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
AI Takes the Wheel	2025-08-21
The Fed’s Next Moves After Mixed Data	2025-08-20
Why Credit Is Core to AI Expansion	2025-08-19
What’s Fueling the Future of Energy in Asia?	2025-08-18
Special Encore: Bracing for Sticker Shock	2025-08-15
A Divergence of Thought on the Fed’s Path	2025-08-14
Tariffs’ Impact on Economy and Bond Markets	2025-08-13
The Credibility of Inflation Targets	2025-08-12
How AI is Driving the Digital Revolution in Sports	2025-08-11
Backpacks, Laptops and Sneakers	2025-08-08
A Whiff of Stagflation	2025-08-07
How Credit Markets Could Finance AI’s Trillion Dollar Gap	2025-08-06
Higher Bar for September Rate Cut	2025-08-05
Why Stocks Get Ahead of the Fed	2025-08-04
Why Markets Remain Murky on Tariff Fallout	2025-08-01
How Waning American Dominance Could Move Yields	2025-07-31
Is American Market Dominance Over?	2025-07-30
A Good Time to Buy the Dip?	2025-07-29
Singapore’s $4 Trillion Transformation	2025-07-28
Who Will Fund AI’s $3 Trillion Ask?	2025-07-25

Thoughts on the Market