Thoughts on the Market

Release Date

Latest Episode

The Tension Between Equities and Bonds

Our Global Head of Fixed Income Research Andrew Sheets examines what rising rates could mean for equity valuations, earnings and investor appetite.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Glo ... Show more

. 5min 12sec

All Episodes

The Tension Between Equities and Bonds

. 5min 12sec

How AI and Tokenization Could Reshape Wealth Management

Betsy Graseck and Michael Cyprys explore how AI could expand advisor capacity and tokenized assets could grow into a $2.3 trillion market by 2030.Read more insights from Morgan Stanley.----- Transcript ----- Betsy Graseck: Welcome to Thoughts on the Market. I'm Betsy Graseck, Mor ... Show more

. 12min 17sec

4 Market Signals Ahead of the Midterms

As investors look toward the U.S. midterm elections, the biggest question is what could change. Our Head of U.S. Public Policy Research Ariana Salvatore outlines the signals worth watching. Read more insights from Morgan Stanley.----- Transcript ----- Ariana Salvatore: Welcome to ... Show more

. 5min 3sec

China’s $12 Trillion Manufacturing Upgrade

Our China Industrials Analyst Sheng Zhong explains how AI, robotics and a major investment cycle could transform China’s manufacturing base and its role in global supply chains.Read more insights from Morgan Stanley.----- Transcript -----Sheng Zhong: Welcome to Thoughts on the Ma ... Show more

. 4min 58sec

The Stock Market’s Bad Breadth

Fewer companies have been driving equity market gains in 2026. Our CIO and Chief U.S. Equity Strategist Mike Wilson looks at what investors should make of the narrowing rally as the year enters its final stretch. Read more insights from Morgan Stanley.----- Transcript -----Mike W ... Show more

. 5min 14sec