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
Mike Wilson: Are Earnings Expectations Too High?	2023-10-23
Ellen Zentner: The Rise of the SHEconomy	2023-10-20
Global Autos: Automotive’s Smartphone Moment	2023-10-19
Michael Zezas: The Impact of Geopolitical Tension	2023-10-18
Global Tech: Generative AI and Asset Management	2023-10-17
Seth Carpenter: Are Higher Rates Permanent?	2023-10-16
Vishy Tirupattur: Treasury Yields Move Higher	2023-10-13
Chetan Ahya: What Would Trigger Rate Hikes in Asia?	2023-10-12
Michael Zezas: Signals from the Speaker of the House Vacancy	2023-10-11
Keith Weiss: How Generative AI Could Affect Jobs	2023-10-10
Michelle Weaver: The Priorities of the U.S. Consumer	2023-10-09
U.S Equities: Credit Continues to Outperform	2023-10-06
Todd Castagno: Rising Growth in Convertibles Bonds	2023-10-05
Vishy Tirupattur: Corporate Credit Divided by Quality	2023-10-04
U.S. Consumer: Opportunity in Online Grocery	2023-10-03
Mike Wilson: Has the U.S. Government Hit a Fiscal Wall?	2023-10-02
U.S. Economy: What AI Means for People Doing Multiple Jobs	2023-09-29
Jonathan Garner: Volatility in Asia and Emerging Markets	2023-09-28
U.S. Policy: The Economic Impact of a Government Shutdown	2023-09-27
Andrew Sheets: GDP, Inflation and a Possible Government Shutdown	2023-09-26

Thoughts on the Market