An extended U.S. government shutdown raises the risk for weaker growth potential. Our Global Head of Fixed Income Research and Public Policy Strategy Michael Zezas suggests key checkpoints that investors should keep in mind.
Read more insights from Morgan Stanley.
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Welcome to Thoughts on the Market. I'm Michael Zezas, Global ... Show More
Oct 2
1222 - Government Shutdown & The Markets | What Traders & Investors Need to Know
The U.S. government shutdown is here—but what does it mean for traders? In this episode, Akil Stokes explains what a shutdown is, why it happens, and how it impacts the markets. From the U.S. Dollar, Gold, and JPY to the upcoming FOMC decision, learn why this time might be differ ... Show More
13m 18s
Sep 2023
The Economy Trifecta This Month (9/18/23)
(9/18/23) Last week's market pressure came from economic numbers; this week, it's the Fed meeting, and the 'will they, won't they' question about raising rates. Most likely, the Fed will hold steady with not rate hike this month. There is an economic trifecta bearing down on mark ... Show More
46m 18s
Oct 1
Government shutdown begins, gold surges, Nike and Buffett deals
The US government has officially shut down after lawmakers failed to reach a funding deal, furloughing 750,000 workers and risking delays to jobs and inflation data critical for the Fed’s next moves. Markets opened Q4 lower, with futures and the dollar slipping while gold rallies ... Show More
22m 55s
Oct 6
Shutdown Showdown Amid Record Highs
The U.S. Government shutdown has done little to scare investors off of ‘Risk Mountain’, as stocks, Bitcoin and Gold are all at record highs. With no end in sight, at what point do investors stop believing that government dysfunction won’t hurt their portfolios, or will something ... Show More
23m 37s
Feb 2022
Will the Fed Be Forced To Make a Move Before March?
The University of Michigan Consumer Sentiment Index for February read 61.7, down from 67.2 in January, well short of a median estimate of 67, and the lowest print since October 2011 – even lower than April 2020, when the global economy was locked down. “To put it bluntly,” notes ... Show More
35m 19s