August 8, 2025 07:27 AM GMT Investor Presentation | Japan M Foundation Japan Summer School: Global Economy Outlook Our Global Macro View: Which Economic Indicators Matter? Understanding the global economy requires careful interpretation of various macroeconomic indicators. In this session, we will share our global macro outlook and explain how we assess the significance of key economic data. Morgan Stanley MUFG Securities Co., Ltd. Chiwoong Lee Principal Global Economist Chiwoong.Lee@morganstanleymufg.com + ...

The road to lower interest rates in the US is turning smoother, but some sizeable bumps remain https://t.co/8BMkoCFPj2 ...

We haven't really talked about the Bank of England decision yet. Yesterday, an astounding two rounds of voting. This also coincides with a bank cycle, a vote that was also a split vote.Seems like monetary policy is not clear on what to do here. Now, I think uncertainty is one of the key words that we're hearing all around at the moment. Bank of England yesterday, they really couldn't decide.It was a very, very finely tuned decision, as Andrew Bailey has it afterwards with, you know, you had quite of the Mon ...

Hungary’s inflation rate dropped less than expected due to rising food and energy costs, bolstering arguments for the central bank’s monetary-policy caution https://t.co/a8aKUYwZii ...

What do you think about Friday was a whole mess of crazy news, starting with the jobs number, but then firing the BLS chief And yeah, how bad is the labor situation. So we felt and I've been saying for some time that hiring is down to stall speed. That's been true, I think, for the last few months.The reason the unemployment rate is so low is not that businesses are are firing. They're not, but they're not hiring either. And so and we're losing labor supply because of the immigration policies.So I agree wit ...

💥BREAKING:🇬🇧 BANK OF ENGLAND CUTS RATES TO 4%FED MUST BE NEXT! ...

A Reserve Bank of India panel recommended that the central bank take a more flexible approach to managing how it provides money to lenders https://t.co/P1mkhxkUwy ...

August 1, 2025 04:37 PM GMT US Economics Weekly | North America It's the unemployment rate The Fed said slower employment growth need not signal weakness so long as labor supply slows by a similar amount, keeping the unemployment rate low. Powell said the unemployment rate is a better gauge of maximum employment than payrolls or growth in economic activity. M Idea Morgan Stanley & Co. LLC Michael T Gapen Chief US Economist Michael.Gapen@morganstanley.com +1 212 761-0571 Sam D Coffin Economist Sam.Coffin@mor ...

3.0 3.5 4.0 4.5 5.0 5.5 -100 -50 0 50 100 150 200 250 300 350 Jan-24 Mar-24 May-24 Jul-24 Sep-24 Nov-24 Jan-25 Mar-25 May-25 Jul-25 Sep-25 Nov-25 Jan-26 Mar-26 May-26 Jul-26 Sep-26 Nov-26 Total nonfarm payrolls (000s) Unemployment rate -0.1 0.0 0.1 0.2 0.3 0.4 0.5 0.6 Jan-24 Mar-24 May-24 Jul-24 Sep-24 Nov-24 Jan-25 Mar-25 May-25 Jul-25 Sep-25 Nov-25 PCE inflation (m/m, %) Core Headline MS Forecast Source: BEA, BLS, Morgan Stanley Research August 4, 2025 04:01 AM GMT Global Economic Briefing The Weekly Worl ...

First of all, I'm not going to let the BLS off the hook. I mean, you know, you talk about how to fix it. You know, make these questionnaires mandatory and give them a time limit to fill it out.Um, you know, I mean, I think the the the response rates down to 60%. I mean, that's un unacceptable for the most important statistic that we have. It's almost like we're sending them out, you know, fill it out when you can.We know you like to go to the beach in the summer, so it might be a little bit late. Um, you kn ...