Higher Bar for September Rate Cut

Our Head of U.S. Pharma and Biotech Terence Flynn discusses how the rapid pace of adoption of weight management treatments could have far-reaching implications across healthcare, consumer behavior and global markets.Read more insights from Morgan Stanley.----- Transcript -----Wel ...  Show more

Our Global Head of Fixed Income Research Andrew Sheets breaks down how Péter Magyar’s win in Hungary’s election could smooth relations with the EU and lower the risk premium in the country’s assets.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts o ...  Show more

On Wednesday of next week, the Federal Reserve will almost certainly embark on its long-anticipated easing cycle. However, whether the first cut in the federal funds rate is 25 or 50 basis points is still very much in doubt. This is a crucial question for the economy and finan ...

On today’s show we are taking a look at the Macro economy. The bureau of Labor and Statistics published the latest CPI data which came in a bit hotter than expected. This is implying that the Fed will need to keep interest rates higher for longer to combat inflation. The Fed k ...

When announcing interest rate cuts earlier this month, Federal Reserve Chair Jerome Powell expressed concerns about the labor market, following major downward revisions to job growth data. But is the US Employment picture as bleak as the Fed sees it? Markets get a clearer view on ...  Show more

Les Nanberg of Cornerstone Wealth Management in Boston said he sees big slowdowns in economic activity around the world, including the United States, and ntoed that itnerest rate cuts will not do much to stem weakness, especially with a trade war making growth and recovery more d ...  Show more