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Thoughts on the Market — Higher Bar for September Rate Cut
Not scored yet10m·2025-08-05·Money

Higher Bar for September Rate Cut

Thoughts on the Market · 1440

There’s a dichotomy between the pace of job growth and the unemployment rate. Our Chief U.S. Economist Michael Gapen and Global Head of Macro Strategy Matthew Hornbach analyze how the Fed might address this paradox. Read more insights from Morgan Stanley. ----- Transcript ----- Matthew Hornbach: Welcome to Thoughts on…

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