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Business

Thoughts on the Market

by Morgan Stanley
InvestingBusiness

Today: #154 in Business on our combined chart.

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Ranking history · United States

Latest daily rankings: Oct 27. New rankings will appear after the next update.

Position on the Business combined chart over the last 14 days. Toggle platforms to compare their positions. Lower rank numbers are better.

Episode releases
#100#123#146#169#192Chart rankOct 15Oct 18Oct 21Oct 24Oct 27#154Episode released Oct 14: What to Expect From the UK BudgetEpisode released Oct 15: The Missing Piece in Latin America’s Bull CaseEpisode released Oct 16: AI Boom Faces a Higher-Yield RoadblockEpisode released Oct 19: A Narrower Path for Growth and StabilityEpisode released Oct 20: AI’s Next Winners: Signals From Private MarketsEpisode released Oct 21: Inside the Biggest Bond Boom in YearsEpisode released Oct 22: Economic Roundtable: What’s Keeping Global Growth Going?Episode released Oct 23: One Global Shock, Different Rate Paths
View as table
DateCombined RankApple Podcasts
Oct 27#154#138
Oct 26#159#146
Oct 25#148#131
Oct 24#129#109
Oct 23#110#89
Oct 22#123#101
Oct 21#130#113
Oct 20#158#146
Oct 19#182#171
Oct 18#165#153
Oct 17#161#150
Oct 16#170#162
Oct 15#178#171
Oct 14#160#151

Latest episodes

  • One Global Shock, Different Rate Paths

    October 23, 2026 · 12 min

    The energy shock is global, but the policy response isn’t uniform. In the second of our two-part roundtable, our economists unpack the forces shaping interest rates across the U.S., Europe and Asia.  Read more insights from Morgan…

  • Economic Roundtable: What’s Keeping Global Growth Going?

    October 22, 2026 · 15 min

    In the first of a two-part discussion, our roundtable explores how AI investment, trade and consumer spending are sustaining global growth, and what could put that resilience at risk. Read more insights from Morgan Stanley…

  • Inside the Biggest Bond Boom in Years

    October 21, 2026 · 13 min

    Can markets absorb this much new debt? Our panel examines strong demand for investment-grade bonds, stress in high-yield debt and the macro risks that could shape the next six to twelve months in credit markets. Read more insights from…

  • AI’s Next Winners: Signals From Private Markets

    October 20, 2026 · 10 min

    With AI startups scaling at record speed, our analysts Sabrina Hao, Adam Wood and Brian Nowak share takeaways from Morgan Stanley's Spark Conference on AI returns, competitive moats and implications for public markets.  Read more insights…

  • A Narrower Path for Growth and Stability

    October 19, 2026 · 5 min

    Higher rates can take time to filter through the economy, making their full impact difficult to judge. Arunima Sinha from our U.S. and Global Economics teams considers where the pressure may emerge next and how policymakers could navigate…

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  • AI Boom Faces a Higher-Yield Roadblock

    October 16, 2026 · 4 min

    Our ABS Strategist Carolyn Campbell explains how rising borrowing costs are slowing the AI data center boom and what could drive a rebound in financing. Read more insights from Morgan Stanley. ----- Transcript -----     Carolyn Campbell…

  • The Missing Piece in Latin America’s Bull Case

    October 15, 2026 · 4 min

    Our Chief Latin America Equity Strategist Nikolaj Lippmann explains why Brazil’s election, the cost of capital, AI investment and geopolitics could help unlock a new era of growth across Latin America. Read more insights from Morgan…

  • What to Expect From the UK Budget

    October 14, 2026 · 8 min

    The UK budget arrives later this month amid competing predictions about growth, inflation and public finances. Andrew Sheets and Bruna Skarica examine how the country’s economy defies expectations.  Read more insights from Morgan…

  • Asia Fixed Income Needs a Bigger Map

    October 13, 2026 · 5 min

    Our Head of Asia Credit Strategy Kelvin Pang explains why investors would benefit from a broader fixed income market in Asia, with opportunities across more countries, local-currency credit and dollar-denominated bonds. Read more insights…

  • The Politics of Powering AI

    October 12, 2026 · 5 min

    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…

  • Will High Yields Crack the Market’s Resilience?

    October 9, 2026 · 4 min

    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…

  • High Mortgage Rates and a Stuck Housing Market

    October 8, 2026 · 9 min

    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…

Full episode archive on Apple Podcasts →

About the show

Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.