Thoughts on the Market

Is the Fed Behind the Curve?

6 snips
Aug 29, 2024
Seth Carpenter, Morgan Stanley’s Global Chief Economist, and Andrew Sheets, Head of Corporate Credit Research, dive into the Federal Reserve's current stance amid economic turbulence. They explore whether the Fed is lagging on interest rates and the implications of upcoming cuts. Insights from the Jackson Hole conference highlight challenges in balancing inflation with growth risks. The duo also analyzes market reactions to potential rate adjustments, emphasizing the intricate connection between Fed policy and investor sentiment.
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