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
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
Should Drop in Fed Reserves Concern Investors?	2025-01-16
Four Key Investment Themes for 2025	2025-01-15
Finding Opportunity in AI’s Evolution	2025-01-14
Big Debates: The State of the Energy Transition	2025-01-13
Big Debates: The AI Evolution	2025-01-10
2025: Setting Expectations	2025-01-10
Market Implications of Trump’s Agenda	2025-01-08
What Could Shape the Global Economy in 2025	2025-01-07
Will 2024’s Weak Finish Extend into the New Year?	2025-01-06
Lessons to Take Into 2025	2025-01-03

Thoughts on the Market