Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
The Future Reckoning of Tariff Escalation
July 10, 2025
00:03:52
Are Foreign Investors Fleeing U.S. Assets?
July 9, 2025
00:04:56
How AI Is Disrupting Defense
July 8, 2025
00:09:33
Have U.S. Consumers Shaken Off Tariff Concerns?
July 7, 2025
00:04:15
America’s Debt Story
July 3, 2025
00:04:12
Three Possibilities for What’s Next on Tariffs
July 2, 2025
00:04:44
How AI Could Transform the Real Estate Sector
July 1, 2025
00:05:31
The U.S. Housing Market Slowdown
June 30, 2025
00:08:04
Watching the Canary in the Coalmine
June 27, 2025
00:04:00
Why the Fed Will Cut Late, But Cut More
June 26, 2025
00:11:14
Humanoids’ Insatiable Hunger for Minerals
June 25, 2025
00:04:30
India Outperforms with High Growth and Low Volatility
June 24, 2025
Why Stocks Can Be Resilient Despite Geopolitical Risk
June 23, 2025
00:03:31
Midyear Credit Outlook: An Odd Disconnect in Asia
June 20, 2025
00:09:00
How Oil Could Price Amid Mideast Tensions
June 18, 2025
00:04:27
Why Markets Should Keep an Eye on Japan’s AI Playbook
June 17, 2025
00:04:50
A Bullish Case for Large Cap U.S. Equities
June 16, 2025
00:05:17
The Economic Stakes of President Trump’s Immigration Policy
June 13, 2025
00:10:48
Midyear Credit Outlook: Slowdown in Europe
June 12, 2025
00:09:59
What the New Tax Bill Means for Cross-Border Portfolios
June 11, 2025
00:03:23
How China Is Rewriting the AI Code
June 10, 2025
00:03:38
U.S. Financials Conference: Three Key Themes to Watch
June 9, 2025
00:10:09
Standing by Our Outlook
June 6, 2025
00:09:27
5 Reasons the Obesity Drug Market Remains Strong
June 5, 2025
Midyear U.S. Credit Outlook: Why Investors Should Be Selective
June 4, 2025
00:07:11
U.S. Shoppers Take Stock
June 3, 2025
00:09:20
Why Equity Markets May Be Stronger Than You Think
June 2, 2025
00:04:39
Why Interest Rates Matter Again
May 30, 2025
00:03:51
What Now with Tariffs?
00:09:21
How to Decode Tariff Signals
May 28, 2025
00:03:49
Luxury Sector Tightens Its Belt
May 27, 2025
00:09:37
Midyear U.S. Outlook: Equity Markets a Step Ahead?
May 23, 2025
00:04:21
Midyear Global Outlook, Pt 2: Why the U.S. Still Leads Global Markets
May 22, 2025
00:08:47
Midyear Global Outlook, Pt 1: Skewing to the Downside
May 21, 2025
Japan Summit: Consumer Resilience and Trade Uncertainty
May 20, 2025
00:08:10
Market Risks Persist After U.S.-China Trade Detente
May 19, 2025
00:04:23
Lessons Amid the Market Rollercoaster
May 16, 2025
00:03:32
The Rise Of The Humanoid Economy
May 15, 2025
00:10:28
What the Tax Debate Could Mean for Markets
May 14, 2025
00:10:18
Can Private Credit Weather Macro Risks?
May 13, 2025
00:06:58
U.S.-China Trade Truce: What’s Next?
May 12, 2025
00:04:02
The Eye of a Market Storm
May 9, 2025
00:03:46
Why is the Taiwanese Dollar Suddenly Surging?
May 8, 2025
00:11:09
Are Investors Searching for New ‘Safe Havens’?
May 7, 2025
00:05:44
U.S. Economy: Solid Footing For Now, Uncertainty Ahead
May 6, 2025
00:11:18
Munis: Tax-Free Income in Times of Stress
May 5, 2025
Why the UK May Be Poised for a Surprising Rebound
May 2, 2025
00:08:14
Can South Korea Afford To Grow Old?
00:04:32
A Possible Roadmap for U.S. Tariff Policy
April 30, 2025
00:10:56
Is the Oil Market Flashing a Potential Recession Warning?
April 29, 2025
00:04:41
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