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Thoughts on the Market

Morgan Stanley

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

Showing the 300 most recent of 1451 tracked episodes.

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Thoughts on the Market

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

The AI Divide Between the U.S. and Japan

3 Things That Could Break the Summer Rally

AI’s Next Stress Test

Next Leg of the Bull Market?

America’s Frontier-Market Origin Story

Investors’ Focus Shifts to Rates and AI

What to Watch Ahead of the Midterms

The Market Shift Investors May Be Missing

Comeback for Europe’s Bull Market?

The Warsh Effect on Mortgages

Consumer Confidence and the U.S. Midterms

What a Quieter Fed Could Mean for Markets

The Obstacles to Buying a First Home

Why Warsh May Let Markets Tough It Out

Inside the AI Debt Surge

Can Policy Solve AI’s Chipflation?

Warsh’s Opening Act at the Fed

The Bull Case After the Pullback in Stocks

India’s Next Market Phase

Inflation Relief Ahead?

Who Owns Travel Loyalty?

Asia’s Race to Power AI

The High Cost of AI Memory

What New Tariffs Mean for Investors

Why Oil Supply May Stay Tight for Months

AI Borrowing Creates a New Credit Playbook

When Stocks, Bonds and Oil Move Together

Pet Industry and the Bite of Higher Costs

Finding Value in Commercial Real Estate Credit

The Battle for the Future of Gaming

Asia’s Capex Boom Goes Beyond AI

The New Japan Trade

What’s Driving Japan’s Market Momentum

Why the UK’s Economy May Surprise Investors Again

The Case for Staying Bullish on Equities

How Digital Assets Are Changing Banking

Investing Through an Uneasy Boom

Global Growth Faces an Energy Test

What to Expect From the U.S.-China Summit

How Your Body Data Could Reshape Sectors

Why AI Funding Is So Price-Insensitive

The New Playbook for Real Estate Net Lease Investing

Special Encore: AI’s Next Big Leap

How Long Can Markets Ignore the Oil Supply Shock?

AI’s Shift From Thinking to Taking Action

Why Stocks Keep Rallying