Morgan Stanley's Head of US Policy on Impact of US Govt Data Delays

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Morgan Stanley's head of US policy, Monica Guerra, expects a December rate cut and advises investors to consider alternative indicators beyond traditional data releases.

Market Impact

Market impact analysis based on bearish sentiment with 73% confidence.

Sentiment
Bearish
AI Confidence
73%

Article Context

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Monica Guerra, Morgan Stanley’s head of US policy, says she expects a December rate cut and urges investors to look beyond traditional data releases to alternative indicators. She tells Katie Greifeld and Romaine Bostick on “The Close.” (Source: Bloomberg)

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Original article published by Bloomberg on November 19, 2025.
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