About this episode
Jun 1
Investing in a Divergent Economy
Two weeks ago, Sari and I took a vacation - an extended road trip down the East Coast as far as Charleston and then inland back to New York through the Appalachians. On a long driving stretch on the way back, we stopped at a Jersey Mike’s just off the highway for some much needed ... Show More
13m 19s
May 25
Five Scenarios for the Federal Debt
The Financial Accounts of the United States is a quarterly Federal Reserve publication containing a great many large numbers but very little commentary, presumably because the authors feel the numbers speak for themselves. And the numbers do speak rather loudly.
17m 8s
May 4
Quarter Days and the Economic Outlook
In 19th century English novels, so-called “quarter days” often provided a chronological backdrop to the plot. A relic of medieval times, the quarter days were Lady Day (March 25th), Midsummer Day (June 24th), Michaelmas (September 29th) and Christmas Day (December 25th). These we ... Show More
14m 31s
Aug 2025
Higher Bar for September Rate Cut
<p>There’s a dichotomy between the pace of job growth and the unemployment rate. Our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach analyze how the Fed might address this paradox.</p><p><br></p><p>Read more <a href="https://www.morganst ... Show More
10m 52s
Aug 2024
Lots More: Did the Fed Just Make a Policy Mistake?
This week, the Federal Reserve opted to keep interest rates unchanged while suggesting that it could cut as soon as September. But there's an ongoing discussion about whether or not the Fed is behind the curve, with some of the most recent data suggesting that the economy is alre ... Show More
26m 8s
Sep 2025
Can the Fed’s Move Boost Global Credit?
<p>With this week’s announcement of a rate cut and further cuts in the offing, the Fed seems willing to let the U.S. economy run a little hot. Our Head of Corporate Credit Andrew Sheets explains why this could give an unexpected boost to the European bond market. </p><p>Read ... Show More
3m 47s
Aug 2025
Why Stocks Get Ahead of the Fed
<p>Economic data looks backward while equity markets are looking ahead. Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why this delays the Federal Reserve in both cutting and hiking rates – and why this is a feature of monetary policy, not a bug.</p><p><br></p ... Show More
4m 10s
Apr 2024
What Does 3.5% Inflation Really Mean?
<p>On today’s show we are taking a look at the Macro economy. The bureau of Labor and Statistics published the latest CPI data which came in a bit hotter than expected. This is implying that the Fed will need to keep interest rates higher for longer to combat inflation. The Fed k ... Show More
6m 38s
Sep 2025
The Week in Markets: AI – enhancing profitability, disrupting employment
The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving M ... Show More
15m 12s
Oct 2023
Seth Carpenter: Are Higher Rates Permanent?
<p>The recent rise in long term yields and economic tightening raises the question of how restrictive U.S. financial conditions have become.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Chief Global Economis ... Show More
3m 22s
Sep 2024
Markets Readying for a Rate Cut
4m 25s
Feb 2024
Three Reasons the U.S. Consumer Outlook Remains Strong
2m 48s
Nov 2024
Global Outlook: What’s Ahead for Markets in 2025?
10m 17s
On Wednesday of next week, the Federal Reserve will almost certainly embark on its long-anticipated easing cycle. However, whether the first cut in the federal funds rate is 25 or 50 basis points is still very much in doubt. This is a crucial question for the economy and financial markets since a 50 basis point cut might well do more harm than good if busine ... Show More
<p>With the Federal Reserve poised to make its long-awaited rate cut this week, our CIO and Chief US Equity Strategist tells us why investors have pivoted their concerns from high inflation to slowing growth. </p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome ... Show More
<p>Despite a likely softening of the labor market, U.S. consumer spending should remain healthy for 2024.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>Welcome to Thoughts on the Market. I’m Sarah Wolfe from the US Economics Team. Along with my colleagues bringing you ... Show More
<p>On the first part of a two-part roundtable, our panel discusses why the US is likely to see a slowdown and where investors can look for growth.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p><strong>Vishy Tirupattur:</strong> Welcome to Thoughts on the Market. I ... Show More
