Thoughts on the Market Podcast Transcripts
Morgan Stanley · 1,735 episodes with transcripts
Short, thoughtful and regular takes on recent events in the markets from a variety of perspectives and voices within Morgan Stanley.
Spoken has transcripts of 1,735 Thoughts on the Market episodes, with the speakers named. The newest listed here is from October 21, 2026.
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Latest Thoughts on the Market transcripts
Inside the Biggest Bond Boom in Years
October 21, 2026
Andrew Sheets (0:00)
Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley.
Anish Shah (0:06)
I'm Anish Shah, Global Head of Debt Capital Markets.
Rehan Latif (0:08)
I'm Rehan Latif, Global Head of Credit Trading.
- Inside the Biggest Bond Boom in Years
- AI’s Next Winners: Signals From Private Markets
- A Narrower Path for Growth and Stability
- AI Boom Faces a Higher-Yield Roadblock
- The Missing Piece in Latin America’s Bull Case
- What to Expect From the UK Budget
- Asia Fixed Income Needs a Bigger Map
- Will High Yields Crack the Market’s Resilience?
- High Mortgage Rates and a Stuck Housing Market
- Will Midterms Test the AI Investment Cycle?
- Japan’s Banks Enter a New Era of Opportunity
- Canada’s Next Growth Phase
- 4 Market Signals Ahead of the Midterms
- China’s $12 Trillion Manufacturing Upgrade
- The Stock Market’s Bad Breadth
- AI Meets the Physical Economy
- The Global Diesel Problem
- The Unexpected Investment Case for AI Safety
- Why Central Banks Are Raising Rates Again
- Market Resilience Isn’t Complacency
- Trump-Xi Talks Put Trade and Tech in Focus
- Why the Fed May Have Further to Go
- One Fed Hike—Or More to Come?
- The Mid-Cycle Shift Equity Investors Shouldn’t Miss
- Patients Are Taking the Driver's Seat in Healthcare
- Why the Middle-Class Squeeze Is Getting Worse
- The Fed, Football and the Price of Ambiguity
- Can the AI Spending Boom Pay Off?
- AI Debt Starts Moving the U.S. Treasurys Market
- What Could Shake Up Markets in September?
- Why Oil Prices Could Rise to $100 Again
- 3 Policy Catalysts to Watch This Fall
- The $33 Billion AI Security Opportunity
- From Coffee to Cans: A U.S. Caffeine Shift
- The Politics Behind the Rising U.S. Debt
- Jackson Hole Tests the Fed’s Framework
- When Does Higher U.S. Debt Start to Matter?
- Measuring the Market’s Megatrends
- Markets Faces Hotter, Shorter Cycles
- Shifts in Credit Markets for the AI Buildout
- The New Map of AI Power
- El Niño’s Ripple Effects on Markets
- Korean Stocks: From Correction to a Healthy Recovery
- The UK Has a Better Story to Tell
- Robotaxis’ $1 Trillion Opportunity
- The Potential Way Forward for the U.S.-Iran Standoff
- ‘Show Me the Money,’ Market Tells Companies
- How AI Could Simplify the Mortgage Market
- AI’s New Rules of Engagement
- Why Brick and Mortar Banking Still Matters
- How Long Can the Fed Hold On?
- When a Data Center Comes to Town
- Quality Matters Again
- The Structural Forces Moving Capital
- The Oil Market’s Billion-Barrel Problem
- Fed in July: A Weaker Case for Hiking
- A More Selective Stock Market
- An Odyssey Through Market History
- Data Centers’ Political Battle
- More Stocks Join the Bull Market
- The Global Rate Debate
- AI Spending: A New Engine for the Global Economy
- Why Your Medical Bill Is So High
- A Test for Capital Markets: Funding AI
- AI as a Sovereign Power
- What’s Fueling Stocks After the AI Trade
- Lower Prices, Bigger Market: The Next Phase of GLP-1 Drugs
- A New Chapter for North American Trade
- The AI Divide Between the U.S. and Japan
- 3 Things That Could Break the Summer Rally
- AI’s Next Stress Test
- Next Leg of the Bull Market?
- America’s Frontier-Market Origin Story
- Investors’ Focus Shifts to Rates and AI
- What to Watch Ahead of the Midterms
- The Market Shift Investors May Be Missing
- Comeback for Europe’s Bull Market?
- The Warsh Effect on Mortgages
- Consumer Confidence and the U.S. Midterms
- What a Quieter Fed Could Mean for Markets
- The Obstacles to Buying a First Home
- Why Warsh May Let Markets Tough It Out
- Inside the AI Debt Surge
- Can Policy Solve AI’s Chipflation?
- Warsh’s Opening Act at the Fed
- The Bull Case After the Pullback in Stocks
- India’s Next Market Phase
- Inflation Relief Ahead?
- Who Owns Travel Loyalty?
- Asia’s Race to Power AI
- The High Cost of AI Memory
- What New Tariffs Mean for Investors
- Why Oil Supply May Stay Tight for Months
- AI Borrowing Creates a New Credit Playbook
- When Stocks, Bonds and Oil Move Together
- Hard Lessons: Rick Rieder
- A New Playbook for Equity Investors
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