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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.

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Thoughts on the Market

Will High Yields Crack the Market’s Resilience?

High Mortgage Rates and a Stuck Housing Market

Will Midterms Test the AI Investment Cycle?

Japan’s Banks Enter a New Era of Opportunity

Canada’s Next Growth Phase

The Tension Between Equities and Bonds

How AI and Tokenization Could Reshape Wealth Management

4 Market Signals Ahead of the Midterms

China’s $12 Trillion Manufacturing Upgrade

The Stock Market’s Bad Breadth

AI Meets the Physical Economy

The Global Diesel Problem

The Unexpected Investment Case for AI Safety

Why Central Banks Are Raising Rates Again

Market Resilience Isn’t Complacency

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

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