The Fed, Football and the Price of Ambiguity

Thoughts on the Market by Morgan Stanley

Sep 10, 202600:05:01Business

Our Global Head of Fixed Income Research Andrew Sheets discusses when markets may not adequately compensate investors for uncertainty around themes like Fed policy, AI financing and energy supply. Read more insights from...

Related Episodes

Continue listening to more episodes from Thoughts on the Market.

The Mid-Cycle Shift Equity Investors Shouldn’t Miss

Sep 15, 2026 - 00:05:21

Our CIO and Chief U.S. Equity Strategist Mike Wilson breaks down how the market is transitioning to a mid...

Patients Are Taking the Driver's Seat in Healthcare

Sep 14, 2026 - 00:08:50

Healthcare companies are rethinking their business models as patients gain more control over how they acc...

Why the Middle-Class Squeeze Is Getting Worse

Sep 11, 2026 - 00:11:13

Heather Berger of the U.S. Economics Team hosts Wealth Management Senior Economist and Strategist Sarah W...

Can the AI Spending Boom Pay Off?

Sep 9, 2026 - 00:05:06

Big Tech is pouring more than $1.4 trillion into AI, prompting investors to ask: Is it worth it? Our U.S....

AI Debt Starts Moving the U.S. Treasurys Market

Sep 8, 2026 - 00:09:04

U.S. Treasurys are the foundation of the bond market. But our strategists Matthew Hornbach and Vishy Tiru...

What Could Shake Up Markets in September?

Sep 4, 2026 - 00:03:30

Investors have plenty to digest this month, from economic data to central-bank decisions. Our Global Head...

Why Oil Prices Could Rise to $100 Again

Sep 3, 2026 - 00:05:30

Our Global Commodities Strategist Martijn Rats explains how tightening supply and shrinking buffers are p...

3 Policy Catalysts to Watch This Fall

Sep 2, 2026 - 00:10:26

Midterm elections, backlash against data centers and a U.S.-China summit. Michael Zezas and Ariana Salvat...