Slow-Motion Slowdown

Slow-Motion Slowdown

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AI, Inflation and Interest Rates

On Tuesday, the Senate Banking Committee will hold hearings to consider the nomination of Kevin Warsh to be the next Fed chair. His confirmation will likely be delayed until the Justice Department’s investigation into Jerome Powell is fully resolved. Despite this, Mr. Warsh’s ans ...  Show more

The Latest News and the Economic Outlook

Evening newspapers, like vinyl records and rotary phones, are fading relics, all victims of the smartphones into which humanity is gradually burying its consciousness. But once, they were a vibrant part of daily life. Growing up in Dublin in the 1970s and 1980s, there were two ev ...  Show more

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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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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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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. ...  Show more