Jun 26

The Warsh Effect on Mortgages

Although markets may recalibrate to a different policy playbook under the new Fed chair Kevin Warsh, housing could remain in a holding pattern. Our co-heads of Securitized Products Research Jay Bacow and James Egan explain why.Read more insights from Morgan Stanley.----- Transcri ... Show More

6m 2s

Jun 24

What a Quieter Fed Could Mean for Markets

In his first meeting as Fed Chair, Kevin Warsh signaled restraint in providing guidance. Our Global Head of Fixed Income Research Andrew Sheets looks at possible impacts of the new approach.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Tho ... Show More

3m 52s

Jun 23

The Obstacles to Buying a First Home

First-time homebuyers may get short windows of relief, but our co-head of Securitized Products Research James Egan and Senior Economist and Strategist in Morgan Stanley's Private Wealth Management Sarah Wolfe say the bigger story is a housing market resetting around a higher bar ... Show More

12m 53s

Apr 2024

What Does 3.5% Inflation Really Mean?

<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

6m 38s

Aug 2024

Wellington's Khurana: Broad election results will impact bond yields for years

Brij Khurana, fixed income portfolio manager at Wellington Management, says that if either political party sweeps the election in November -- winning the presidency and control of Congress and the Senate -- the result will be higher bond yields, because the market will price in g ... Show More

1h 1m

Mar 2025

Market Volatility Raises Risk-On or Risk-Off Question

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams discusses that while the cues from S&P 500 earnings generally support the outlook for stocks this year, the market's tolerance for risk is being ... Show More

34m 9s

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

Aug 2021

US yields jump, gold dives ahead of US inflation!

Asian stock markets kicked off the week on a positive note, although the US indices had nothing more exciting than mixed performance after the announcement of strong jobs data on Friday. The US jobs data gave a small boost to the Dow and the S&P500 which closed Friday’s session 0 ... Show More

10m 42s

Aug 2019

Why Les Nanberg expects a recession before this year ends

Les Nanberg of Cornerstone Wealth Management in Boston said he sees big slowdowns in economic activity around the world, including the United States, and ntoed that itnerest rate cuts will not do much to stem weakness, especially with a trade war making growth and recovery more d ... Show More

59m 38s

Aug 2022

Turkish lira is a time bomb!

The Norwegian central bank raised the interest rates by 50bp yesterday and said that there will be a similar move in September, to tackle the soaring inflation in Norway. The Philippines hiked by 50bp as well, to cool inflation. The Federal Reserve (Fed) minutes released this Wed ... Show More

10m 19s

Aug 2025

178. Emergency Episode: Is This The End of the Federal Reserve?

Send us Fan MailIn this emergency episode of The Skinny on Wall Street, Kristen and Jen dive into the breaking news that President Trump has moved to fire Federal Reserve Governor Lisa Cook over accusations of mortgage fraud. Using this moment as a springboard, they break down th ... Show More

34m 29s

Feb 2016

Scott Nations Claims Peter Schiff Was Never Right – Ep. 140

* It was another volatile day in the U.S. stock market, with the Dow swinging from positive to negative to positive to finally closing negative, but well off the lows and the highs of the day * The NASDAQ was only down about 15; the Dow down about 12 points * The real action was ... Show More

34m 39s

Feb 2024

‘Fed does not need to cut rates early spring’ – Versace

‘The US Federal Reserve does not need to cut interest rates in March or even in early spring,’ Chris Versace, Tematica CIO tells IG’s @AngelineOng ‘because the economic data coming through indicates the US economy is still at risk of rising inflation’. Versace also explains why c ... Show More

5m 48s

Consumer Confidence and the U.S. Midterm...