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Business

Thoughts on the Market

by Morgan Stanley

Today: #157 in Business on our combined chart.

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DateApple Podcasts
Oct 3#140

About the show

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

Latest episodes

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  • China’s $12 Trillion Manufacturing Upgrade

    September 29, 2026 · 5 min

    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…

  • The Stock Market’s Bad Breadth

    September 28, 2026 · 5 min

    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…

  • AI Meets the Physical Economy

    September 25, 2026 · 11 min

    Morgan Stanley Research analysts Michelle Weaver, Ravi Shanker and Dave Arcaro discuss two industrial inflection points: how long it will be before autonomous trucking becomes a reality and why power infrastructure is racing to keep up…

  • The Global Diesel Problem

    September 24, 2026 · 14 min

    Diesel is at the center of an international supply squeeze, with prices rising to historic highs. Andrew Sheets and Martijn Rats unpack why this industrial fuel matters far beyond the pump. Read more insights from Morgan Stanley…

  • The Unexpected Investment Case for AI Safety

    September 23, 2026 · 10 min

    Tighter AI safety requirements could reshape the pace of AI investment. Ariana Salvatore and Michael Zezas dig into why the spending may shift toward more compute, not less. Read more insights from Morgan Stanley. ----- Transcript…