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.Read more insights from Morgan Stanley.----- Transcript -----Matthew Hornbach: Welcome to Thoughts on the Market. I'm Matthew Hornbach, Global He ... Show More
Jul 31
The Structural Forces Moving Capital
Our Strategist Michelle Weaver talks to Michael Zezas and Jessica Alsford, Co-Directors of the Morgan Stanley Institute, about how AI, energy resilience and industrial policy are changing investment decisions.Read more insights from Morgan Stanley.----- Transcript -----Michelle W ... Show More
8m 40s
Sep 2024
Disposable Jobs
A couple of years ago, when warning of the need to fight inflation, Jerome Powell, Governor of the US Federal Reserve says interest rate would rise and jobs might disappear. Yet, interest rates have risen, and unemployment hasn’t fallen anywhere near as much as expected. So, what ... Show More
37m 2s
Feb 2023
Yet more comments from Jerome Powell
<p>A week after delivering a 25 basis point interest rate hike, Federal Reserve Chairman Jerome Powell welcomed disinflation yesterday, but warned that if we see stronger labour reports, or signs that inflation is creeping back in then “it may well be the case that we have to do ... Show More
7m 38s
Sep 2025
Semi Stocks Diverge… And Jobs Report Impact On The Fed 9/5/25
<p>Nvidia and Broadcom heading in opposite directions, as stocks wrap up the first week of September trading. What the chip stock divergence means for the broader tech trade, and if the jumps and drops will continue. Plus payrolls coming in lighter-than-expected in August, furthe ... Show More
44m 14s
May 2025
Stagflation and the Fed's next move
As the US economy faces a stagflationary shock, how will the Fed navigate this tricky environment? Rob Kaplan, the Vice Chairman of Goldman Sachs and the former president of the Dallas Fed, shares his perspective on how monetary policymakers will navigate slower growth and sticki ... Show More
13m 42s