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
Patients Are Taking the Driver's Seat in Healthcare
Healthcare companies are rethinking their business models as patients gain more control over how they access care and purchase medicine. Our analysts Erin Wright and Terence Flynn unpack this shift and the emerging opportunities.Read more insights from Morgan Stanley.----- Transc ... Show More
8m 50s
Sep 11
Why the Middle-Class Squeeze Is Getting Worse
Heather Berger of the U.S. Economics Team hosts Wealth Management Senior Economist and Strategist Sarah Wolfe to discuss what it takes to define the middle class in America today. They break down how factors like rising essential costs and the development of AI are reshaping cons ... Show More
11m 13s
Sep 10
The Fed, Football and the Price of Ambiguity
Our Global Head of Fixed Income Research Andrew Sheets discusses when markets may not adequately compensate investors for uncertainty around themes like Fed policy, AI financing and energy supply.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome ... Show More
5m 1s
Recommended Episodes
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
Sep 2025
It’s Fed day!
Yesterday brought a mixed set of signals across global markets. We saw unexpected optimism from Germany, developments on the US–China trade front, stronger-than-expected US retail sales figures, and mounting anticipation ahead of the Federal Reserve’s interest rate decision. Equi ... Show More
13m 39s
Sep 2025
JPMorgan Trading Desk Warns Fed Rate Cut Risks Tanking Stocks
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. US stocks have been on a tear, setting more than 20 all-time highs this year, but the Federal Reserve’s next move threatens to curb investors’ zeal, JPMorgan Chase & Co.’s trading desk warns. “This current bull ... Show More
38m 44s
Apr 2024
Who will move first – the ECB or the Fed?
<p>The major US equity indices closed around flat yesterday while small caps outperformed, with the Russell 2000 index gaining 0.5%. The 10-year US Treasury yield climbed to 4.43%, prompting investors to raise their bets on the Fed cutting rates just twice this year following las ... Show More
13m 5s
May 2024
Fed uncertainty puts stocks on edge, dollar edges up
Send us Fan MailFed policymakers maintain caution ahead of minutes as risk appetite ebbs. Commodities retreat from highs amid hawkish Fed, calm in Middle East. Dollar inches higher, ether jumps 19% on spot ETF hopes.Risk Warning: Our services involve a significant risk and can re ... Show More
3m 46s
Sep 2024
Markets riding the ‘Fed wave’
<p>Stocks across the globe moved higher yesterday following the Federal Reserve’s interest rate cut, with both the Dow and S&amp;P 500 seeing new all-time highs. Meanwhile, other major central banks – including those in England, Norway, Turkey, Japan and China – opted to keep the ... Show More
11m 1s
Dec 2023
Fed awaited as stocks jump, dollar slips after US CPI
Send us Fan MailDollar pressured from inline CPI report as stocks extend rally. But Fed rate cut expectations pared back slightly ahead of new Fed dot plot. Fed to kickstart central bank bonanza.Risk Warning: Our services involve a significant risk and can result in the loss of y ... Show More
3m 40s
Sep 2022
Markets Fed Up?! 9/16/22
Investors digest Fedex’s wall street warning and await Powell’s next move. What will the Fed do next week? Should you expect a pivot or more pain ahead? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal ... Show More
22m 16s
Nov 2025
1235 - The Fed’s Big Move: Rate Cuts, Quantitative Tightening, and Market Reaction
The Fed cut rates again, but it’s not the cut that moved markets. Let's break down Powell’s latest comments, the end of quantitative tightening, and what it all means for traders heading into December.Register for the Market Mastery Workshophttps://training.tieronetrading.com/mar ... Show More
11m 57s