2024 US Elections: Inflation’s Possible ...

Our Chief LatAm Equity Strategist Nikolaj Lippmann discusses why Latin America may be approaching a rare “Spring” moment – where geopolitics, peaking rates, and elections set the scene for an investment-led growth cycle with meaningful market upside.Read more insights from Morgan ... Show More

Our Global Head of Fixed Income Research Andrew Sheets and Global Chief Economist Seth Carpenter unpack the inner workings of the Federal Reserve to illustrate the challenges that Fed chair nominee Kevin Warsh may face.Read more insights from Morgan Stanley.----- Transcript ----- ... Show More

Our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen discuss the path for U.S. interest rates after the nomination of Kevin Warsh for next Fed chair.Read more insights from Morgan Stanley.----- Transcript -----Matthew Hornbach: Welcome to Thou ... 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

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

Asian stock markets kicked off the week on a positive note, although the US indices had nothing more exciting than mixed performance after the announcement of strong jobs data on Friday. The US jobs data gave a small boost to the Dow and the S&P500 which closed Friday’s session 0 ... Show More