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
Bracing for Sticker Shock	2025-07-11
The Future Reckoning of Tariff Escalation	2025-07-10
Are Foreign Investors Fleeing U.S. Assets?	2025-07-09
How AI Is Disrupting Defense	2025-07-08
Have U.S. Consumers Shaken Off Tariff Concerns?	2025-07-07
America’s Debt Story	2025-07-03
Three Possibilities for What’s Next on Tariffs	2025-07-02
How AI Could Transform the Real Estate Sector	2025-07-01
The U.S. Housing Market Slowdown	2025-06-30
Watching the Canary in the Coalmine	2025-06-27
Why the Fed Will Cut Late, But Cut More	2025-06-26
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

Thoughts on the Market