Sponsor of the Day:
Jerkmate
https://www.morganstanley.com/insights/podcasts/thoughts-on-the-market/jackson-hole-fed-meeting-treasury-yields-michael-gapen-matthew-hornbach
Jackson Hole Meeting: Treasury Yields | Thoughts on the Market
Listen to the second of a two-part episode, as our analysts discuss how Treasury yields and the U.S. dollar could react to the possible Fed rate path.
jackson hole meetingtreasury yieldsthoughtsmarket
https://www.morganstanley.com/insights/podcasts/thoughts-on-the-market/jackson-hole-fed-meeting-agency-mortgage-backed-securities-jay-bacow-james-egan
Jackson Hole Meeting: Agency Mortgages | Thoughts on the Market
Listen to our analysts explain why the macro backdrop could be changing in favor of agency mortgages after the Fed’s annual meeting in Jackson Hole.
jackson hole meetingagencymortgagesthoughtsmarket
https://www.morganstanley.com/insights/podcasts/thoughts-on-the-market/jackson-hole-fed-meeting-monetary-policy-michael-gapen-matthew-hornbach
Jackson Hole Meeting: Monetary Policy | Thoughts on the Market
Listen to the first of a two-part episode, as our analysts discuss the reaction to Chair Powell's Jackson Hole comments and the outlook for monetary policy.
jackson hole meetingmonetary policythoughtsmarket