Technology Revolution
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Morgan Stanley's Slimmon on Excess Liquidity Risks
Youtube· 2025-12-16 14:16
Experience suggests that labor market deterioration can occur quickly and non linearly and be difficult to reverse, in part because monetary policy lags several quarters. A quicker pace of easing policy, as I have advocated, would be appropriate, would appropriately move us closer to a neutral stance. Meanwhile, valuation concerns are bleeding into the emerging market space.MSCI's gauge of EM selling the most in three weeks. So let's get more market action now with Andrew Slimmon, Senior Portfolio Manager a ...
X @The Wall Street Journal
The Wall Street Journal· 2025-11-18 12:10
The AI tech revolution is making us rich and unhappy, writes WSJ’s Greg Ip https://t.co/fXvgVgwowT ...