2024 US Elections: Inflation’s Possible ...

Our Global Head of Fixed Income Andrew Sheets and Head of U.S. Credit Strategy Vishwas Patkar discuss what’s driving record debt issuance and growing worries about private credit.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on th ... Show More

Our Global Head of Macro Strategy Matthew Hornbach and our Chief U.S. Economist Michael Gapen discuss how oil prices, tariffs and inflation expectations are raising the bar for rate cuts by the Fed, and markets’ response to the new scenario.Read more insights from Morgan Stanley. ... Show More

Our Head of Public Policy Research Ariana Salvatore breaks down what’s being discussed by policymakers around the world to try to cap the oil price spike. Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I’m Ariana Salvatore, Head of ... Show More

<p>On today’s show we are taking a look at what the US might look like post election. The race is probably too close to call. The left leaning media are predicting a Harris victory and the right leaning media are predicting a Trump victory. Anyone who says they know definitively ... Show More

Almost a month since ‘liberation day’, the potential impacts of President Donald Trump’s tariff regime are starting to sink in. US hard data isn’t yet showing much negative impact from changes to US trade policy – but economists are gloomy on US growth prospects. The IMF last wee ... Show More

<p>It's been a time of tumult on Wall Street – at the hands of the White House.</p> <p>US President Donald Trump made his plans for tariffs known on the campaign trail, but their scale has taken the world by surprise.</p> <p>The sweeping tariffs sent global markets into chaos. Th ... Show More

The Federal Reserve is expected to make a modest cut to interest rates this week of about a quarter or half a percentage point. President Trump, however, believes they should take a far more aggressive approach: a 3-percentage point cut. Today on the show, we examine what a 3-per ... Show More

<p><strong>Notes from James:</strong></p> <p>I’ve been seeing a ton of misinformation lately about tariffs and inflation, so I had to set the record straight. People assume tariffs drive prices up across the board, but that’s just not how economics works. Inflation happens when m ... Show More

President Donald Trump told reporters last night that he doesn’t want stocks to go down but that “sometimes you have to take medicine to fix something.” A key matter is whether 10% across-the-board tariffs — and country-specific ones as high as 49% — are permanent, considering th ... Show More

Investors are bracing for more political chaos after last week's tariff wars which tripped up sentiment, sending the dollar higher and Gold to record levels. Why the strong dollar is pinching corporate profits inside the biggest companies in the world, and what they are saying ab ... Show More

The Federal Reserve's preferred inflation gauge, the Personal Consumption Expenditures index, showed on Friday that prices increased in August, rising 0.3%, and the annual rate moved up to 2.7%. This data from the Commerce Department comes as the Federal Reserve tries to navigate ... Show More

The minutes of the January Federal Reserve meeting gave a cautious policy outlook. Nervousness about the economic consequences of US President Trump’s policies was clear. In particular, the potential for Trump to ignite a further wave of inflation was cited. Companies seem more w ... Show More

Yesterday’s US consumer price data provoked some unease in bond markets. This is mainly the fault of Federal Reserve Chair Powell—not because Powell’s policies drove inflation higher, but because Powell’s “data dependency” mantra means markets overreact to any data point. Egg pri ... Show More