Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
Publishes | Daily | Episodes | 1411 | Founded | 6 years ago |
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Number of Listeners | Categories | BusinessInvesting |
As U.S. retailers manage the impacts of increased tariffs, they have taken a number of approaches to avoid raising prices for customers. Our Head of Corporate Strategy Andrew Sheets and our Head of U.S. Consumer Retail and Credit Research Jenna Giann... more
The ultimate market outcomes of President Trump’s tactical tariff escalation may be months away. Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas takes a look at implications for investors now.
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Our Chief Cross-Asset Strategist Serena Tang discusses whether demand for U.S. stocks has fallen and where fund flows are surging.
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Serena Tang: Welcome to Thoughts on the Market. I’m S... more
Arushi Agarwal from the European Sustainability Strategy team and Aerospace & Defense Analyst Ross Law unpack what a reshaped defense industry means for sustainability, ethics and long-term investment strategy.
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People also subscribe to these shows.
Short and to the point. Reminds me of The Macro Minute by 42 Macro.
All the Dumpster had to do was go play golf and Powell would now be cutting, instead he shutdown Global commerce and tanked the Market, and Xi will eat his lunch. Dumpster is a nepo baby. Xi survived the blood bath known as the Chinese Cultural Revolution.
Place your bet.
So great
Mike Wilson your 4/14/25 analysis was pretty unclear as to the bottom… Why would I buy more when we test new low if we are going down to a more “durable low” ….you were not gun shy in 10/22….
thanks a lot for sharing professional and latest market views
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Content focuses on short, insightful discussions regarding current events and trends in the financial markets, catering to a diverse set of topics. Episodes explore significant market dynamics, the implications of economic policies, and insights into various sectors such as technology and healthcare, all delivered with a well-rounded perspective from industry experts. Unique features include expert commentary on macroeconomic conditions and investment strategies, making it suitable for listeners seeking timely updates and deep dives into specific financial themes.
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Thoughts on the Market launched 6 years ago and published 1411 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on Thoughts on the Market include:
1. Lisa Shalett
2. Joyce Yang
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