Andrew Sheets: The Fed has More Work to Do

Healthcare companies are rethinking their business models as patients gain more control over how they access care and purchase medicine. Our analysts Erin Wright and Terence Flynn unpack this shift and the emerging opportunities.Read more insights from Morgan Stanley.----- Transc ...  Show more

Heather Berger of the U.S. Economics Team hosts Wealth Management Senior Economist and Strategist Sarah Wolfe to discuss what it takes to define the middle class in America today. They break down how factors like rising essential costs and the development of AI are reshaping cons ...  Show more

Yesterday the US Federal Reserve hiked interest rates by 0.75% in another hawkish pivot in their on-going quest to tame inflation. They also said they intend to raise interest rates a further 1.75% across their remaining four meetings in 2022

We discuss the market fa ...

When you listen to J Powell speak from the podium at the FOMC meeting he typically talks about managing the Fed’s dual mandate to maintain price stability and to maximize employment. The past several years have been focused on taming inflation. Core PCE inflation measured 0.3% fo ...  Show more

On today’s show we are taking a look at interest rates. Yesterday the Federal Reserve increased the Federal Funds rate to a range between 5.25%-5.5%. 

This clearly sets the stage for short term interest rates to increase. The yield on the 10 year treasury decreased from ...

The Fed has finally started to raise rates for the first time since December, 2018. Let's look at how stocks have performed during previous rate hike cycles and how higher Fed Funds Rates will impact borrowing costs across different sectors.

Posts with graphs me ...