The Impact of Central Bank Pivots
Our CIO and Chief US Equity Strategist Mike Wilson takes a closer look at the potential ramifications of the sharp central bank policy shifts in the U.S., Japan and China.----- Transcript -----Welcome...
30 Sep 20244min
Keeping the Faith For A Soft Landing
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 Strategist warns that markets still need to keep an eye on i...
27 Sep 20244min
How Long Until Consumers Feel Rate Cut Benefits?
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 could see a rise in spending over the next year.----- T...
26 Sep 20244min
US Elections: The Wait for Clarity
With the US presidential race being as closely contested as it is, Michael Zezas explains why patience may be a virtue for investors following Election Day. ----- Transcript -----Welcome to Thoughts o...
25 Sep 20242min
One Rate Cut, Many Effects
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 labor data, says Mike Wilson, our CIO and Chief US Eq...
24 Sep 20244min
As the Fed Recalibrates, What’s Ahead for Central Banks?
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 questions about how other central banks will respo...
23 Sep 20245min
Mexico Judicial Reforms Spark Investor Concern
Our Chief Latin American Equity Strategist explains how potential changes in Mexico’s regulatory approach could have implications for the country’s equity markets.----- Transcript -----Welcome to Thou...
20 Sep 20243min
Industrials Outlook ‘Better Than Feared’
Investors came away from Morgan Stanley’s recent Industrials Conference with a more optimistic outlook than they expected, based on perspectives including freight transportation’s momentum and AI’s im...
19 Sep 20248min
