Matthew Hornbach: Why U.S. Public Debt M...

<p>Our CIO and Chief U.S. Equity Strategist Mike Wilson explains why investors might want to reassess their portfolios, keeping in mind the gap between market moves and monetary policy.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-1 ... Show More

<p>As market murmurs about an AI bubble, our Head of Corporate Credit Research Andrew Sheets offers some perspective on the impacts of the increasing demand for debt.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" rel="noopener ... Show More

<p>Live from Morgan Stanley’s Asian Pacific Summit, our Chief Fixed Income Strategist Vishy Tirupattur explains why micro trends are likely to be more on focus than macro shocks next year.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insight ... Show More

On today’s show we are talking about the most insane statements to come from economists in recent memory.  I’m acutely aware as I’m sure many of our listeners are, of the unsustainable levels of government debt in the US, Canada, the UK, France, Switzerland, Italy. I could go on. ... Show More

The US debt ceiling is all anyone in Washington (and increasingly elsewhere) can talk about these days. For months, politicians have been in a stalemate triggered by Republican demands for spending cuts as the price for paying America's debts. With next week seen as the point at ... Show More

<p>On today’s show we are exploring the limits that could trigger the next major breakage in the economy. I believe that the conditions are consistent with those that led up to the black Monday stock market crash in 1987. I remember that day very well. I was in my fifth year runn ... Show More

<p>In part three of our national debt masterclass, we share a simple debt dynamics formula we can monitor to help guide our investment choices.</p><p>Topics covered include:</p><ul><li>How much has the national debt grown over the past fifties years, and what are the underlying d ... Show More

US inflation is at a 40-year high and the UK is effectively in recession as demand slows for Chinese-made goods. Prime Minister Boris Johnson, though addressing the British economy, could have been speaking for the whole world when he said in a recent interview that “we’re going ... Show More

<p>On today’s show we are taking a look at interest rates. Yesterday the Federal Reserve increased the Federal Funds rate to a range between 5.25%-5.5%. </p> <p>This clearly sets the stage for short term interest rates to increase. The yield on the 10 year treasury decreased from ... Show More

<p>The mainstream media continue to push the narrative that the US and Canadian economies are strong. Unemployment is low and the service sector of the economy is doing great. </p> <p>This is what is driving the soft landing hypothesis. </p> <p>But what is being overlooked is the ... Show More

<p>#recession #money #recession2023 #money  #inflation #deflation #interestrates #dollar #economy <br>The mainstream emphasis on Treasury auctions is, like so many of these things, completely misplaced. It's not just misplaced, even the worst Treasury auctions don't actually matt ... Show More

The UK Debt Office has started selling bonds to retail investors through the primary market Previously the only way you could buy government bonds was through financial institutions, through ETFs, for example. The reason giving for opening it up to consumers is that it will allow ... Show More