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
Andrew Sheets: Is Cash an Efficient Asset Allocation?	2022-08-26
Martijn Rats: Rising Gas Prices and Shifting Oil Demand	2022-08-25
Jonathan Garner: What's Next for Asia and Emerging Markets?	2022-08-24
U.S. Public Policy: The Inflation Reduction Act and Clean Energy	2022-08-23
Mike Wilson: Will the Bear Market Rebound Last?	2022-08-22
Simon Waever: Is an EM Debt Crisis Coming?	2022-08-19
U.S. Public Policy: Tax Provisions in the Inflation Reduction Act	2022-08-18
Allocation, Pt. 2: The Value in Diversification	2022-08-17
Allocation, Pt. 1: Stock & Bond Correlation Shifts	2022-08-16
Ellen Zentner: Cooling Inflation and Shifting Labor Trends	2022-08-15
Consumer Spending: Have Consumers Begun to Trade Down?	2022-08-12
Sheena Shah: When will Crypto Prices Find a Bottom?	2022-08-11
U.S. Public Policy: Will the Inflation Reduction Act Actually Reduce Inflation?	2022-08-10
U.S. Housing: Will New Lending Standards Slow Housing Activity?	2022-08-09
Josh Pokrzywinski: Deflationary Opportunities	2022-08-08
Andrew Sheets: What Can We Learn from Market Prices?	2022-08-06
Michael Zezas: The U.S. and China, a History of Competition	2022-08-04
Matthew Hornbach: The Fed Pivot That Wasn’t Quite As It Seemed	2022-08-03
Pharmaceuticals: The Global Obesity Challenge	2022-08-03
Mike Wilson: Are Recession Risks Priced in?	2022-08-01

Thoughts on the Market