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Thoughts on the Market

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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U.S.-China Trade Truce: What’s Next?

U.S.-China Trade Truce: What’s Next?

Thoughts on the Market

5/12/2025

The Eye of a Market Storm

The Eye of a Market Storm

Thoughts on the Market

5/9/2025

Why is the Taiwanese Dollar Suddenly Surging?

Why is the Taiwanese Dollar Suddenly Surging?

Thoughts on the Market

5/8/2025

Are Investors Searching for New ‘Safe Havens’?

Are Investors Searching for New ‘Safe Havens’?

Thoughts on the Market

5/7/2025

U.S. Economy: Solid Footing For Now, Uncertainty Ahead

U.S. Economy: Solid Footing For Now, Uncertainty Ahead

Thoughts on the Market

5/6/2025

Munis: Tax-Free Income in Times of Stress

Munis: Tax-Free Income in Times of Stress

Thoughts on the Market

5/5/2025

Why the UK May Be Poised for a Surprising Rebound

Why the UK May Be Poised for a Surprising Rebound

Thoughts on the Market

5/2/2025

Can South Korea Afford To Grow Old?

Can South Korea Afford To Grow Old?

Thoughts on the Market

5/2/2025

A Possible Roadmap for U.S. Tariff Policy

A Possible Roadmap for U.S. Tariff Policy

Thoughts on the Market

4/30/2025

Is the Oil Market Flashing a Potential Recession Warning?

Is the Oil Market Flashing a Potential Recession Warning?

Thoughts on the Market

4/29/2025

What Should Investors Expect from Earnings Season?

What Should Investors Expect from Earnings Season?

Thoughts on the Market

4/28/2025

Tariffs Could Drag on Growth in Asia as Well as U.S.

Tariffs Could Drag on Growth in Asia as Well as U.S.

Thoughts on the Market

4/25/2025

Will Housing Prices Keep Climbing?

Will Housing Prices Keep Climbing?

Thoughts on the Market

4/24/2025

Is the Beverage Industry Drying Up?

Is the Beverage Industry Drying Up?

Thoughts on the Market

4/23/2025

How Investors are Playing Defense

How Investors are Playing Defense

Thoughts on the Market

4/22/2025

Recession Fears Are a Wild Card for Markets

Recession Fears Are a Wild Card for Markets

Thoughts on the Market

4/21/2025

How Much More Could Your Smartphone Cost?

How Much More Could Your Smartphone Cost?

Thoughts on the Market

4/17/2025

Tariff Uncertainty Creates Opportunity in Credit

Tariff Uncertainty Creates Opportunity in Credit

Thoughts on the Market

4/16/2025

Gold Rush Picks Up Speed

Gold Rush Picks Up Speed

Thoughts on the Market

4/15/2025

Where Is the Bottom of the Market?

Where Is the Bottom of the Market?

Thoughts on the Market

4/14/2025