Arunima Sinha on high interest rate transmission and the Fed's policy path
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Arunima Sinha from Morgan Stanley's U.S. and Global Economics team analyzed on "Thoughts on the Market" that there is a lag in the transmission of high interest rates to the economy. The current calibration of Federal Reserve monetary policy has become more challenging, requiring a balance between upward inflationary pressures and economic growth risks. She noted that the Fed raised rates in September, and market expectations for the next rate hike are highest for December, which aligns with Morgan Stanley's baseline forecast.
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Arunima Sinha from Morgan Stanley's U.S. and global economic team discusses on Thoughts on the Market how high interest rates are transmitting to the economy with a lag, and how the Fed's policy calibration is becoming more challenging as it balances inflation risks against growth concerns.
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