Thoughts on the Market

Thoughts on the Market

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

Den här podcasten är hämtad från ett öppet RSS-flöde och publiceras inte av Podme. Den kan innehålla reklam.

Avsnitt(1723)

How AI and Tokenization Could Reshape Wealth Management

How AI and Tokenization Could Reshape Wealth Management

Betsy Graseck and Michael Cyprys explore how AI could expand advisor capacity and tokenized assets could grow into a $2.3 trillion market by 2030.Read more insights from Morgan Stanley.----- Transcrip...

1 Okt 12min

4 Market Signals Ahead of the Midterms

4 Market Signals Ahead of the Midterms

As investors look toward the U.S. midterm elections, the biggest question is what could change. Our Head of U.S. Public Policy Research Ariana Salvatore outlines the signals worth watching. Read more ...

30 Sep 5min

China’s $12 Trillion Manufacturing Upgrade

China’s $12 Trillion Manufacturing Upgrade

Our China Industrials Analyst Sheng Zhong explains how AI, robotics and a major investment cycle could transform China’s manufacturing base and its role in global supply chains.Read more insights from...

29 Sep 4min

The Stock Market’s Bad Breadth

The Stock Market’s Bad Breadth

Fewer companies have been driving equity market gains in 2026. Our CIO and Chief U.S. Equity Strategist Mike Wilson looks at what investors should make of the narrowing rally as the year enters its fi...

28 Sep 5min

AI Meets the Physical Economy

AI Meets the Physical Economy

Morgan Stanley Research analysts Michelle Weaver, Ravi Shanker and Dave Arcaro discuss two industrial inflection points: how long it will be before autonomous trucking becomes a reality and why power ...

25 Sep 10min

The Global Diesel Problem

The Global Diesel Problem

Diesel is at the center of an international supply squeeze, with prices rising to historic highs. Andrew Sheets and Martijn Rats unpack why this industrial fuel matters far beyond the pump.Read more i...

24 Sep 13min

The Unexpected Investment Case for AI Safety

The Unexpected Investment Case for AI Safety

Tighter AI safety requirements could reshape the pace of AI investment. Ariana Salvatore and Michael Zezas dig into why the spending may shift toward more compute, not less.Read more insights from Mor...

23 Sep 9min

Why Central Banks Are Raising Rates Again

Why Central Banks Are Raising Rates Again

Central banks are turning more hawkish as inflation risks increase. Our Global Chief Economist and Head of Macro Research Seth Carpenter explains what that means for the Fed, ECB and Bank of Japan.Rea...

22 Sep 5min

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