Show
Thoughts on the Market (Morgan Stanley)
The episodes Chorus has covered, newest first: what was said, by whom, with verified quotes.
How Digital Assets Are Rewiring Financial Markets
Morgan Stanley's Felix Stratmann and Amy Oldenburg discuss how digital assets are reshaping financial markets.
Signals to Watch in the U.S. Midterms
Morgan Stanley's Ariana Salvatore and Monica Guerra examine what the 2026 U.S.
To Hike or Not to Hike
Morgan Stanley's Thoughts on the Market episode 'To Hike or Not to Hike' weighs whether the Federal Reserve will keep tightening.
The Next Stage of the Market Correction
Morgan Stanley's Mike Wilson argues the June market correction is in its final stages but may need one more drawdown before stocks recover.
One Global Shock, Different Rate Paths
Morgan Stanley's Thoughts on the Market episode 'One Global Shock, Different Rate Paths' compares how central banks are responding to the same energy supply shock.
Economic Roundtable: What’s Keeping Global Growth Going?
Morgan Stanley economists Michael Gapen (US), Jens Eisenschmidt (Europe) and Chetan Ahya (Asia and emerging markets) discuss what is sustaining global growth.
Inside the Biggest Bond Boom in Years
Morgan Stanley's Thoughts on the Market episode examines the strong bond market and the wider deal environment.
AI’s Next Winners: Signals From Private Markets
Morgan Stanley's Sabrina Hao, Adam Wood and Brian Nowak use takeaways from the firm's Spark private company conference to argue that AI is already generating revenue in private markets, even as…
A Narrower Path for Growth and Stability
Morgan Stanley's Arunima Sinha argues that the US economy is on a narrower path between growth and stability, with the central debate being whether rising long-term Treasury yields reflect a higher…
AI Boom Faces a Higher-Yield Roadblock
Morgan Stanley strategist Carolyn Campbell argues that rising long-term borrowing costs are becoming a real constraint on AI infrastructure build-out, focusing on data center financing.
The Missing Piece in Latin America’s Bull Case
Morgan Stanley's Nikolaj Lippmann argues Latin America is shifting from a consumption-led growth model to an investment-led cycle, driven by geopolitical change, investment-friendly policy and…
What to Expect From the UK Budget
Morgan Stanley's Bruna Skarica previews the UK Budget, arguing the economy has held up better than feared: growth outperformed in the first half, led by an 8% year-on-year surge in the tech sector…
Asia Fixed Income Needs a Bigger Map
Kelvin Pang argues that Asia fixed income investors are looking at too narrow a slice of the region: traditional coverage of US dollar credit and emerging Asia local government bonds misses…
The Politics of Powering AI
Morgan Stanley's Ariana Salvatore discusses the politics of powering AI, centering on the electricity needed for data center buildout.
Will High Yields Crack the Market’s Resilience?
Morgan Stanley's Andrew Sheets argues that high yields have not yet broken market resilience at the headline level, because growth in the US, Europe and Asia has held up and inflation remains above…
High Mortgage Rates and a Stuck Housing Market
Morgan Stanley's James Egan and Jay Bacow examine how a 7.5% mortgage rate has frozen the US housing market.
Will Midterms Test the AI Investment Cycle?
Morgan Stanley strategist Ariana Salvatore examines whether the 2026 US midterm elections could disrupt the AI investment cycle, focusing on AI data center buildout.
Japan’s Banks Enter a New Era of Opportunity
Morgan Stanley analyst Mia Nagasaka argues that Japanese banks are entering a new growth era driven by the country's first meaningful corporate capex cycle in nearly three decades.
Canada’s Next Growth Phase
Morgan Stanley's Arunima Sinha argues that Canada is positioned for a medium-term growth pivot despite near-term trade uncertainty clouding global investor interest.