Capital spending usually signals how a company is positioning itself for the future. Our Global Head of Fixed Income Research Andrew Sheets explains why this metric is getting more attention from investors.
Read more insights from Morgan Stanley.
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Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head ... Show More
Aug 2024
Wellington's Khurana: Broad election results will impact bond yields for years
Brij Khurana, fixed income portfolio manager at Wellington Management, says that if either political party sweeps the election in November -- winning the presidency and control of Congress and the Senate -- the result will be higher bond yields, because the market will price in g ... Show More
1h 1m
Aug 2019
Why Les Nanberg expects a recession before this year ends
Les Nanberg of Cornerstone Wealth Management in Boston said he sees big slowdowns in economic activity around the world, including the United States, and ntoed that itnerest rate cuts will not do much to stem weakness, especially with a trade war making growth and recovery more d ... Show More
59m 38s