Slow-Motion Slowdown

Slow-Motion Slowdown

‏التالي

The Investment Implications of the Tariff Decision

On Friday, the Supreme Court released a long-awaited decision, ruling that the President’s imposition of tariffs, using the 1977 International Emergency Economic Powers Act, otherwise known as IEEPA, was illegal. The President held a press conference that afternoon and issued a p ...  عرض المزيد

Detangling Solution for the Economic Outlook

Between taking a shower when I get up in the morning and another when I get home from running, I am a significant consumer of detangling solution. In my youth, an unruly shock of hair required liberal doses of the substance just to bring some order to my muppet-like locks. Today, ...  عرض المزيد

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Ellen Zentner: The Narrowing Path for a Soft Landing
Thoughts on the Market

As the Fed continues to increase their peak rate of interest, the path for a soft landing narrows, so what deflationary indicators need to show up in the real economy to take the pressure off of policy tightening?


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Welcom ...

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End-of-Year Encore: Ellen Zentner - Is the U.S. Headed for a Soft Landing?
Thoughts on the Market

Original Release on December 2nd, 2022: While 2022 saw the fastest pace of policy tightening on record, has the Fed’s hiking cycle properly set the U.S. economy up for a soft landing in 2023?


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Welcome to Thoughts on the M ...

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Andrew Sheets: Why 2024 Is Off to a Rocky Start
Thoughts on the Market

Should investors be concerned about a sluggish beginning to the year, or do they just need to be patient?


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Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research at Morgan Stanley. Along with my coll ...

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Amid Rising Inflation and Slowing Growth, How is the U.S. Consumer Faring?
Exchanges

As the holiday shopping season kicks off — against a backdrop of high inflation and slowing economic growth — will consumers continue to remain a bright spot in the U.S. economy? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s David Mericle, chief U. ...  عرض المزيد