
Michael Gapen
Chief U.S. Economist at Morgan Stanley.
Top 5 podcasts with Michael Gapen
Ranked by the Snipd community

37 snips
Jun 26, 2025 • 11min
Why the Fed Will Cut Late, But Cut More
Michael Gapen, Chief U.S. Economist at Morgan Stanley, dives into the Fed's future actions amidst inflation concerns and a slowing economy. He argues the Fed will hold rates steady initially but will eventually cut more than expected due to factors like tariffs impacting consumer spending. Gapen discusses how increasing oil prices could influence inflation rates and how these dynamics might affect treasury yields and the U.S. dollar. His insights reveal a complex interaction of policies and international events shaping market expectations.

26 snips
Aug 28, 2025 • 9min
Breaking Down the Fed’s New Course
Michael Gapen, Chief U.S. Economist at Morgan Stanley, shares expert insights on the implications of Chair Powell's remarks from the Jackson Hole meeting. He discusses the Fed’s shift toward a more cautious monetary policy, emphasizing the delicate balance between managing inflation and supporting employment. Gapen highlights the potential for gradual interest rate adjustments, considering the uncertainty of economic conditions and recession risks. His in-depth analysis underscores the critical nature of upcoming policy decisions.

20 snips
Sep 18, 2025 • 11min
Weighing Fed Cut Against Jobs and Inflation Risks
In this insightful discussion, Michael Gapen, Chief U.S. Economist at Morgan Stanley, dives into the implications of the Fed's recent rate cut. He analyzes the risks in the labor market highlighted by a significant slowdown in hiring. Gapen emphasizes the delicate balance the Fed must strike between supporting job growth and managing inflation. The conversation also touches on market reactions, exploring how investors are pricing future cuts and adjusting to the changing economic landscape.

20 snips
Aug 1, 2025 • 10min
Why Markets Remain Murky on Tariff Fallout
Join Michael Gapen, Chief U.S. Economist, as he dives into the murky waters of trade policy and tariff impacts on the U.S. economy. He discusses recent trade agreements with Japan and Europe and their potential to stabilize tariffs. Gapen also examines inflation effects on lower and middle-income households and analyzes current tariffs' consequences on GDP and market behavior. His insights help clarify the uncertainty surrounding future trade policies, making it a vital listen for anyone tracking economic trends.

12 snips
Aug 13, 2025 • 11min
Tariffs’ Impact on Economy and Bond Markets
Join Michael Gapen, Chief U.S. Economist, as he delves into the nuanced impact of tariffs on the economy and the bond markets. Gapen discusses how ongoing negotiations have shifted investor focus, with implications for inflation and consumer spending. He reveals how some companies are absorbing costs rather than passing them onto consumers, and examines the potential for Federal Reserve interest rate adjustments in response to economic growth scenarios. The conversation highlights the intricate link between tariffs, fiscal policy, and future financial outcomes.