Morgan Stanley on the Fed: Give Disinflation a Chance — Hold Call

Posted on by Eben@CANSLIM Research

In a report titled “US Economics Weekly | North America — All we are saying, is give disinflation a chance,” Morgan Stanley & Co. LLC chief US economist Michael T Gapen and colleagues Sam D Coffin, Diego Anzoategui, Arunima Sinha, Heather Berger and Lingdi Xu argue that Chairman Warsh’s hawkish Jackson Hole address should not be read as forward guidance for an imminent hiking cycle. The team contends the speech was intentionally hawkish, aimed at buying the FOMC optionality by shifting market pricing towards a 50/50 decision.

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