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Michael Gapen

Chief U.S. Economist at Morgan Stanley.

Top 3 podcasts with Michael Gapen

Ranked by the Snipd community
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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.
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21 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.
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20 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.

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