logo
episode-header-image
Oct 2024
8m 13s

What Does The Fed Rate Cut Mean For Mort...

MORGAN STANLEY
About this episode
Mortgage rates aren’t directly influenced by Federal Reserve policy. However, the Fed’s recent cut likely will have a domino effect on the US housing market, say our Co-Heads of Securitized Products Research Jay Bacow and James Egan. 
Up next
Nov 21
AI Capex Boom Puts Credit Markets to the Test
<p>As market murmurs about an AI bubble, our Head of Corporate Credit Research Andrew Sheets offers some perspective on the impacts of the increasing demand for debt.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" rel="noopener ... Show More
4m 11s
Nov 20
2026 Global Outlook: Micro Themes Take the Spotlight
<p>Live from Morgan Stanley’s Asian Pacific Summit, our Chief Fixed Income Strategist Vishy Tirupattur explains why micro trends are likely to be more on focus than macro shocks next year.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insight ... Show More
4m 48s
Nov 19
2026 U.S. Outlook: The Bull Market’s Underappreciated Narrative
<p>Our CIO and Chief U.S.&nbsp;Equity Strategist Mike Wilson explains why he continues to hold on to an out-of-consensus view of a growth positive 2026, despite near-term risks.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" re ... Show More
5m 27s
Recommended Episodes
Sep 2024
Bank of Canada Drops Interest Rates
<p>On today’s show we are seeing another central bank drop their benchmark lending rate. The Bank of Canada dropped its benchmark interest rate for the third time in a row, leaving the rate at 4.25%. This is in stark contrast to the US Fed Funds rate which remains at 5.25%-5.5%.< ... Show More
5m 11s
Sep 2024
Is the Fed’s Plan to Avoid a Recession Working?
<p>Preston Caldwell, senior US economist for Morningstar Research Services, discusses why the Federal Reserve made an aggressive interest-rate cut now. And what these lower rates mean for borrowers.</p><p>Morningstar’s Take on the Federal Reserve’s First Interest-Rate Cut in 2024 ... Show More
19m 29s
Jun 2023
The Lock In Effect
<p>On today show we’re taking a look at a major shift in the rental housing market. This change is a direct result of the rapid increase in interest rates. A lot has been written in recent months about the so-called lock in effect. I recently attended a talk by Dr. Doug Duncan, c ... Show More
5m 33s
Jun 2023
Can The Banks Survive Another Rate Increase?
<p>On today’s show we are talking about the coming financial crisis. You might be wondering how I can say that. We are not seeing more bank failures since the failure of First republic Bank. </p> <p>We are seeing signs of it creeping into the news headlines. Yesterday’s Wall Stre ... Show More
6m 9s
Sep 29
The housing market is "locked in"
Pending home sales rose in August, boosted by a slight drop in mortgage rates. Overall, though, the market remains sluggish — owners don't want to give up their locked-in low rates and buyers are waiting to see if rates and other costs will cool. Also in this episode: Banks respo ... Show More
25m 40s
Sep 18
How I'm Interpreting The Rate Announcements
On today’s show we are going to take a look at the Federal Reserve’s announcement on Wednesday of this week. There has been lots covered about this on virtually every news channel. What I'm covering hopefully is different from what you might be hearing. All eyes were on the Feder ... Show More
5m 27s
Aug 5
Mortgage Rates Drop to 10-Month Low
Mortgage rates just hit a 10-month low, giving buyers a brief window to increase their purchasing power—but that opportunity may not last. Meanwhile, in Washington, D.C., inventory is rising fast as former federal workers list their homes amid job cuts and economic uncertainty. I ... Show More
7m 2s
Mar 2024
VREP #411 | A How-to Guide for Navigating the 2024 Mortgage Market with Alex Mcfadyen
Let’s face it - navigating the last few years of interest rate hikes in the mortgage market has not been easy. But, as the Bank of Canada gets inflation under control, and we start to see real opportunities in the real estate market, it’s time to strategize around financing and c ... Show More
1h 3m