# Arunima Sinha

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The Fed’s Next Moves After Mixed Data

Markets have already priced in a Fed cut, given the mixed economic data in the July labor and CPI prints. Our Global Economist Arunima Sinha makes the case for why we’re standing by our baseline call for a higher bar for a rate cut.   Read more insights from Morgan Stanley. ----- Transcript ----- …

How Politics Affect Global Markets

Political developments in Japan and France have brought more volatility to sovereign debt markets. Our Global Economist Arunima Sinha highlights the risks investors need to watch out for. Read more insights from Morgan Stanley. ----- Transcript -----   Political developments in Japan and France h…

Trends and Challenges for Consumers in 2026

Live from the Morgan Stanley Global Consumer & Retail Conference in New York, our analysts discuss the latest macro trends and pressures impacting the U.S. consumer. Read more insights from Morgan Stanley. ----- Transcript ----- Michelle Weaver: Welcome to Thoughts on the Market. We're coming to …

AI Rewrites the Retail Playbook

Live from the Morgan Stanley Global Consumer & Retail Conference, our analysts discuss how AI is reshaping the future of shopping in the U.S. Read more insights from Morgan Stanley. ----- Transcript ----- Michelle Weaver: Welcome to Thoughts on the Market. We're coming to you live from Morgan Sta…

Why a Tariff Ruling Could Mean Consumer Relief

Arunima Sinha, from the U.S. and Global Economics team, discusses how an upcoming Supreme Court decision could reshape consumer prices, retail margins and the inflation outlook in 2026. Read more insights from Morgan Stanley. ----- Transcript ----- Arunima Sinha: Welcome to Thoughts on the Market…

Global Trade in Flux: What’s Next After Tariff Ruling

The Supreme Court's latest ruling on tariffs has thrown existing trade agreements into uncertainty. Our Head of Public Policy Research Ariana Salvatore and Arunima Sinha, from the U.S and Global Economics teams break down the fallout. Read more insights from Morgan Stanley. ----- Transcript ----- …

YOU HAVE POWERS🔥

What if your life is not waiting for a miracle… but responding to a decision you keep repeating every day? We chase power in rituals, siddhis, and manifestations… but the deepest teachings—from the Puranas to the wisdom of Swami Vivekananda—point to something far more real. Sankalpa. The quiet, un…

S6E4 - Because You Choose To

McKay explores the "because I choose to" mindset - the principle that circumstances don't dictate our reality or outcomes. Throughout the episode he demonstrates that, while life often burdens us with the heavy weight of "I have to," freedom and success emerge when we recognize our inherent agency …

Canada’s Next Growth Phase

Recent headlines about Canada have focused on trade uncertainty and weak productivity. But our Global Economist Arunima Sinha explains why the country may be on the cusp of a stronger, investment-led growth cycle. Read more insights from Morgan Stanley. ----- Transcript -----   Arunima Sinha: Welc…

A Narrower Path for Growth and Stability

Higher rates can take time to filter through the economy, making their full impact difficult to judge. Arunima Sinha from our U.S. and Global Economics teams considers where the pressure may emerge next and how policymakers could navigate the competing risks. Read more insights from Morgan Stanley.…