Pivoting Your Playbook (Encore)

Today, we’re continuing to bring you the “Best of” Access & Opportunity by revisiting one of our favorite conversations, with Nely Galán. Nely embodies the ethos of Access & Opportunity. She’s a savvy woman of color in business who’s written her own story by betting on herself ti ... Show More

Today, we’re revisiting our 2021 conversation with educator Betsy Mayotte to discuss how having the right information at the right time can make navigating the student financing industry more manageable. But first we'll hear from Farrukh Siddiqui, an entrepreneur whose company us ... Show More

Today, we’re revisiting Carla's 2022 conversation with Kara Nortman, a venture capitalist who started a National Women's Soccer League team, to make a playbook for all women’s sports leagues to win by. But first we'll hear from WNBA star Nneka Ogwumike, President of the Women’s N ... Show More

<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

<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&nbsp;<a href="https://www.morganst ... Show More

<p>Economic data looks backward while equity markets are looking ahead. Our CIO and Chief U.S.&nbsp;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

<p>As the S&amp;P 500 continues to rally, our CIO and Chief U.S. Equity Strategist Mike Wilson discusses three factors that could lead to a stock market correction in the near term.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607 ... Show More

<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.&nbsp;</p><p>Read ... Show More

<p>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.</p><p><br></p><p>----- Transcript -----</p> ... Show More

<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