Thoughts on the Market

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Bigger Tax Refunds Likely to Power the Economy

Our U.S. Economist Heather Berger discusses how larger tax refunds in 2026 could boost income and help support consumer balance sheets throughout the year.Read more insights from Morgan Stanley. ----- Transcript -----Welcome to Thoughts on the Market and Happy New Year! I’m Heath ... Show more

. 3min 45sec

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Bigger Tax Refunds Likely to Power the Economy

. 3min 45sec

Special Encore: What’s Driving U.S. Growth in 2026

Original Release Date: November 25, 2025Our Chief U.S. Economist Michael Gapen breaks down how growth, inflation and the AI revolution could play out in 2026.Read more insights from Morgan Stanley.----- Transcript -----Michael Gapen: Welcome to Thoughts on the Market. I’m Michael ... Show more

. 7min 6sec

Special Encore: Investors’ Top Questions for 2026

Original Release Date: December 3, 2025Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas and Chief Global Cross-Asset Strategist Serena Tang address themes that are key for markets next year.Read more insights from Morgan Stanley.----- Transcript - ... Show more

. 11min 17sec

Special Encore: Who’s Disrupting — and Funding — the AI Boom

Original Release Date: November 13, 2025Live from Morgan Stanley’s European Tech, Media and Telecom Conference in Barcelona, our roundtable of analysts discusses tech disruptions and datacenter growth, and how Europe factors in.Read more insights from Morgan Stanley.----- Transcr ... Show more

. 14min 51sec

Special Encore: 2026 U.S. Outlook: The Bull Market’s Underappreciated Narrative

Original Release Date: November 19, 2025Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why he continues to hold on to an out-of-consensus view of a growth positive 2026, despite near-term risks.Read more insights from Morgan Stanley.----- Transcript -----Welcome to ... Show more

. 6min 30sec