1,152 episodes

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

Thoughts on the Market Morgan Stanley Podcasts

    • Business

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

    Why Good Data Is Good For Markets

    Why Good Data Is Good For Markets

    Our Head of Corporate Credit Research makes the case against the popular notion that solid economic data would be bad for markets, and instead offers a rationale for why now, more than ever, is the time for investors to root for positive economic developments.

    • 3 min
    Introducing: What Should I Do With My Money Season 2

    Introducing: What Should I Do With My Money Season 2

    If you're a listener to Thoughts on the Market you may be interested in Season 2 of our podcast: What Should I Do With My Money?

    • 3 min
    Funding the AI Revolution

    Funding the AI Revolution

    As the infrastructure needs for artificial intelligence soar, so does the need for financing. Our Chief Fixed Income Strategist talks about the role credit markets can play in providing capital to power the sector.

    • 4 min
    Fiscal Sustainability and the French and US Elections

    Fiscal Sustainability and the French and US Elections

    Our Global Chief Economist explains why markets are concerned about uncertainty around the French and US elections, and how their outcomes may affect each economy’s debt load.

    • 3 min
    Navigating the Narrow Stock Market

    Navigating the Narrow Stock Market

    Our CIO and Chief US Equity Strategist explains how to make sense of the equity market’s narrow performance, and why stock picking takes on greater importance for investors.

    • 4 min
    Economics Roundtable: Global Elections in Focus

    Economics Roundtable: Global Elections in Focus

    Halfway through a historic year for elections around the world, Morgan Stanley’s chief economists assess the impact of recent results on the global economy, and weigh potential effects from key elections to come.

    • 9 min

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