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Keeping the Faith For A Soft Landing
Episode 1223
Credit likes moderation, and the Fed’s rate cut indicates its belief that the economy is heading for a soft landing. Our Chief Fixed Income Strategis…
1 year, 8 months ago
How Long Until Consumers Feel Rate Cut Benefits?
Episode 1222
Our US Consumer Economist Sarah Wolfe lays out the impact of the Federal Reserve’s rate cut on labor market and consumers, including which goods coul…
1 year, 8 months ago
US Election: The Wait for Clarity
Episode 1221
With the US presidential race being as closely contested as it is, Michael Zezas explains why patience may be a virtue for investors following Electi…
1 year, 8 months ago
One Rate Cut, Many Effects
Episode 1220
From stock price fluctuations to concerns about deflation, the reactions to the Fed rate cut have been varied. But we still need to keep an eye on la…
1 year, 8 months ago
As the Fed Recalibrates, What’s Ahead for Central Banks?
Episode 1219
Our Global Chief Economist, Seth Carpenter, explains why, despite last week’s big Fed move, there’s still plenty of uncertainty in global markets and…
1 year, 8 months ago
Mexico Judicial Reforms Spark Investor Concern
Episode 1218
Our Chief Latin American Equity Strategist explains how potential changes in Mexico’s regulatory approach could have implications for the country’s e…
1 year, 8 months ago
Industrials Outlook ‘Better Than Feared’
Episode 1217
Investors came away from Morgan Stanley’s recent Industrials Conference with a more optimistic outlook than they expected, based on perspectives incl…
1 year, 8 months ago
Presidential Debate Targets Perceptions Over Policy
Episode 1216
While the electoral impact of last week’s US presidential debate is unclear, our Global Head of Fixed Income and Thematic Research offers two guiding…
1 year, 8 months ago
US Elections: The Politics of Healthcare
Episode 1215
Our US Public Policy Strategist explains the potential impact of the upcoming presidential election on the healthcare sector, including whether the o…
1 year, 8 months ago
Markets Readying for a Rate Cut
Episode 1214
With the Federal Reserve poised to make its long-awaited rate cut this week, our CIO and Chief US Equity Strategist tells us why investors have pivot…
1 year, 8 months ago