Fed Signals Inflation Fight Isn’t Over
Our Global Head of Macro Strategy joins our Chief U.S. Economist to discuss the Fed’s recent rate cut and why persistent inflation is likely to slow the pace of future cuts.----- Transcript -----Matth...
19 Des 20249min
Banking on Deregulation
Of all of the potential policy changes from the incoming U.S. presidential administration, deregulation could have the most significant impact on markets. Our Chief Fixed Income Strategist explains wh...
18 Des 20243min
The Calm Before the Storm?
Our Global Chief Economist explains why a predictable end to 2024 for central banks may give way to a tempestuous 2025.----- Transcript -----Welcome to Thoughts on the Market. I'm Seth Carpenter, Morg...
17 Des 20244min
How Investors Can Best Position for 2025
Our CIO and Chief U.S. Equity Strategist recaps how equity markets have fared in 2024, and why they might look more conservative early in the new year.----- Transcript -----Welcome to Thoughts on the ...
16 Des 20244min
Why the Airline Industry Could Take Off in 2025
After an up-and-down 2024 for the U.S. airlines industry, our Freight Transportation & Airlines Analyst Ravi Shanker explains why he is bullish about the sector’s trajectory over the next year.----- T...
13 Des 20243min
Could Private-Label Products Transform Retail?
Our U.S. Retail Analyst Simeon Gutman discusses shoppers’ embrace of a private labels super cycle and how changing consumer behavior could fundamentally change grocery and discount retailers.----- Tra...
12 Des 20244min
What Could Go Wrong for Corporate Credit?
Our Head of Corporate Credit Research Andrew Sheets explains why corporate credit may struggle in 2025, including the risks of aggressive policy shifts in the U.S. along with political and structural ...
11 Des 20244min
How Equity Markets Are Feeling About 2025
Our CIO and Chief U.S. Equity Strategist says that while equity market activity suggests a measured level of optimism about 2025, the questions around tariffs and inflation have tempered expectations....
10 Des 20244min
