Katerina Simonetti, Morgan Stanley executive director, joins 'The Exchange' to discuss the Fed's path forward and her market outlook.
BreakdownGenerated by LeadStory AI
- Morgan Stanley does not expect US rate cuts in the near term due to tariff uncertainty. 17s
- The Federal Reserve is likely to wait for more data on inflation and tariffs before acting. 29s
- Rate cuts could occur next year if inflation reaches the Fed's 2 percent target. 53s
- The US and Europe are taking different approaches, with Europe considering rate cuts sooner due to a strong euro and other factors. 3m 12s
- Both US and European markets are showing positive momentum, but the US Fed remains cautious and data-driven. 3m 34s