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
The Other Policy Choices That Matter	2025-03-12
The AI Agents Are Here	2025-03-11
Why Uncertainty Won't Slow AI Hardware Investment	2025-03-10
Rewiring Global Trade	2025-03-07
Funding the Next Phase of AI Development	2025-03-06
Is There Too Much Focus on Fed’s Moves?	2025-03-06
What Will Tariffs Do to the U.S. Dollar?	2025-03-04
Will GenAI Turn a Profit in 2025?	2025-03-03
Searching for Signals in U.S. Policy Noise	2025-02-28
Shaky U.S. Consumer Confidence May Be a Leading Signal	2025-02-27
The Impact of Shifting Immigration Policy	2025-02-26
Cruises Set Sail for Private Islands	2025-02-25
What’s Behind the Recent Stock Tumble?	2025-02-24
How a Potential Ukraine Peace Deal Could Impact Airlines	2025-02-21
The Downside Risks of Reciprocal Tariffs	2025-02-20
A Rollercoaster Housing Market	2025-02-19
Finding Opportunity in an Uncertain U.S. Equity Market	2025-02-18
Trump 2.0 and the Potential Economic Impact of Immigration Policy	2025-02-14
How Do Tariffs Affect Currencies?	2025-02-13
The Credit Upside of Market Uncertainty	2025-02-12

Thoughts on the Market