United States — Federal Reserve & Morgan Stanley
26 shared events · Importance 5 · Last updated Aug 23, 2026
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International
United States — Federal Reserve: The Fed's policy stance and potential rate hikes are key to the yen's outlook; the intervention may influence its decisions, but the Fed itself did not directly intervene.
Morgan Stanley: Also reportedly executed the U.S. Treasury's euro sale for yen, contributing to the intervention's implementation.
Jul 30, 2026 · 162 articles
Domestic
United States — Federal Reserve: The United States — Federal Reserve, under Chairman Kevin Warsh, is reducing its communication and potentially the frequency of policy meetings, which is unsettling markets and contributing to higher long-term yields.
Morgan Stanley: Vishal Khanduja of Morgan Stanley noted that markets would become more data-dependent and volatile around economic releases.
Aug 12, 2026 · 6 articles
Business
United States — Federal Reserve: Expectations of fewer rate hikes by the United States — Federal Reserve are cited as a factor driving the rotation out of semiconductor stocks, indirectly influencing market dynamics.
Morgan Stanley: Morgan Stanley issued a note recommending a shift in investment strategy from semiconductor stocks to AI hyperscalers and other sectors, influencing market sentiment and investment flows.
Apr 20, 2026 · 7 articles
Business
United States — Federal Reserve: Inflation concerns, partly driven by high oil prices, reduce the chances of the United States — Federal Reserve cutting rates this year and raise risks of rate hikes in 2026, impacting bond yields and overall market sentiment.
Morgan Stanley: Morgan Stanley's strategist, Michael Wilson, offered an optimistic outlook on the market, suggesting the recent correction was healthy.
May 20, 2026 · 72 articles
Business
United States — Federal Reserve: The United States — Federal Reserve reported strong manufacturing output and is expected to hold rates steady in September, supporting market sentiment.
Morgan Stanley: Morgan Stanley announced a similar infrastructure financing plan, seeking to capitalize on the data center boom.
Aug 05, 2026 · 65 articles
Business
United States — Federal Reserve: The United States — Federal Reserve is closely watching inflation data and may raise interest rates, impacting market sentiment.
Morgan Stanley: Morgan Stanley was a joint book-running manager for the SpaceX IPO, helping to manage the offering and earning substantial fees.
Mar 09, 2018 · 538 articles
Business
United States — Federal Reserve: Atlanta Fed model forecasts lower GDP growth due to trade drag.
Morgan Stanley: Slash their second-quarter GDP growth estimate to 2.1% from 2.5% due to trade data.
Jun 26, 2026 · 22 articles
Business
United States — Federal Reserve: Interest rate cut expectations reassessed due to inflation concerns from oil price jumps.
Morgan Stanley: Reported Q2 M&A data showing 64% year-over-year increase in announcements; forecast $6.4T global M&A in 2026.
Jul 14, 2026 · 13 articles
Business
United States — Federal Reserve: The United States — Federal Reserve's upcoming FOMC decision is a macro catalyst that could influence crypto markets, including Solana and Pepeto.
Morgan Stanley: Morgan Stanley launched a spot Solana ETF that attracted $19 million in its first day, signaling institutional interest in Solana. This supports the long-term case for SOL but has not yet lifted its price significantly.
Jul 03, 2026 · 60 articles
International
United States — Federal Reserve: Markets price two rate hikes by January as inflation persists above target; the Fed faces stagflation risks.
Morgan Stanley: Morgan Stanley's fixed income research head highlighted European Union — Europe's double hit from energy and policy tightening.
Jul 24, 2026 · 6 articles
Domestic
United States — Federal Reserve: The Fed is the subject of the review, which aims to sharpen its performance and adapt to a changing economy.
Morgan Stanley: Kevin Warsh's background as a former Morgan Stanley executive is mentioned as part of his resume, providing context to his professional experience.
Apr 20, 2026 · 71 articles
International
United States — Federal Reserve: The Fed faces pressure to raise rates to combat inflation from higher oil prices, affecting markets.
Morgan Stanley: Morgan Stanley noted low diesel and jet fuel stocks, highlighting supply concerns.
Apr 08, 2026 · 416 articles
Domestic
United States — Federal Reserve: The United States — Federal Reserve is facing a significant test due to persistent inflation, which is well above its 2% target. The central bank is considering interest rate hikes to combat inflation, despite previous inclinations to cut rates.
Morgan Stanley: Morgan Stanley's economist provided estimates on the impact of tariffs on prices.
Jun 10, 2026 · 63 articles
Business
United States — Federal Reserve: The United States — Federal Reserve's potential rate hikes are a major focus for markets, with traders pricing in at least one hike by year-end due to the strong US economy and persistent inflation.
Morgan Stanley: Morgan Stanley models an implied global oil market surplus and its head of FX EM strategy, James Lord, commented on the dollar's strength.
Apr 20, 2026 · 24 articles
Business
United States — Federal Reserve: The United States — Federal Reserve's potential interest rate hikes to combat inflation could worsen the economic situation and impact AI investment, as analysts consider such actions inevitable.
Morgan Stanley: Morgan Stanley provided estimates on big tech's spending on data centers, highlighting the significant investment in AI infrastructure.
Jun 05, 2026 · 13 articles
Business
United States — Federal Reserve: The United States — Federal Reserve is the central bank of the United States, and its new chair, Kevin Warsh, had to divest from SpaceX-related holdings due to ethics requirements.
Morgan Stanley: Morgan Stanley is a co-lead underwriter for the SpaceX IPO and hosted a lunch meeting for institutional investors. Its analysts have made ambitious revenue projections for SpaceX's future.
Apr 20, 2026 · 457 articles
Business
United States — Federal Reserve: Hawkish United States — Federal Reserve monetary policy is cited as a general market concern that contributed to Cerebras Systems' share price decline after its IPO, though not directly related to the analyst coverage.
Morgan Stanley: Morgan Stanley, an IPO bookrunner for Cerebras Systems, initiated coverage with an 'overweight' rating and a $250 price target, contributing to the positive sentiment around Cerebras Systems.
Jun 08, 2026 · 12 articles
Business
United States — Federal Reserve: Mentioned in context of Bridge's bank charter opposition; not directly involved in the bid.
Morgan Stanley: Co-lead bank providing financing; also provided analyst commentary on deal.
Jul 15, 2026 · 96 articles
Business
United States — Federal Reserve: Potential Fed rate hikes could pressure high-valuation tech stocks like SpaceX.
Morgan Stanley: Morgan Stanley reiterated a $300 price target on SpaceX, showing bullish sentiment despite the stock's decline.
Jun 18, 2026 · 319 articles
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