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
Special Episode: Check Out the Big Changes in Food Retail	2021-05-25
Mike Wilson: A Unique View on U.S. Equities	2021-05-24
Mid-Year Economic Outlook: The Red Hot Capex Cycle	2021-05-21
Andrew Sheets: The Complications of Strong Economic Winds	2021-05-20
Michael Zezas: What if Infrastructure Doesn’t Pass?	2021-05-19
Graham Secker: European Equities Mid-Year	2021-05-18
Mike Wilson: Mid-Year U.S. Equities Outlook - Be Selective	2021-05-17
Andrew Sheets: Inflation - Is It Here to Stay?	2021-05-14
Special Episode: How Worrying Are Global Supply Chain Issues?	2021-05-13
Michael Zezas: The Bumpy Road Ahead for U.S. Infrastructure	2021-05-12
Special Encore: What Are Other Investors Thinking?	2021-05-11
Mike Wilson: Welcome to the Mid-Cycle Transition	2021-05-10
Andrew Sheets: Why (and How) Jobs Numbers Matter	2021-05-07
Special Episode: Is Herd Immunity Even Possible?	2021-05-06
Michael Zezas: Texas vs. California	2021-05-05
Vishy Tirupattur: Is the U.S. in a Housing Bubble?	2021-05-04
Adam Virgadamo: For Stocks, Reopening Is All About Nuance	2021-05-03
Chetan Ahya: Could Centrals Banks Shake Up Digital Currencies?	2021-04-30
Michael Zezas: On Infrastructure, Follow the Money	2021-04-29
Andrew Sheets: A Choppier, More Range-bound Summer?	2021-04-28

Thoughts on the Market