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Thoughts on the Market Thoughts on the Market Morgan Stanley Melbourne News Today | 2 Min News | The Daily News Now! Melbourne News Today | 2 Min News | The Daily News Now! The Daily News Now! FactSet U.S. Daily Market Preview FactSet U.S. Daily Market Preview FactSet Portuguese News - NHK WORLD RADIO JAPAN Portuguese News - NHK WORLD RADIO JAPAN NHK WORLD-JAPAN Goodguys2Greatmen Podcast Goodguys2Greatmen Podcast Steve Horsmon & Dan Dore Renascença - Noticiários Renascença - Noticiários Renascença שיעורי הרב נחמנסון שיעורי הרב נחמנסון הרב יהודה לייב נחמנסון Radio Islam Radio Islam Radio Islam Linhas Vermelhas Linhas Vermelhas SIC Notícias Podcasts Podcasts Bay City Church Doctor Alex’s Podcast Doctor Alex’s Podcast Doctor Alex Harrisburg News Today | 2 Min News | The Daily News Now! Harrisburg News Today | 2 Min News | The Daily News Now! The Daily News Now! Buzz Beat: A Charlotte Hornets Pod Buzz Beat: A Charlotte Hornets Pod Blue Wire Technijian Technijian IT Consulting Orange County CA, IT Services, IT Outsourcing - Technijian Chris Williamson’s Podcast Chris Williamson’s Podcast Chris Williamson Jack Hopkins Jack Hopkins Jack Hopkins Hamza Selfimprovement Hamza Selfimprovement Adonis Gang Logically Answered Logically Answered Logically Answered Sidebean Sidebean Sidebean Proof Positive Proof Positive Daniel Torres Mañanas en Libertad con Luis del Pino Mañanas en Libertad con Luis del Pino Radio Libertad El café de hoy El café de hoy Pódcast EL TIEMPO 大哥小弟說故事 大哥小弟說故事 大哥小弟 ESPN SportsCenter Update ESPN SportsCenter Update ESPN Journey On My Mind Journey On My Mind Journey On My Mind New York Yankees News Today | 2 Min News | The Daily News Now! New York Yankees News Today | 2 Min News | The Daily News Now! The Daily News Now! Partizán Partizán Partizán média No Balls: The Cricket Podcast No Balls: The Cricket Podcast No Ratings Studios Alem FM Alem FM Alem FM Regard sur la semaine Regard sur la semaine franceinfo Dallas News Today | 2 Min News | The Daily News Now! Dallas News Today | 2 Min News | The Daily News Now! The Daily News Now! Think AI Podcast Think AI Podcast Dave Goyal New York City News Today | 2 Min News | The Daily News Now! New York City News Today | 2 Min News | The Daily News Now! The Daily News Now! Prioritize With Purpose | Mom Life, Balance, Boundaries, Self-Care Ideas, Daily Planning, Support, Stay At Home Mom Work From Home Prioritize With Purpose | Mom Life, Balance, Boundaries, Self-Care Ideas, Daily Planning, Support, Stay At Home Mom Work From Home Danielle Reinhart | Growth Mindset Mentor, SAHM Coach, Inspiring Quote Junkie Femmes d'exception Femmes d'exception franceinfo English News - NHK WORLD RADIO JAPAN English News - NHK WORLD RADIO JAPAN NHK WORLD-JAPAN Love Remember Love Remember Chus Nadal
Thoughts on the Market

Todo

Thoughts on the Market

Morgan Stanley

AI Spending: A New Engine for the Global Economy

July 20, 2026 7:30pm 12 min

AI investment is reshaping the global outlook. In part one of this economic roundtable, our panel explores where the momentum is strongest — and where investment still needs to catch up.Read more insights from Morgan Sta...

Why Your Medical Bill Is So High

July 17, 2026 4:30pm 12 min

Our analysts Andrew Sheets and Mark Schmidt unpack why U.S. healthcare feels so expensive and the potential impacts of rising hospital costs.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Wel...

A Test for Capital Markets: Funding AI

July 16, 2026 4:30pm 11 min

Credit markets are stepping in to fund the surging demand for AI. Our experts Lindsay Tyler and Anish Shah explore the opportunities and risks behind this record financing wave.Read more insights from Morgan Stanley.----...

AI as a Sovereign Power

July 15, 2026 4:00pm 5 min

AI has become a strategic policy priority as governments race to secure their technological future. Our Head of U.S. Public Policy Research Ariana Salvatore explores what’s driving the shift and the implications for mark...

What’s Fueling Stocks After the AI Trade

July 14, 2026 4:00pm 4 min

Our CIO and Chief U.S. Equity Officer Mike Wilson discusses where investors may find opportunity beyond the AI sector and risks that could slow market gains.Read more insights from Morgan Stanley.----- Transcript -----We...

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

July 13, 2026 3:30pm 11 min

Cheaper obesity medicines could unlock broader demand, while supply-chain bottlenecks and premium-drug innovation may also shape how the market evolves. Our analysts Terence Flynn and Thibault Boutherin break down the in...

A New Chapter for North American Trade

July 10, 2026 3:00pm 4 min

The USMCA review is underway, with implications beyond tariffs. Our Head of U.S. Public Policy Research Ariana Salvatore breaks down the key issues shaping the road ahead.Read more insights from Morgan Stanley.----- Tran...

The AI Divide Between the U.S. and Japan

July 09, 2026 3:00pm 11 min

Robert Feldman and Michael Gapen discuss how AI could reshape growth, labor markets and productivity in the U.S. and Japan.Read more insights from Morgan Stanley.----- Transcript -----Robert Feldman: Welcome to Thoughts ...

3 Things That Could Break the Summer Rally

July 08, 2026 4:30pm 4 min

Our Global Head of Fixed Income Research Andrew Sheets outlines what could potentially go wrong and disrupt markets’ optimism this summer.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts o...

AI’s Next Stress Test

July 07, 2026 5:00pm 12 min

The biggest AI stocks have had a remarkable run – but questions still remain. Our Head of Americas Specialty Sales, Thomas Wigg, speaks with Global Head of Thematic and Sustainability Research Stephen Byrd and Global Hea...

Next Leg of the Bull Market?

July 06, 2026 3:00pm 5 min

A changing macro backdrop is creating new opportunities across the equity market. Our CIO and Chief U.S. Equity Strategist Mike Wilson looks at what's driving the shift and where it may lead next.Read more insights from ...

America’s Frontier-Market Origin Story

July 03, 2026 8:00am 7 min

As America nears its 250th birthday, our Global Head of Fixed Income Andrew Sheets looks back at the early republic as a volatile frontier market, and what its path from credit risks to durable institutions can teach inv...

Investors’ Focus Shifts to Rates and AI

July 02, 2026 3:00pm 5 min

Following meetings across Europe and Asia, our Global Head of Cross-Asset Strategy Research, Serena Tang, discusses two of the main themes on investors' minds: uncertainty around U.S. monetary policy and increasing cauti...

What to Watch Ahead of the Midterms

July 01, 2026 3:00pm 7 min

With voters focused on prices and the economy, our Head of Public Policy Research Ariana Salvatore and U.S. Thematic Strategist Michelle Weaver discuss the consumer trends that could matter most heading into November’s e...

The Market Shift Investors May Be Missing

June 30, 2026 4:00pm 5 min

Our CIO and Chief U.S. Equity Strategist Mike Wilson explains that gains in the stock market are expanding to more sectors and why investors should position quickly.Read more insights from Morgan Stanley.----- Transcript...

Comeback for Europe’s Bull Market?

June 29, 2026 3:00pm 9 min

Europe's equity rally has surprised many investors. Our Europe Head of Research Product Paul Walsh and Chief European Equity Strategist Marina Zavolock discuss potential outcomes of the broadening market.Read more insigh...

The Warsh Effect on Mortgages

June 26, 2026 4:30pm 6 min

Although markets may recalibrate to a different policy playbook under the new Fed chair Kevin Warsh, housing could remain in a holding pattern. Our co-heads of Securitized Products Research Jay Bacow and James Egan expla...

Consumer Confidence and the U.S. Midterms

June 25, 2026 4:30pm 9 min

Our U.S. Public Policy Strategist Ariana Salvatore joins our Deputy Global Head of Research Michael Zezas to consider the consumer outlook and how it may impact the November midterm elections. Read more insights from Mor...

What a Quieter Fed Could Mean for Markets

June 24, 2026 3:00pm 3 min

In his first meeting as Fed Chair, Kevin Warsh signaled restraint in providing guidance. Our Global Head of Fixed Income Research Andrew Sheets looks at possible impacts of the new approach.Read more insights from Morgan...

The Obstacles to Buying a First Home

June 23, 2026 3:00pm 12 min

First-time homebuyers may get short windows of relief, but our co-head of Securitized Products Research James Egan and Senior Economist and Strategist in Morgan Stanley's Private Wealth Management Sarah Wolfe say the big...

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