Insights

Central Banks remain ready to provide further support to global economies if economic conditions change. However, Central Banks began to discuss potential post-COVID monetary policy. See our discussion of what happened in July and how our portfolios are positioned.

Liquidity Watch

European Money Market Reform Update

10-Aug-2021

Michael Cha, Senior Portfolio Manager Morgan Stanley Global Liquidity, provides an update on the state of play around European Money Market Fund Reform. Listen now.

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Market Insights • 31-Aug-2021
Central Banks Await More Substantial Economic Progress Global Liquidity team Central Banks remain ready to provide further support to global economies if economic conditions change. However, Central Banks began to discuss potential post-COVID monetary policy. See our discussion of what happened in July and how our portfolios are positioned.

Liquidity Watch • 10-Aug-2021 • 8:16 Min
European Money Market Reform Update Michael Cha Michael Cha, Senior Portfolio Manager Morgan Stanley Global Liquidity, provides an update on the state of play around European Money Market Fund Reform. Listen now.

Market Insights • 28-Jun-2021
Will Inflation Surprises Prompt Policy Shifts? Global Liquidity team While May was a quieter month, Central Banks noted stronger than expected inflation data. Will Central Banks start to shift policy? See our discussion of what happened in May and how our portfolios are positioned.

Market Insights • 28-May-2021
Economic Data Improves, but Central Banks Still See Risks Global Liquidity team While February was a quieter month, Central Banks kept policy unchanged and remain ready to provide further support to global economies. See our discussion of what happened in February and how our portfolios are positioned.

Market Insights • 23-Apr-2021
Central Banks Tolerate Rise in Long-Term Rates Global Liquidity Team Central Banks were more optimistic about the economic recovery, however, policy was left unchanged during the month. See our discussion of what happened in March and how our portfolios are positioned.

Market Insights • 25-Mar-2021
Central Banks Hold the Line on Accommodation Global Liquidity Team While February was a quieter month, Central Banks kept policy unchanged and remain ready to provide further support to global economies. See our discussion of what happened in February and how our portfolios are positioned.

Market Insights • 26-Feb-2021
New Year Begins Where Last Year Left Off Global Liquidity Team Central Banks left policy unchanged to start the year, but remain ready to provide further support to global economies. See our discussion of what happened in January and how our portfolios are positioned.

2021 Outlooks • 27-Jan-2021
The More Rates Stay the Same, the More Things Change… Robert Leggett, Jonas Kolk, Brian Buck The New Year celebration this year took different meaning than usual as many looked to turn a new chapter into 2021 and put the global pandemic-induced struggles of 2020 behind them. Read more about how the money market landscape may look this coming year.

Market Insights • 27-Jan-2021
Rising COVID-19 Cases Prompt Central Banks to Extend Aid Global Liquidity Team Central Banks increased aid to global economies during the month driven by the rising COVID-19 case count, and continue to stand ready to use the tools at their disposal to further stimulate as needed. See our discussion of what happened and how our portfolios are positioned.

Market Insights • 31-Dec-2020
Central Banks Prepare to Confront COVID-19 Second Wave Global Liquidity Team Central Banks became cautious of the increasing COVID-19 case count, but stand ready to use the tools at their disposal to further stimulate global economies as needed. See our discussion of what happened and how our portfolios are positioned.

Global Fixed Income Bulletin • 16-Dec-2020
The Heat Is On Global Fixed Income Team Our Global Fixed Income team believe that vaccine makers, governments, legislators, central banks and citizens can deliver a bright economic future in 2021/22.

Market Pulse • 14-Dec-2020 • 7:11 Min
A Few Things Still on the Shopping List: Macro and Politics Do Not Take Days Off Jim Caron Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Market Insights • 30-Nov-2020
Central Banks Cautious Amid Rising COVID-19 Cases Global Liquidity Team Central Banks became wary of the rising COVID-19 case count, and stand ready to use the tools at their disposal to further stimulate global economies as needed. See our discussion of what happened and how our portfolios are positioned.

Market Pulse • 16-Nov-2020 • 6:24 Min
First Look at 2021: Too Much Liquidity Chasing Too Few Assets Jim Caron Jim Caron, Portfolio Manager and Head of Global Macro Strategies, provides timely insights on what’s driving fixed income markets today. Listen now.

Global Fixed Income Bulletin • 11-Nov-2020
How Big Are the Waves? Global Fixed Income Team With the U.S. election in the rear-view mirror, the scope of fiscal stimulus and a resurgent virus remain two big questions for the global economy and bond markets.

Global Fixed Income Bulletin • 16-Oct-2020
The Devil Is in the Details Global Fixed Income Team Our Global Fixed Income team discuss a “most challenging month for financial markets” and argue their long risk position is the best way to position portfolios.

Liquidity Watch • 15-Oct-2020 • 5:06 Min
Cash Investment Guide for a Low Interest Rate Environment Brian Buck Brian Buck, Executive Director Morgan Stanley Global Liquidity, highlights content from the Liquidity Investment Guide, a comprehensive review of liquidity investment options as well as possible portfolio allocation strategies available to our investors. Listen now.

Market Insights • 30-Sep-2020
Central Banks Remain on Hold Global Liquidity Team As expected, the Federal Open Market Committee (FOMC) kept the range for the federal funds rate unchanged at the conclusion of its September meeting, while affirming rates will remain unchanged until employment and inflation targets are met.

Sustainable Investing • 28-Sep-2020
Driving Value in Liquidity Through ESG Barbara Calvi, Navindu Katugampola Investors are increasingly looking to incorporate ESG within their entire portfolio, including the liquidity component. We discuss our holistic approach to ESG analysis and how that is integrated into the investment process.

Market Insights • 17-Sep-2020
Central Banks Continue to Hold, but Ready to Act Global Liquidity Team Although the Fed did not hold a formal meeting in August, Chairman Powell outlined revisions to its monetary policy strategy at the annual Jackson Hole symposium. See our discussion of what happened in August and how our portfolios are positioned.

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