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Thoughts on the Market — Why Fed Rate Cuts Could Be Pushed Back
Not scored yet11m·2026-03-26·Money

Why Fed Rate Cuts Could Be Pushed Back

Thoughts on the Market · 1607

Our Global Head of Macro Strategy Matthew Hornbach and our Chief U.S. Economist Michael Gapen discuss how oil prices, tariffs and inflation expectations are raising the bar for rate cuts by the Fed, and markets’ response to the new scenario. Read more insights from Morgan Stanley. ----- Transcript ----- Matthew…

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