From Coffee to Cans: A U.S. Caffeine Shift

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1. 

   E1722 · 3 Sep 2026 · 6 min

   Why Oil Prices Could Rise to $100 Again

   Our Global Commodities Strategist Martijn Rats explains how tightening supply and shrinking buffers are pushing Brent prices up again, and what that would mean for fuel costs and energy markets.Read more insights from Morgan Stanley.----- Transcript -----Martijn Rats: Welcome to Thoughts on the Market. I’m Martijn Rats, Morgan Stanley’s Global Commodities Strategist.Today: why the oil market is tightening, and why we now see Brent reaching $100 per barrel later this year.It’s Thursday, September 3rd, at 3pm in London.It has been an extraordinary summer for oil. Brent — the global benchmark…

2. 

   E1721 · 2 Sep 2026 · 10 min

   3 Policy Catalysts to Watch This Fall

   Midterm elections, backlash against data centers and a U.S.-China summit. Michael Zezas and Ariana Salvatore discuss themes that could test investor confidence in the coming months.Read more insights from Morgan Stanley.----- Transcript -----Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Deputy Global Head of Research for Morgan Stanley.Ariana Salvatore: And I'm Ariana Salvatore, Head of Public Policy Research.Michael Zezas: Today, we'll look ahead to public policy catalysts that matter for investors this fall.It's Wednesday, September 2nd at 10:30am in New York.Okay,…

3. 

   E1719 · 1 Sep 2026 · 4 min

   The $33 Billion AI Security Opportunity

   As AI agents gain access to sensitive enterprise systems, companies need new ways to control what they can do. Meta Marshall breaks down the emerging market for agentic identity security.Read more insights from Morgan Stanley.----- Transcript -----Meta Marshall: Welcome to Thoughts on the Market. I’m Meta Marshall, Morgan Stanley’s U.S. Cybersecurity and Telecom & Network Equipment analyst. Today: AI assistants are starting to act on our behalf at work, which brings up a critical question. What should these agents be allowed to do? And how should those permissions be granted? It’s Tuesday,…

4. 

   E1717 · 28 Aug 2026 · 5 min

   The Politics Behind the Rising U.S. Debt

   Our Head of U.S. Public Policy Research Ariana Salvatore looks at what the midterms may reveal about politician’s appetite for tackling the faster-than-expected increase in the U.S. debt.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, why fiscal is back in focus and what we can learn about the broader debt trajectory from the upcoming midterm elections. It's Friday, August 28th at 10am in New York. Fiscal policy has moved back onto investors'…

5. 

   E1747 · 9 Oct 2026 · 5 minNew

   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…

6. 

   E1746 · 8 Oct 2026 · 9 minNew

   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…

7. 

   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.…

8. 

   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…

9. 

   E1743 · 5 Oct 2026 · 5 min

   Canada’s Next Growth Phase

   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,…

10. 

    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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