All Eyes on Jobs Data

Markets have remained resilient despite the prospect of higher-for-longer rates. Our Global Head of Fixed Income Research Andrew Sheets considers the risks building beneath the surface.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts ... Show More

U.S. mortgage rates are hovering around their highest levels in three years. Morgan Stanley Co-Heads of Securitized Products Research Jay Bacow and James Egan examine the forces keeping homeowners locked in and buyers priced out of the housing market.Read more insights from Morga ... Show More

The AI investment boom has been a defining force in markets. Our Head of Public Policy Research Ariana Salvatore looks at whether the U.S. midterm elections could change the spending and policies behind it.Read more insights from Morgan Stanley.----- Transcript -----Ariana Salvat ... Show More

<p>After US Treasuries and the S&amp;P 500 index advanced for a fourth consecutive month in August, investors brace for September, a typically challenging month for markets, ahead of crucial US jobs data due on Friday. A significant shift to the far right in German state election ... Show More

<p>On today’s show we are looking at the underlying data that is being used as central in the narrative about the health of our economy and the flight against inflation. </p> <p>The message out of the White House and the Fed is that the economy is strong, too strong even. Look at ... Show More

When you listen to J Powell speak from the podium at the FOMC meeting he typically talks about managing the Fed’s dual mandate to maintain price stability and to maximize employment. The past several years have been focused on taming inflation. Core PCE inflation measured 0.3% fo ... Show More

Strong US jobs data revived the Federal Reserve (Fed) hawks on Friday. The US 10-year yield jumped, and the US dollar gained. Gold gave back a part of gains, and US stocks closed in the negative, although the three major US indices closed the first week of August in the positive. ... Show More