Morgan Stanley: Warsh’s Opening Act at the Fed | 17 Jun 2026

Matthew Hornbach: Global Head of Macro Strategy, Morgan Stanley
Michael Gapen: Chief US Economist, Morgan Stanley
Date of Recording: Tuesday, June 16, 2026, at 8:30 a.m. NY Time [00:00:15]
Context: This conversation takes place ahead of the Federal Open Market Committee (FOMC) meeting on June 16–17, 2026 [00:00:25]. This marks the historic first meeting following the conclusion of Jerome Powell's term as Fed Chair in May 2026, with Kevin Warsh taking the helm [].

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Matthew Hornbach: Global Head of Macro Strategy, Morgan Stanley
Michael Gapen: Chief US Economist, Morgan Stanley
Date of Recording: Tuesday, June 16, 2026, at 8:30 a.m. NY Time [00:00:15]
Context: This conversation takes place ahead of the Federal Open Market Committee (FOMC) meeting on June 16–17, 2026 [00:00:25]. This marks the historic first meeting following the conclusion of Jerome Powell's term as Fed Chair in May 2026, with Kevin Warsh taking the helm [].

Morgan Stanley: Warsh’s Opening Act at the Fed | 17 Jun 2026 | Thoughts on the Market

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Morgan Stanley: Warsh’s Opening Act at the Fed | 17 Jun 2026 | Thoughts on the Market

References

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Is India Really Growing At 7.8%? World Bank’s Neelkanth Mishra Decodes GDP Debate & Base Effect | NDTV Profit

India’s 7.8% GDP print is credible – Turn cyclical recovery into a structural one ! Sajjid Chinoy | CNBC-TV18

What Could Shake Up Markets in September? | 4 Sept 2026 | Morgan Stanley

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2. Shifting Balance of Risks & Monetary Policy Path

3. Institutional Purviews: Chair vs. FOMC

4. Fixed-Income Market & Term Premia Implications

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