What’s Next for Japan After Rate Hike?

What do the midterm elections mean for the U.S. economic outlook? Arunima Sinha, from our U.S. and Global Economics teams, examines the potential implications for policy, legislation and the broader economic landscape.Read more insights from Morgan Stanley.----- Transcript ----- ... Show More

Our CIO and Chief U.S. Equity Strategist Mike Wilson examines signs that the current market correction could be nearing an end.Read more insights from Morgan Stanley.----- Transcript ----- Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief U.S. Equ ... Show More

For investors, the U.S. election was only one part of a much bigger equation. Our Global Head of Fixed Income Andrew Sheets discusses the balance of risks after the midterm results.Read more insights from Morgan Stanley.----- Transcript ----- Andrew Sheets: Welcome to Thoughts on ... Show More

<p>After the US Federal Reserve raised interest rates by a quarter of a percentage point and the European Central Bank followed suit, it was the Bank of Japan’s turn to announce its policy decisions this morning. While leaving its monetary policy unchanged, it signalled a looseni ... Show More

Why did Japan’s interest rate hike have such a big impact on the U.S. stock market? Earlier this month I discussed the stock market chaos that led to a sharp drop in prices. I mentioned that Japan’s decision to raise interest rates played a part in this, but how? This episode I’m ... Show More

After being sidelined by coronavirus, Weston Nakamura returns to Market Depth with charts and graphics to discuss the Japanese yen edging ever closer to the critical 145 level against USD - currently the single most important market and price level anywhere, as markets are on Jap ... Show More

<p>Yesterday the US Federal Reserve hiked interest rates by 0.75% in another hawkish pivot in their on-going quest to tame inflation. They also said they intend to raise interest rates a further 1.75% across their remaining four meetings in 2022</p><br><p>We discuss the market fa ... Show More

<p>Equity markets rallied after Bank of Japan Deputy Governor Uchida talked down the Japanese yen - but the rally faded into the US close as investors realised that more economic challenges may lie ahead. Nicolas Jordan, CIO Office, explains how our investment strategy is affecte ... Show More

<p>Jerome Powell warned yesterday that the “the ultimate level of interest rates is likely to be higher than previously anticipated”, which set in motion a sell-off in stocks and bonds and saw the dollar stage a rally. Asia (ex Japan) followed suit with the added downward impetus ... Show More

Last month, Japan's central bank raised interest rates for the first time in 17 years. That is a really big deal, because it means that one of the spookiest stories in modern economics might finally have an ending. Back in the 1980s, Japan performed something of an economic mirac ... Show More