logo
episode-header-image
Mar 2021
3m 8s

Andrew Sheets: Inflation - When to Turn ...

MORGAN STANLEY
About this episode

The expectation of increased inflation is stirring concerns among investors, but the actual market for expected inflation suggests the Fed is on the right track.

Up next
Oct 10
An Unprecedented Wave of Inheritances Is Coming
Our U.S. Thematic and Equity Strategist Michelle Weaver discusses how the largest intergenerational wealth transfer in history could reshape saving, spending and investment behavior across America.Read more insights from Morgan Stanley.----- Transcript ----- Michelle Weaver: Welc ... Show More
3m 31s
Oct 9
Lessons From a Bond Issued 90 Years Ago
Diving into the history of Morgan Stanley’s first bond deal, our Head of Corporate Credit Research Andrew Sheets explains the value of high-quality corporate bonds.Read more insights from Morgan Stanley.----- Transcript ----- Andrew Sheets: Welcome to Thoughts on the Market. I'm ... Show More
4 m
Oct 8
When Will the Shutdown Affect Markets?
An extended U.S. government shutdown raises the risk for weaker growth potential. Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas suggests key checkpoints that investors should keep in mind.Read more insights from Morgan Stanley.----- Transcript ... Show More
3m 16s
Recommended Episodes
Dec 2023
Macro Update: The Flip Side of Inflation
As inflation trends downward, should investors plan for a lower interest rate environment in 2024 — and even the possibility of deflation? 
22m 9s
May 2023
US inflation beats forecasts, prices remain high
The price of goods and services in the US remains high but inflation was slightly weaker than forecast in April, bolstering hopes that the Federal Reserve’s interest rate increases are taking effect. (Picture: People at a food bank in the US. Credit: Getty Images.) 
50m 23s
Dec 2023
UBS On-Air: Paul Donovan Daily Audio 'Central banks keep tightening (involuntarily)'
European and US inflation numbers again surprised the markets by coming in lower than expected. The ending of the 2021–22 transitory inflation was very rapid (in the US, durable goods inflation went from record high to deflation within nine months). It may be that the ending of p ... Show More
4m 30s
May 2023
US inflation beats forecasts but remains high
US inflation eases slightly as the Federal Reserve’s interest rate increases take effect. 
27m 11s