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
Trump 2.0 and the Potential Economic Impact of Immigration Policy	2025-02-14
How Do Tariffs Affect Currencies?	2025-02-13
The Credit Upside of Market Uncertainty	2025-02-12
The Rising Risk of Trade Tensions in Asia	2025-02-11
Who Might Benefit From Trump’s Tax Policy Proposals?	2025-02-10
The Disruption in the AI Market	2025-02-07
Chinese Airlines Breaking Through Turbulence	2025-02-06
Trump 2.0 and the Latest on Tariffs	2025-02-05
Trump 2.0 and the Future of Energy	2025-02-04
Tariffs and Tech Challenge Stocks	2025-02-03
Big Debates: Who Will Be the Trade Winners Under Trump?	2025-01-31
Managing Fiscal Policy Uncertainty Under Trump 2.0	2025-01-30
A Mixed Bag for Retail and Consumer Sectors	2025-01-29
Will Trump’s Tariffs Reshape Asian Economies?	2025-01-28
Europe’s Defense Dilemma	2025-01-27
Have Markets Hit Peak Optimism?	2025-01-24
Big Debates: How Will M&A and IPOs Drive Markets in 2025?	2025-01-23
Potential Economic Consequences of Trump’s Executive Orders	2025-01-22
Asia Outlook 2025: Three Critical Themes	2025-01-21
The Surge in Bond Yields Likely Doesn’t Present Risk – Yet	2025-01-17

Thoughts on the Market