Mike Wilson: Not All Bank Reserves Are Create...

Although markets may recalibrate to a different policy playbook under the new Fed chair Kevin Warsh, housing could remain in a holding pattern. Our co-heads of Securitized Products Research Jay Bacow and James Egan explain why.Read more insights from Morgan Stanley.----- Transcri ...  Show more

Our U.S. Public Policy Strategist Ariana Salvatore joins our Deputy Global Head of Research Michael Zezas to consider the consumer outlook and how it may impact the November midterm elections. Read more insights from Morgan Stanley.----- Transcript -----Ariana Salvatore: Welcome ...  Show more

On today’s show we are taking yet another look at the macro economic environment. Virtually everything in the world of real estate investing is being dominated by the macro environment.  

The Federal reserve increased the Fed funds rate another 25 basis points. They mad ...

The Federal Reserve has spent more than a decade buying up government debt as part of a post-2008 program to support the economy, also known as quantitative easing. Now with inflation reaching record highs, those days are over, and a new era of quantitative tightening is emerg ...

The economic outlook remains complicated. On the one hand, the U.S. and Canadian economies have exhibited remarkable resilience. On the other hand, inflation remains stubbornly high despite central banks’ best efforts, and that’s delaying the start of expected interest rate cuts. ...  Show more

US inflation is at a 40-year high and the UK is effectively in recession as demand slows for Chinese-made goods. Prime Minister Boris Johnson, though addressing the British economy, could have been speaking for the whole world when he said in a recent interview that “we’re going ...  Show more