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
Humanoids’ Insatiable Hunger for Minerals	2025-06-25
India Outperforms with High Growth and Low Volatility	2025-06-24
Why Stocks Can Be Resilient Despite Geopolitical Risk	2025-06-23
Midyear Credit Outlook: An Odd Disconnect in Asia	2025-06-20
How Oil Could Price Amid Mideast Tensions	2025-06-18
Why Markets Should Keep an Eye on Japan’s AI Playbook	2025-06-17
A Bullish Case for Large Cap U.S. Equities	2025-06-16
The Economic Stakes of President Trump’s Immigration Policy	2025-06-13
Midyear Credit Outlook: Slowdown in Europe	2025-06-12
What the New Tax Bill Means for Cross-Border Portfolios	2025-06-11
How China Is Rewriting the AI Code	2025-06-10
U.S. Financials Conference: Three Key Themes to Watch	2025-06-09
Standing by Our Outlook	2025-06-06
5 Reasons the Obesity Drug Market Remains Strong	2025-06-05
Midyear U.S. Credit Outlook: Why Investors Should Be Selective	2025-06-04
U.S. Shoppers Take Stock	2025-06-03
Why Equity Markets May Be Stronger Than You Think	2025-06-02
Why Interest Rates Matter Again	2025-05-30
What Now with Tariffs?	2025-05-30
How to Decode Tariff Signals	2025-05-28

Thoughts on the Market