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.----- Transcript ----- Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fix ... Show More
Aug 5
How Long Can the Fed Hold On?
From short-term interest rates to long-term bond yields, the Fed's credibility is being tested. Global Head of Fixed Income Research Andrew Sheets discussed inflation, Federal Reserve Chair Kevin Warsh's outlook, and the options ahead.Read more insights from Morgan Stanley.----- ... Show More
3m 58s
Oct 2025
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
Nov 2023
Once again, a shutdown looms
Congress is facing yet another government shutdown deadline at the end of this week. If a deal isn’t reached by Friday at midnight, hundreds of thousands of federal workers will stop getting paid, which may have broader economic ramifications. In this episode, we look at what mig ... Show More
29m 40s
Oct 2025
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
Sep 2025
Shutdown deadline, tariffs expand, Spotify CEO exits
US stocks edge lower on the final trading day of Q3, with the S&P 500 (^GSPC) heading for its best September since 2010. According to Washington watchers, investors brace for a potential government shutdown as talks stall in Congress, with odds now above 90%. A shutdown would del ... Show More
21m 34s
Oct 2025
Shutdown showdown: Economic and market impacts explained
<p>In this episode, Samantha Azzarello, head of Content Strategy, is joined by Jay Barry, head of Global Rates Strategy, chief U.S. economist Mike Feroli and Eben Peck from the Federal Government Relations team to discuss the latest developments surrounding the U.S. government sh ... Show More
16m 29s
Oct 2025
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
Sep 2023
Earnings Outlook, Government Shutdown Potential Impacts
Peter Atwater, President of Financial Insyghts, discusses the outlook for earnings and the impact of a possible government shutdown on the business sector. Erik Wasson joins to discuss the latest on a potential shutdown. Steve Case, Chairman and CEO at Revolution, discusses his b ... Show More
44m 28s
<p>As the U.S. government moves closer to a shutdown, we hear what that means for the economy, federal workers and families across the country. </p><p><br></p><p>Read more: </p><p><br></p><p>Congress must agree to a short-term funding bill before an Oct. 1 shutdown, whi ... Show More
