Andrew Sheets: The Fed’s Fascinating Dilemma

Back from the IMF Spring Meetings in Washington, Simon Waever and Seth Carpenter unpack what policy makers and investors could be underpricing: the growth hit from higher energy costs, the risk of too much tightening by central banks and why emerging markets still look resilient. ...  Show more

Our Global Head of Thematic and Sustainability Research Stephen Byrd unpacks how major investment themes for 2026 are increasingly interconnected, generating gains for investors.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I’m St ...  Show more

The Federal Reserve is a misunderstood system. I’ll try my best to break down what they do. Learn more about your ad choices. Visit megaphone.fm/adchoices 

Tout en faisant une pause dans ses hausses de taux, la banque centrale américaine a gardé un ton très ferme vis-à-vis des pressions inflationnistes. Les marchés actions ont l'air d'en avoir pris leur parti, puisque rien ne semble pouvoir les faire dévier de leur trajectoire ha ...

You might have read headlines in the past couple of days that the Federal Reserve is planning to wind down its bank term funding program when it expires on March 11, literally two months away. Michael Barr is the Fed’s vice chairman for bank supervision and he signalled that t ...

Difficile d'échapper à la Fed aujourd'hui. Le marché attend une banque centrale en pause mais toujours préoccupée par l'inflation. Préoccupée à quel point ? C'est l'un des enjeux de la journée. Les marchés actions sont en position d'attente, tout juste animés par les grosses i ...