How I'm Interpreting The Rate Announcements

As part of my ongoing research for the podcast, I’ve been using AI to help streamline information gathering. That, in itself, is not too controversial. If you’re tracking multiple markets, multiple asset classes, and multiple sources of institutional research, there’s nothing unr ...  Show more

Today, I want to talk about the right questions to be asking when it comes to adopting AI in your business.There’s a lot of noise around AI right now. Most of the conversation is centered on fear. People are asking whether AI will replace jobs, reduce headcount, or make certain r ...  Show more

Mortgage rates aren’t directly influenced by Federal Reserve policy. However, the Fed’s recent cut likely will have a domino effect on the US housing market, say our Co-Heads of Securitized Products Research Jay Bacow and James Egan.

----- Transcript -----

The Bank of Canada lowered the interest rate to 4.75 per cent on Wednesday – the first rate cut in four years. As the country’s central bank aims to get the inflation ...

With this week’s announcement of a rate cut and further cuts in the offing, the Fed seems willing to let the U.S. economy run a little hot. Our Head of Corporate Credit Andrew Sheets explains why this could give an unexpected boost to the European bond market. 

Read ...

Stocks hold steady as tariff uncertainty continues. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains how policy deferrals, earnings resilience and forward guidance are driving the market.

Read more <a href="https://www.morganstanley.com/ideas ...