logo
episode-header-image
Sep 2021
3m 18s

Andrew Sheets: The Fed Shuffles Toward t...

MORGAN STANLEY
About this episode
This week, the Fed hinted that a taper announcement in November could be in store, adding one more wrinkle into events that investors will need to navigate this fall. 
Up next
Yesterday
The Real Drivers of GLP-1 Growth
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
4m 21s
Apr 16
Markets Eye Hungary’s Political Shift
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
3m 55s
Apr 15
Economic Roundtable: Structural Fallouts From the Iran Conflict
Our Global Chief Economist Seth Carpenter concludes the two-part discussion with chief regional economists Michael Gapen, Jens Eisenschmidt and Chetan Ahya on the second order effects of the energy shock from tensions in the Middle East.Read more insights from Morgan Stanley.---- ... Show More
12m 22s
Recommended Episodes
Jul 2022
What the Fed's Big Balance Sheet Unwind Means for Markets
The Federal Reserve recently began shrinking its massive balance sheet, unwinding trillions of dollars worth of bond purchases that it started making during the depths effort to offset the effects of the Covid-19 pandemic. It's not the first time that the Fed has undertaken 'quan ... Show More
47m 18s
Jul 2023
The Fed Rate Increase
<p>On today’s show we are taking a look at interest rates. Yesterday the Federal Reserve increased the Federal Funds rate to a range between 5.25%-5.5%. </p> <p>This clearly sets the stage for short term interest rates to increase. The yield on the 10 year treasury decreased from ... Show More
5m 44s
Jun 2022
The Fed’s big swing at inflation
<p>The Federal Reserve announced its largest interest rate increase since 1994. And it's the equivalent of the US central bank taking a baseball bat to the economy, according to the FT’s US financial commentator Robert Armstrong.&nbsp;<strong>&nbsp;</strong></p><br><p>In this wee ... Show More
19m 43s
Feb 2023
The Fed is in focus today
<p>Several data releases yesterday showed encouraging signs that the Federal Reserve’s interest rate hikes over the past year have begun to slow inflation. Investors are now eagerly awaiting today’s interest rate decision from the US and subsequent comments from Fed Chairman Jero ... Show More
8m 30s
May 2021
Inflation risks: 'too much complacency'?
<p>In this week’s episode of IG’s Trading the Markets podcast, IGTV’s Victoria Scholar speaks to Daniel Lacalle, chief economist at Tressis, about the post-pandemic recovery for the US economy, monetary and fiscal policy, and the potential economic risks ahead. </p> <p>Lacalle s ... Show More
18m 56s
Sep 2023
La quadrature du cercle
<p>Difficile d'échapper à la Fed aujourd'hui. Le marché attend une banque centrale en pause mais toujours préoccupée par l'inflation. Préoccupée à quel point ? C'est l'un des enjeux de la journée. Les marchés actions sont en position d'attente, tout juste animés par les grosses i ... Show More
7m 17s
Aug 2023
IBKR's Sosnick: Inflation is here until something breaks
Steve Sosnick, chief market strategist at Interactive Brokers, says investors should be thinking defensively and looking at dividend stocks rather than hoping that central bankers will pivot and start cutting rates to boost the market, because he thinks the Fed will stick with hi ... Show More
1 h
Sep 2022
All ok to Raise Rates? Investors Awaiting Fed’s Next Move 9/19/22
Stocks stage a late-day comeback as investors await the Fed’s next move. Is this the okay signal for the Fed to raise rates? Fast Money traders debate what is weighing on sentiment the most. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information ab ... Show More
43m 39s