Chief U.S. Economist, Morgan Stanley
Verified interview transcripts, podcast appearances, and direct quotes from Michael Gapen, Chief U.S. Economist at Morgan Stanley. AI-verified speaker identity with full-text searchable transcripts.
Our Global Head of Macro Strategy Matthew Hornbach joins our Chief U.S. Economist Michael Gapen to discuss the Fed's ...... on the Market i'm Matthew Hornbach global head of macro strategy at Morgan Stanley and I'm Michael Gapen Morgan Stanley's ...
Ed Elson is joined by Gil Luria to break down earnings from Microsoft and Meta, and what the disparate results reveal about what’s next for the AI trade. Then, Mike Gapen returns to discuss the Federal Reserve’s interest rate decision and why he thinks rates might stay stagnant for the rest of the year. Finally, Ed gives his take on FIFA’s decision to sell its profits. Gil Luria is the Head of Technology Research at D.A. Davidson. Mike Gapen is the managing director and Chief U.S. Economist at Morgan Stanley. Timestamps 00:00 - Intro 00:45 - Market Vitals 01:19 - Meta and Microsoft Earnings…
Our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen unpack what is likely to influence this week’s interest rate decision by the Fed. Read more about this episode: https://mgstn.ly/4x9PBVv Never miss a Morgan Stanley video. Subscribe to our YouTube channel now: https://mgstn.ly/4rf2Txj _________________________________________________________________________ Or you can subscribe to Thoughts on the Market directly on Apple or Spotify. Apple Podcasts: https://mgstn.ly/3Kpzs8r Spotify Podcasts: https://mgstn.ly/3KqqpE2
Robert Feldman and Michael Gapen discuss how AI could reshape growth, labor markets and productivity in the U.S. and Japan. Read more about this episode: https://mgstn.ly/4vlXRQU Never miss a Morgan Stanley video. Subscribe to our YouTube channel now: https://mgstn.ly/4rf2Txj _________________________________________________________________________ Or you can subscribe to Thoughts on the Market directly on Apple or Spotify. Apple Podcasts: https://mgstn.ly/3Kpzs8r Spotify Podcasts: https://mgstn.ly/3KqqpE2
Our Global Head of Macro Strategy Matthew Hornbach and our Chief U.S. Economist Michael Gapen discuss the signals investors will be seeking from the new Fed Chair leading his first monetary policy meeting and possible implications for markets. Never miss a Morgan Stanley video. Subscribe to our YouTube channel now: https://mgstn.ly/4rf2Txj _________________________________________________________________________ Or you can subscribe to Thoughts on the Market directly on Apple or Spotify. Apple Podcasts: https://mgstn.ly/3Kpzs8r Spotify Podcasts: https://mgstn.ly/3KqqpE2
Morgan Stanley Chief US Economist expects US inflation to peak this year in May or June. He says the latest CPI report will keep the Federal Reserve on the sidelines for the rest of this year. The consumer price index rose 3.8% from a year earlier, according to Bureau of Labor Statistics data out Tuesday, the most since 2023. After adjusting for inflation, wages fell for the first time in three years. Gapen speaks on Bloomberg Surveillance. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg…
Ed Elson and Michael Gapen break down how markets are responding to the rapidly shifting headlines out of Iran, and where inflation is headed after the oil shock. Then, Ed is joined by Theresa Payton to break down Anthropic’s new Mythos model and what it means for the future of cybersecurity. Finally, Ed explains why it seems like we’re living in a world without law enforcement. Michael Gapen is the Managing Director and Chief U.S. Economist at Morgan Stanley. Theresa Payton is the CEO of Fortalice Solutions and former White House Chief Information Officer. Timestamps 00:00 - Today's Number…
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 about this episode: https://www.morganstanley.com/insight... Never miss a Morgan Stanley video. Subscribe to our YouTube channel now: https://mgstn.ly/4rf2Txj _________________________________________________________________________ Or you can subscribe to Thoughts on the Market directly on Apple or Spotify. Apple Podcasts: https://mgstn.ly/3…
Ed Elson speaks with Michael Gapen and Robert Armstrong about the Federal Reserve’s interest rate decision and what to expect from inflation for the rest of the year. They discuss how households will be impacted by the war in Iran, whether stagflation is on the table, and give the health of the economy a grade. Michael Gapen is the Chief US Economist at Morgan Stanley. Robert Armstrong is a financial commentator for the Financial Times and author of the Unhedged Newsletter. Timestamps 00:00 - Today's Number 00:23 - Market Vitals 00:50 - Inflation Panel (ft. Michael Gapen & Robert Armstrong)…
Ed Elson speaks with Michael Gapen, Chief U.S. Economist at Morgan Stanley, about the Fed’s path forward and the dollar’s decline. Then Ed breaks down Meta and Microsoft’s earnings with Gil Luria, Head of Technology Research at DA Davidson. Finally, Ed lays out his investment thesis for his latest stock pick: Adobe. Timestamps 00:00 - Today's Number 00:22 - Market Vitals 01:03 - Fed Rate Decision (ft. Michael Gapen) 18:18 - Ad Break 19:34 - Meta and Microsoft Earnings (ft. Gil Luria) 30:30 - Ad Break 31:54 - Adobe 38:05 - Credits — Subscribe to the Prof G Markets newsletter: https://link…
Our Global Head of Macro Strategy Matthew Hornbach and Chief U.S. Economist Michael Gapen discuss the Fed’s path as inflation remains above its target and the labor market continues cooling. Read more about this episode: https://mgstn.ly/4adehnL Never miss a Morgan Stanley video. Subscribe to our YouTube channel now: https://mgstn.ly/3af7QhS _________________________________________________________________________ Or you can subscribe to Thoughts on the Market directly on Apple or Spotify. Apple Podcasts: https://mgstn.ly/3Kpzs8r Spotify Podcasts: https://mgstn.ly/3KqqpE2
Our Chief U.S. Economist Michael Gapen breaks down how growth, inflation and the AI revolution could play out in 2026. Read more about this episode: https://mgstn.ly/4rnVGeR Never miss a Morgan Stanley video. Subscribe to our YouTube channel now: https://mgstn.ly/3af7QhS _________________________________________________________________________ Or you can subscribe to Thoughts on the Market directly on Apple or Spotify. Apple Podcasts: https://mgstn.ly/3Kpzs8r Spotify Podcasts: https://mgstn.ly/3KqqpE2
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