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Thoughts on the Market

1103 - A Central Piece of the GenAI Puzzle

Thoughts on the Market

1103 - A Central Piece of the GenAI Puzzle

Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.

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More episodes

1103 - A Central Piece of the GenAI Puzzle

Thu, 18 Apr 2024
1102 - The Repercussions of Rising Global Tensions

Wed, 17 Apr 2024
1101 - How Will the GenAI Revolution Be Powered?

Tue, 16 Apr 2024
1100 - A Sobering View on the Spirits Sector

Tue, 16 Apr 2024
1099 - Unpacking Correlation

Fri, 12 Apr 2024
1098 - US Energy: The Minerals and Materials at Risk

Thu, 11 Apr 2024
1097 - 2024 US Elections: Inflation’s Possible Paths

Wed, 10 Apr 2024
1096 - What is Driving Big Moves in the Oil Market?

Tue, 09 Apr 2024
1095 - Looking Back for the Future

Mon, 08 Apr 2024
1094 - A ‘Hot’ Summer for Oil?

Fri, 05 Apr 2024
1093 - The Threat to Clean Energy in the US

Thu, 04 Apr 2024
1092 - The Growing Importance of Where Data Lives

Wed, 03 Apr 2024
1091 - U.S. Elections: Potential Implications for Businesses and Consumers

Tue, 02 Apr 2024
1090 - How Immigration’s Rise Could Boost Economic Growth

Mon, 01 Apr 2024
1089 - US Housing: Will Lower Fees Means Higher Sales?

Thu, 28 Mar 2024
1088 - Are Credit Scores Inflated?

Wed, 27 Mar 2024
1087 - Finding Late-Cycle Winners

Tue, 26 Mar 2024
1086 - The Evolution of Private Credit

Mon, 25 Mar 2024
1085 - Can ‘As Expected’ Still Give New Information?

Fri, 22 Mar 2024
1084 - European Financials: Why Confidence Has Returned

Thu, 21 Mar 2024
1083 - 2024 US Elections: Global Investors' Key Questions

Wed, 20 Mar 2024
1082 - Asia Equities: A Quarter of Dispersion

Tue, 19 Mar 2024
1081 - Finding the Equity Sweet Spot

Mon, 18 Mar 2024
1080 - Rate Cut Uncertainty

Fri, 15 Mar 2024
1079 - Economics Roundtable: Updating our 2024 Outlook

Thu, 14 Mar 2024
1078 - Revving Up the Speed of E-Commerce Delivery

Wed, 13 Mar 2024
1077 - Where AI Is Advancing

Tue, 12 Mar 2024
1076 - AI, Scale and Privacy

Mon, 11 Mar 2024
1075 - M&A Rebound Ahead?

Fri, 08 Mar 2024
1074 - Why European Data Centers Are Set for Major Growth

Thu, 07 Mar 2024
1073 - Three Long-Term Trends by the Numbers

Wed, 06 Mar 2024
1072 - How US Consumers Will Spend 2024 Tax Refunds

Tue, 05 Mar 2024
1071 - Hedging in a Robust Equity Market

Mon, 04 Mar 2024
1070 - The Predictive Power of PMIs

Fri, 01 Mar 2024
1069 - Making Sense of Confusing Economic Data

Fri, 01 Mar 2024
1068 - Should Investors Care About a Government Shutdown?

Wed, 28 Feb 2024
1067 - Why Is the Price of Food Still Rising?

Tue, 27 Feb 2024
1066 - The Gap Between Corporate Haves and Have-Nots

Mon, 26 Feb 2024
1065 - Eyeing a Market of Many

Fri, 23 Feb 2024
1064 - Behind the Rapid Growth of the Private Credit Market

Thu, 22 Feb 2024
1063 - An Atlantic-Sized Divide in Monetary Policy

Wed, 21 Feb 2024
1062 - Accelerating the Shift from AI Enablers to AI Adopters

Tue, 20 Feb 2024
1061 - Commercial Real Estate's Uncertain Future

Fri, 16 Feb 2024
1060 - What the U.S. Election Could Mean for NATO

Thu, 15 Feb 2024
1059 - The Rising Risk of Global Trade Tensions for Asia

Thu, 15 Feb 2024
1058 - Ripple Effects of the Red Sea Disruptions

Wed, 14 Feb 2024
1057 - Three Reasons the U.S Consumer Outlook Remains Strong

Mon, 12 Feb 2024
1056 - Rooting for a Positive Rate of Change

Fri, 09 Feb 2024
1055 - Trends in the 2024 Credit Landscape

Thu, 08 Feb 2024
1054 - Which Geopolitical Events Matter Most to Investors

Wed, 07 Feb 2024

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