The Fed: Learning From the Last Hiking Cycle

Our Global Head of Macro Strategy Matthew Hornbach joins our Chief U.S. Economist Michael Gapen to discuss the Fed’s potential next moves and how energy prices are influencing market expectations.Read more insights from Morgan Stanley.----- Transcript -----Matthew Hornbach: Welco ...  Show more

Our CIO and Chief U.S. Equity Strategist Mike Wilson breaks down how the market is transitioning to a mid-cycle environment, with leadership shifting toward higher-quality, asset-light companies with durable earnings.Read more insights from Morgan Stanley.----- Transcript -----Mi ...  Show more

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 ...

What drove the Fed to change their tune? In the most recent testimony in front of a congressional committee, chair Powell spoke about getting closer to their stated 2% target. But clearly the numbers are still elevated. The restrictive monetary policy is serving to bring deman ...

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 ...

On today's episode of The Macro Trading Floor, Alfonso & Andreas discuss the recent economic data releases and the growth slowdown they are signalling. We then explore the chances of a Fed pause/pivot. Have the probabilities increased since the recent turmoil in the banking syste ...  Show more