Morgan Stanley 2026-06-21

Sunday Start | What‘s Next in Global Macro: New Chair, New Chapter

Report Coverage

Broker
Morgan Stanley
Region
Global
Report Type
Economic Report
Primary Focus
Sunday Start | What‘s Next in Global Macro

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Report Summary

inflation expectations has moved up only little, in contrast to the surge in the Michigan measure. In the preliminary estimate for June, long-run inflation expectations in this survey retreated sharply to 3.4% from 3.9% in May. The information and opinions in Morgan Stanley Research were prepared or are disseminated by Morgan Stanley & Co. LLC and/or Morgan Stanley C.T.V.M. S.A. and/or Morgan Stanley México, Casa de Bolsa, S.A. de C.V. and/or Morgan Stanley Canada Limited and/or Morgan Stanley & Co. International plc and/or Morgan Stanley Europe S.E. and/or RMB Morgan Stanley Proprietary Limited and/or Morgan Stanley MUFG Securities Co., Ltd. and/or Morgan Stanley Capital Group Japan Co., Ltd. and/or Morgan Stanley Asia Limited and/or Morgan Stanley Asia (Singapore) Pte. (Registration numb

Key Takeaways

  • 0, suggesting continued momentum in manufacturing growth. The S&P
  • 9 in May, on the back of the agreement between the US and Iran.
  • 3% m/m with goods up 0.7% and services up 0.2%. With this forecast, we

Why This Report Matters

Morgan Stanley's 6-page analysis on "Sunday Start | What‘s Next in Global Macro: New Chair, New Chapter" provides institutional-grade insights for investors and professionals seeking to understand current market dynamics and investment implications in this space.

Topics Covered

Macro tariff Sunday Start What‘s

Companies Mentioned

Downloaded June Sunday Start Next Carpenter Kevin Warsh Fed Chair Chair Warsh

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