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Thoughts on the Market — The Fed’s Next Moves After Mixed Data
Not scored yet4m·2025-08-20·Money

The Fed’s Next Moves After Mixed Data

Thoughts on the Market · 1451

Markets have already priced in a Fed cut, given the mixed economic data in the July labor and CPI prints. Our Global Economist Arunima Sinha makes the case for why we’re standing by our baseline call for a higher bar for a rate cut. Read more insights from Morgan Stanley. ----- Transcript ----- Arunima Sinha: Welcome…

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