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
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
A Bumpy Road Ahead for Onshoring EVs	2025-01-02
Special Encore: Will US Tariffs Drive Mexico Closer to China?	2024-12-31
Special Encore: Uncertainty Surrounds 2025 U.S. Equities Outlook	2024-12-30
Special Encore: A $10 Trillion Opportunity in US Reshoring	2024-12-27
Special Encore: Housing, Currency Markets in Focus	2024-12-26

Thoughts on the Market