Episode notes
Recent headlines about Canada have focused on trade uncertainty and weak productivity. But our Global Economist Arunima Sinha explains why the country may be on the cusp of a stronger, investment-led growth cycle.Read more insights from Morgan Stanley.----- Transcript ----- Arunima Sinha: Welcome to Thoughts on the Market. I'm Arunima Sinha from Morgan Stanley's Global and U.S. Economics teams. Today, why Canada's economy may be closer to a new growth phase. It's Monday, October 5th at 10am in New York. Canada has been in the news recently. There have been lots of headlines related to trade,…
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Thoughts on the Market
Morgan Stanley · Business · English
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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E1748 · 12 Oct 2026 · 5 minNew
The Politics of Powering AI
Energy costs are a key election issue and AI data centers are adding to the debate. Our Head of Public Policy Research Ariana Salvatore looks at policy discussions in Washington that could determine how the U.S. powers its next technological boom.Read more insights from Morgan Stanley.----- Transcript ----- Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Head of Public Policy Research at Morgan Stanley. Today, I'll discuss the growing energy demands of AI and what the government can do in response. It's Monday, October 12th at 10am in New York. Markets and…
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E1747 · 9 Oct 2026 · 4 min
Will High Yields Crack the Market’s Resilience?
Markets have remained resilient despite the prospect of higher-for-longer rates. Our Global Head of Fixed Income Research Andrew Sheets considers the risks building beneath the surface.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley.Today, exploring further the question that seems to be on everyone's mind: At what point do higher rates become a problem for markets?It's Friday, October 9th, at 2pm in London.We recently hosted Morgan Stanley's ninth annual…
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E1746 · 8 Oct 2026 · 9 min
High Mortgage Rates and a Stuck Housing Market
U.S. mortgage rates are hovering around their highest levels in three years. Morgan Stanley Co-Heads of Securitized Products Research Jay Bacow and James Egan examine the forces keeping homeowners locked in and buyers priced out of the housing market.Read more insights from Morgan Stanley.----- Transcript -----Jay Bacow: Jim, [we’re] getting a lot of questions about mortgage rates. We've been flying across the country talking to people. Are your arms tired?James Egan: I'm hoping that all the extra flapping will give them just a little bit more definition so we can show them off as we talk…
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E1745 · 7 Oct 2026 · 5 min
Will Midterms Test the AI Investment Cycle?
The AI investment boom has been a defining force in markets. Our Head of Public Policy Research Ariana Salvatore looks at whether the U.S. midterm elections could change the spending and policies behind it.Read more insights from Morgan Stanley.----- Transcript -----Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Head of Public Policy Research at Morgan Stanley. Today, what the midterms could mean for the AI investment cycle. It's Wednesday, October 7th at 10am in New York. I've spoken on this podcast before about the broader implications of the midterm elections.…
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E1744 · 6 Oct 2026 · 4 min
Japan’s Banks Enter a New Era of Opportunity
Our Japan Financials Analyst Mia Nagasaka explains why a once-in-30-year investment cycle could transform corporate financing and open a new chapter for Japanese banks.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I’m Mia Nagasaka, Head of Japan Financials Research at Morgan Stanley MUFG Securities. Today – a once-in-30-year investment cycle is changing how investors think about Japanese banks.It’s Tuesday, October 6th, at 10am in Tokyo. For decades, Japanese companies had more cash than investment opportunities. But now it's changing. This…
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E1742 · 2 Oct 2026 · 5 min
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, Global Head of Fixed Income Research at Morgan Stanley. Today, thinking about equity resilience in the face of rising bond yields. It's Friday, October 2nd at 2pm in London. The benchmark U.S. 10-year Treasury yield has risen about 100 basis points this year. Global equities, at the same time, are up about 13 percent.…
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E1741 · 1 Oct 2026 · 12 min
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, Morgan Stanley's Global Head of Banks and Diversified Finance Research. Michael Cyprys: And I'm Mike Cyprys, Head of U.S. Brokers, Asset Managers, and Exchanges Research at Morgan Stanley. Betsy Graseck: Today, we're looking at the next phase of growth across asset and wealth management – and how tokenization, AI, and…
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E1740 · 30 Sep 2026 · 5 min
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 Thoughts on the Market. I'm Ariana Salvatore, Head of U.S. Public Policy Research at Morgan Stanley. Today, I'll be talking about the upcoming 2026 midterm elections. It's Wednesday, September 30th, at 10am in New York. As the elections inch closer, investors are increasingly asking about potential ramifications. We…
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E1739 · 29 Sep 2026 · 5 min
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 Market. I’m Sheng Zhong, Morgan Stanley’s China Industrials analyst. Today – how AI and automation are transforming China’s factories, and what that could mean for global manufacturing. It’s Tuesday, September 29th, at 3 PM in Hong Kong.For decades, Made in China has been shorthand for scale, speed, and low-cost…
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E1738 · 28 Sep 2026 · 5 min
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 Wilson: Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief U.S. Equity Strategist. Today on the podcast I’ll be discussing the Market’s Bad Breadth.It's Monday, September 28th at 11:30 am in New York. So, let’s get after it.The market is up this year. That's the good news. But over the…
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