A New Bull Market Begins?
Morgan Stanley’s CIO and Chief U.S. Equity Strategist Mike Wilson discusses the outlook for U.S. stocks after Friday's nonfarm payroll data reinforced the thesis of a transition from a rolling recessi...
8 Sep 20254min
Why the U.S. Dollar Still Smiles
Our G10 FX Market Strategist Andrew Watrous challenges the prevailing market view on the U.S. dollar, reaffirming the relevance of Morgan Stanley’s "dollar smile" framework. Read more insights from Mo...
5 Sep 20255min
Walking a Narrow Economic Path
Our Head of Corporate Credit Research Andrew Sheets discusses the scenarios markets may face in September and for the rest of the year, as the Federal Reserve weighs interest rate cuts amidst slowing ...
4 Sep 20253min
Why a Fed Pivot Could Trigger Volatility
Fed Chair Jay Powell’s speech at Jackson Hole underscored the central bank’s new focus on managing downside growth risks. Michael Zezas, our Global Head of Fixed Income Research and Public Policy Stra...
3 Sep 20253min
Are Agency Mortgage-Backed Securities Making a Comeback?
Our Co-Heads of Securitized Products Research Jay Bacow and James Egan explain why the macro backdrop could be changing in favor of agency mortgages after the Fed’s annual meeting in Jackson Hole. Rea...
2 Sep 20255min
Market Outcomes of Fed’s New Course
In the second of a two-part episode, our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach talk about how Treasury yields and the U.S. dollar could react to the pos...
29 Aug 20259min
Breaking Down the Fed’s New Course
In the first of a two- part episode, our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach discuss the outcome of the Jackson Hole meeting and the outlook for the U...
28 Aug 20259min
Could a Fed Rate Cut Affect Credit Quality?
Our Head of Corporate Credit Research Andrew Sheets discusses why a potential start of monetary easing by the Federal Reserve might be a cause for concern for credit markets. Read more insights from ...
27 Aug 20254min
