Market ·

2025/07/10

The ultimate market outcomes of President Trump’s tactical tariff escalation may be months away. Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas takes a look at implications for investors now.

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00:04:56

Are Foreign Investors Fleeing U.S. Assets?

Thoughts on the Market ·

2025/07/09

Our Chief Cross-Asset Strategist Serena Tang discusses whether demand for U.S. stocks has fallen and where fund flows are surging.

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00:09:33

How AI Is Disrupting Defense

Thoughts on the Market ·

2025/07/08

Arushi Agarwal from the European Sustainability Strategy team and Aerospace & Defense Analyst Ross Law unpack what a reshaped defense industry means for sustainability, ethics and long-term investment strategy.

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00:04:15

Have U.S. Consumers Shaken Off Tariff Concerns?

Thoughts on the Market ·

2025/07/07

The American consumer isn’t simply pulling back. They are changing the way they spend – and save. Our U.S. Thematic and Equity Strategist Michelle Weaver digs into the data.

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00:04:12

America’s Debt Story

Thoughts on the Market ·

2025/07/03

For a special Independence Day episode, our Head of Corporate Credit Research considers a popular topic of debate, on holidays or otherwise – national debt.

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00:04:44

Three Possibilities for What’s Next on Tariffs

Thoughts on the Market ·

2025/07/02

Our analysts Michael Zezas and Ariana Salvatore discuss the upcoming expiration of reciprocal tariffs and the potential impacts for U.S. trade.

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00:05:31

How AI Could Transform the Real Estate Sector

Thoughts on the Market ·

2025/07/01

Ron Kamdem, our U.S. Real Estate Investment Trusts & Commercial Real Estate Analyst, discusses how GenAI could save the real estate industry $34 billion and where the savings are most likely to be found.

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00:08:04

The U.S. Housing Market Slowdown

Thoughts on the Market ·

2025/06/30

The U.S. housing market appears to be stuck. Our co-heads of Securitized Product research, Jay Bacow and James Egan, explain how supply and demand, as well as mortgage rates, play a role in the cooling market.

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435 results

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