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
Matt Hornbach: A Narrative of Declining Inflation	2023-01-31
Mike Wilson: Fighting the Fear of Missing Out	2023-01-30
Andrew Sheets: The Choice Between Equities and Cash	2023-01-27
Graham Secker: An Upturn for European Equities	2023-01-26
U.S. Economy: Renegotiating the Debt Ceiling	2023-01-25
U.S. Retail: A Tale of Two Halves	2023-01-24
Mike Wilson: A Shift in Recession Views	2023-01-23
Andrew Sheets: What is an Optimal Asset Allocation?	2023-01-20
U.S. Housing: Will Activity Continue to Slow?	2023-01-19
Michael Zezas: The Year of the Long-Term Investor	2023-01-18
Ed Stanley: Key Themes for 2023	2023-01-17
Andrew Sheets: Will Emerging Market Outperformance Hold?	2023-01-13
Michael Zezas: Bringing Semiconductors to North America	2023-01-12
Quantitative Strategies: A 2023 Return?	2023-01-11
Mike Wilson: Challenging the Consensus on 2023	2023-01-10
Martijn Rats: The 2023 Global Oil Outlook	2023-01-09
Andrew Sheets: Lessons from Last Year	2023-01-06
Chetan Ahya: Has Inflation in Asia Peaked?	2023-01-05
Michael Zezas: Gridlock in the House of Representatives	2023-01-04
Terence Flynn: The Next Blockbuster for Pharma?	2023-01-03

Thoughts on the Market