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of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
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Free AccessMorgan Stanley: Data Suggests Supply Chains Remain More Resilient Than Expected
- MS economists are calling for a last rate hike at the February meeting to a terminal rate of 8.00%, when real rates ex ante (rates minus inflation expectations 12 months ahead) will be at their highest level going back to the start of the 2000s.
- Policymakers should remain attentive to new information, including economic activity data and inflation expectations, in deciding future action. The ongoing social unrest has added more uncertainty regarding the near-term outlook for inflation.
- On top of this, more recently, roadblocks have begun to negatively impact the supply of different goods, putting pressures on already-high inflation (8.66%Y in January). Still, the latest CPI print came in well below Bloomberg surveyed expectations of 8.97%Y, suggesting that supply chains remain more resilient than expected.
To read the full story
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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.