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
New Tariffs, New Patterns of Trade	2025-03-27
Is the Future of Food Fermented?	2025-03-26
European Banks Spark Rising Investor Interest	2025-03-25
Key Indicators of How Far Markets Could Rebound	2025-03-24
Investors Look Beyond U.S. for Opportunities	2025-03-21
Risks and Uncertainty in the Fed’s New Outlook	2025-03-20
Making a Bet on the Future of Betting	2025-03-19
What Could Weaken Strong Credit	2025-03-18
Is the Correction Over Yet?	2025-03-17
Credit Markets Remain Resilient, For Now	2025-03-14
India’s Resurgence Should Weather Trade Tensions	2025-03-13
The Other Policy Choices That Matter	2025-03-12
The AI Agents Are Here	2025-03-11
Why Uncertainty Won't Slow AI Hardware Investment	2025-03-10
Rewiring Global Trade	2025-03-07
Funding the Next Phase of AI Development	2025-03-06
Is There Too Much Focus on Fed’s Moves?	2025-03-06
What Will Tariffs Do to the U.S. Dollar?	2025-03-04
Will GenAI Turn a Profit in 2025?	2025-03-03
Searching for Signals in U.S. Policy Noise	2025-02-28

Thoughts on the Market