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
Matt Cost: How AI Could Disrupt Gaming	2023-11-07
Mike Wilson: Will the Equity Market Rally Last?	2023-11-06
Andrew Sheets: Upgrades and Downgrades in Corporate Credit	2023-11-03
US Economy: What Generative AI Means for the Labor Market	2023-11-02
Michael Zezas: What the New U.S. Speaker Means for Markets	2023-11-01
U.S. Housing: The Impact of High Mortgage Rates	2023-10-31
Mike Wilson: 2023 Stock Market Comes Full Circle	2023-10-30
Andrew Sheets: Optimism in Corporate Credit	2023-10-27
Asia Equities: China’s Risk of a Debt Deflation Loop	2023-10-26
Vishy Tirupattur: Implications of the Treasury Market Selloff	2023-10-25
Matthew Hornbach: The Impact of Policy on Bond Markets	2023-10-24
Mike Wilson: Are Earnings Expectations Too High?	2023-10-23
Ellen Zentner: The Rise of the SHEconomy	2023-10-20
Global Autos: Automotive’s Smartphone Moment	2023-10-19
Michael Zezas: The Impact of Geopolitical Tension	2023-10-18
Global Tech: Generative AI and Asset Management	2023-10-17
Seth Carpenter: Are Higher Rates Permanent?	2023-10-16
Vishy Tirupattur: Treasury Yields Move Higher	2023-10-13
Chetan Ahya: What Would Trigger Rate Hikes in Asia?	2023-10-12
Michael Zezas: Signals from the Speaker of the House Vacancy	2023-10-11

Thoughts on the Market