This podcast episode discusses Morgan Stanley's midyear outlook for the U.S. economy, specifically focusing on the labor market, inflation, interest rates, and housing growth. The speakers anticipate a slowdown in GDP growth, a shift from labor shortage to an increase in labor supply, lower inflation numbers, potential rate cuts by the Federal Reserve, and continued growth in residential investment and housing demand. Overall, the conversation provides valuable insights into the current state of the U.S. economy and its future outlook.
