Thoughts on the Market

Morgan Stanley 1717 - Trump-Xi Talks Put Trade and Tech in Focus

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

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Thoughts on the Market

Episodes

Trump-Xi Talks Put Trade and Tech in Focus

Why the Fed May Have Further to Go

One Fed Hike—Or More to Come?

The Mid-Cycle Shift Equity Investors Shouldn’t Miss

Patients Are Taking the Driver's Seat in Healthcare

Why the Middle-Class Squeeze Is Getting Worse

The Fed, Football and the Price of Ambiguity

Can the AI Spending Boom Pay Off?

AI Debt Starts Moving the U.S. Treasurys Market

What Could Shake Up Markets in September?

Why Oil Prices Could Rise to $100 Again

3 Policy Catalysts to Watch This Fall

The $33 Billion AI Security Opportunity

From Coffee to Cans: A U.S. Caffeine Shift

The Politics Behind the Rising U.S. Debt

Jackson Hole Tests the Fed’s Framework

When Does Higher U.S. Debt Start to Matter?

Measuring the Market’s Megatrends

Markets Faces Hotter, Shorter Cycles

Shifts in Credit Markets for the AI Buildout

The New Map of AI Power

El Niño’s Ripple Effects on Markets

Korean Stocks: From Correction to a Healthy Recovery

When AI Takes Over Shopping Carts

The UK Has a Better Story to Tell

Robotaxis’ $1 Trillion Opportunity

The Potential Way Forward for the U.S.-Iran Standoff

‘Show Me the Money,’ Market Tells Companies

How AI Could Simplify the Mortgage Market

AI’s New Rules of Engagement

Why Brick and Mortar Banking Still Matters

How Long Can the Fed Hold On?

When a Data Center Comes to Town

Quality Matters Again

The Structural Forces Moving Capital

Blind Spots in the AI Infrastructure Selloff

The Oil Market’s Billion-Barrel Problem

Fed in July: A Weaker Case for Hiking

A More Selective Stock Market

An Odyssey Through Market History

Data Centers’ Political Battle

More Stocks Join the Bull Market

The Global Rate Debate

AI Spending: A New Engine for the Global Economy

Why Your Medical Bill Is So High

A Test for Capital Markets: Funding AI

AI as a Sovereign Power

What’s Fueling Stocks After the AI Trade

Lower Prices, Bigger Market: The Next Phase of GLP-1 Drugs

A New Chapter for North American Trade