Matthew Hornbach: Easing Yield Curve Con...

Bonds may no longer provide the shelter investors have expected. Our CIO and Chief U.S. Equity Strategist Mike Wilson talks about the changing relationship between inflation, yields and risk.Read more insights from Morgan Stanley.----- Transcript -----Bonds may no longer provide ... Show More

AI’s enormous capital requirements are reshaping the way companies tap credit markets. Our Chief Fixed Income Strategist Vishy Tirupattur takes stock of this summer’s key financing developments. Read more insights from Morgan Stanley.----- Transcript -----Vishy Tirupattur: Welcom ... Show More

AI is becoming a matter of national strategy, as countries seek more control over their own technology. Our Heads of U.S. Public Policy Ariana Salvatore and Global Thematic Research Stephen Byrd look at the race for AI sovereignty and its implications for investors.Read more insi ... Show More

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG,. __ So many market participants now regard an inverted yield curve as a harbinger of a recession, due to the indicator’s perfect track record of pre ... Show More

Sentiment is mixed. The S&P500 eked out small gains after a volatile session. The FOMC minutes, released yesterday, came as a confirmation that the Federal Reserve (Fed) remains fully committed to bringing inflation down, even if it means slower growth. But, the recession talk, l ... Show More

Mark Cabana, head of US Rates Strategy at BofA Global Research, joins Forward Guidance to share insights on today’s very strange bond market. Cabana, a former officer at the Markets Group at the Federal Reserve Bank of New York, explains his bullish case for the 10-year U.S. Trea ... Show More

The market continues to go higher, despite a banking crisis. Interest rates are starting to come down. Things don’t seem as dire as once thought. We’ll give you our thoughts on what we see right now with the ten-year treasury at 3.5%. Markets inching higher throughout the year. W ... Show More

Runaway inflation. Surging interest rates. Bank failures. For a while it seemed like all of these issues would combine to trigger a US recession. Not so fast, says Morgan Stanley’s Seth Carpenter, the bank’s global chief economist. He joined the What Goes Up podcast to explain wh ... Show More

<p>Markets saw a decent pullback over the last 24 hours, with the S&amp;P 500 recording its worst daily performance for over two weeks. Meanwhile, the 10-year Treasury yield moved back up to 3.85%. These moves reflected investors becoming more sceptical about the chances of rate ... Show More

Edward Yardeni, president and chief investment strategist at Yardeni Research, says it is possible that long-term recession predictors like the inverted yield curve and leading indicators may not be right this time, but mostly because the economy has been going through a series o ... Show More

Why the U.S. Treasury yield curve inverted and what it means.  This episode is sponsored by Nexo.io, Arculus and FTX US.  Since 1955, every U.S. recession has been preceded by the inversion of the U.S. Treasury yield curve, meaning that short-dated notes had higher yields than lo ... Show More

Interest rates could remain higher than the previous few cycles, with an upward sloping yield curve by the end of 2024, Gregory Staples, DWS Investment Management’s head of fixed income in North America, says on this episode of Bloomberg Intelligence’s FICC Focus Podcast.  In thi ... Show More