Thoughts on the Market. Listen online or subscribe using Cloud Caster.

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

Title	Date published
Is the Credit Cycle Overheating?	2025-12-12
Fed’s Next Steps and Markets’ Reactions	2025-12-11
Asia’s Economy and Markets in 2026	2025-12-10
The Outlook for European Stocks in 2026	2025-12-09
Stocks in 2026: What’s Next for Retail Investors	2025-12-08
AI Rewrites the Retail Playbook	2025-12-05
Trends and Challenges for Consumers in 2026	2025-12-04
Investors’ Top Questions for 2026	2025-12-03
AI Sparks New Economics for Electricity	2025-12-02
Home Affordability Still Under Pressure	2025-12-01
Special Encore: How Japan’s Stablecoin Could Reshape Global Finance	2025-11-28
Special Encore: An Unprecedented Wave of Inheritances Is Coming	2025-11-26
What’s Driving U.S. Growth in 2026	2025-11-25
Bull Market Keeps an Eye on the Fed	2025-11-24
AI Capex Boom Puts Credit Markets to the Test	2025-11-21
2026 Global Outlook: Micro Themes Take the Spotlight	2025-11-20
2026 U.S. Outlook: The Bull Market’s Underappreciated Narrative	2025-11-19
2026 Global Outlook: A Strong Year for Risk Assets	2025-11-18
2026 Global Outlook: Slower Growth and Inflation	2025-11-17
2026 Midterm Elections: What’s at Stake for Markets	2025-11-14

Thoughts on the Market