How Is The US Economy Really Doing?

On today’s show, we’re talking about meetings, specifically the balance between enough structure to create accountability and so much meeting time that the work itself gets pushed into evenings, weekends, and sleep.I have been looking at my own calendar, and the conclusion is unc ...  Show more

Today we’re talking about the July 1 review of the United States Mexico Canada Agreement, better known as USMCA, and what it means for anyone developing or constructing buildings in North America.Leading up to July 1, the public conversation made the date sound like a cliff. Eith ...  Show more

There’s a dichotomy between the pace of job growth and the unemployment rate. Our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach analyze how the Fed might address this paradox.Read more insights from Morgan Stanley.----- Transcript -----Matt ...  Show more

After another Fed meeting and another historically high rate hike, it’s clear that the Fed is committed to fighting inflation, but how and when will the real economy see the effects? Chief Cross-Asset Strategist Andrew Sheets and Global Chief Economist Seth Carpenter discuss.< ...

A couple of years ago, when warning of the need to fight inflation, Jerome Powell, Governor of the US Federal Reserve says interest rate would rise and jobs might disappear. Yet, interest rates have risen, and unemployment hasn’t fallen anywhere near as much as expected. So, what ...  Show more

The U.S. Federal Reserve recently enacted its first interest rate hike in two years, but there is still more work to be done to counteract rising inflation and markets are watching closely.

-----Transcript-----

Welcome to Thoughts on the Marke ...