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Thoughts on the Market

1747 - The Curious Calm of Credit Markets

Thoughts on the Market

1747 - The Curious Calm of Credit Markets

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

Playlist

Weitere Folgen

1747 - The Curious Calm of Credit Markets

Fri, 30 Oct 2026
1746 - How Digital Assets Are Rewiring Financial Markets

Thu, 29 Oct 2026
1745 - Signals to Watch in the U.S. Midterms

Wed, 28 Oct 2026
1744 - To Hike or Not to Hike

Tue, 27 Oct 2026
1743 - The Next Stage of the Market Correction

Mon, 26 Oct 2026
1742 - One Global Shock, Different Rate Paths

Fri, 23 Oct 2026
1741 - Economic Roundtable: What’s Keeping Global Growth Going?

Thu, 22 Oct 2026
1740 - Inside the Biggest Bond Boom in Years

Wed, 21 Oct 2026
1739 - AI’s Next Winners: Signals From Private Markets

Tue, 20 Oct 2026
1738 - A Narrower Path for Growth and Stability

Mon, 19 Oct 2026
1737 - AI Boom Faces a Higher-Yield Roadblock

Fri, 16 Oct 2026
1736 - The Missing Piece in Latin America’s Bull Case

Thu, 15 Oct 2026
1735 - What to Expect From the UK Budget

Wed, 14 Oct 2026
1734 - Asia Fixed Income Needs a Bigger Map

Tue, 13 Oct 2026
1733 - The Politics of Powering AI

Mon, 12 Oct 2026
1732 - Will High Yields Crack the Market’s Resilience?

Fri, 09 Oct 2026
1731 - High Mortgage Rates and a Stuck Housing Market

Thu, 08 Oct 2026
1730 - Will Midterms Test the AI Investment Cycle?

Wed, 07 Oct 2026
1729 - Japan’s Banks Enter a New Era of Opportunity

Tue, 06 Oct 2026
1728 - Canada’s Next Growth Phase

Mon, 05 Oct 2026
1727 - The Tension Between Equities and Bonds

Fri, 02 Oct 2026
1726 - How AI and Tokenization Could Reshape Wealth Management

Thu, 01 Oct 2026
1725 - 4 Market Signals Ahead of the Midterms

Wed, 30 Sep 2026
1724 - China’s $12 Trillion Manufacturing Upgrade

Tue, 29 Sep 2026
1723 - The Stock Market’s Bad Breadth

Mon, 28 Sep 2026
1722 - AI Meets the Physical Economy

Fri, 25 Sep 2026
1721 - The Global Diesel Problem

Thu, 24 Sep 2026
1720 - The Unexpected Investment Case for AI Safety

Wed, 23 Sep 2026
1719 - Why Central Banks Are Raising Rates Again

Tue, 22 Sep 2026
1718 - Market Resilience Isn’t Complacency

Mon, 21 Sep 2026
1717 - Trump-Xi Talks Put Trade and Tech in Focus

Fri, 18 Sep 2026
1716 - Why the Fed May Have Further to Go

Thu, 17 Sep 2026
1715 - One Fed Hike—Or More to Come?

Wed, 16 Sep 2026
1714 - The Mid-Cycle Shift Equity Investors Shouldn’t Miss

Tue, 15 Sep 2026
1713 - Patients Are Taking the Driver's Seat in Healthcare

Mon, 14 Sep 2026
1712 - Why the Middle-Class Squeeze Is Getting Worse

Fri, 11 Sep 2026
1711 - The Fed, Football and the Price of Ambiguity

Thu, 10 Sep 2026
1710 - Can the AI Spending Boom Pay Off?

Wed, 09 Sep 2026
1709 - AI Debt Starts Moving the U.S. Treasurys Market

Tue, 08 Sep 2026
1708 - What Could Shake Up Markets in September?

Fri, 04 Sep 2026
1707 - Why Oil Prices Could Rise to $100 Again

Thu, 03 Sep 2026
1706 - 3 Policy Catalysts to Watch This Fall

Wed, 02 Sep 2026
1705 - The $33 Billion AI Security Opportunity

Tue, 01 Sep 2026
1704 - From Coffee to Cans: A U.S. Caffeine Shift

Mon, 31 Aug 2026
1703 - The Politics Behind the Rising U.S. Debt

Fri, 28 Aug 2026
1702 - Jackson Hole Tests the Fed’s Framework

Thu, 27 Aug 2026
1701 - When Does Higher U.S. Debt Start to Matter?

Wed, 26 Aug 2026
1700 - Measuring the Market’s Megatrends

Tue, 25 Aug 2026
1699 - Markets Faces Hotter, Shorter Cycles

Mon, 24 Aug 2026
1698 - Shifts in Credit Markets for the AI Buildout

Fri, 21 Aug 2026

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