Andrew Sheets: Can Bonds Once Again Play Defe...

Arunima Sinha, from the U.S. and Global Economics team, discusses how an upcoming Supreme Court decision could reshape consumer prices, retail margins and the inflation outlook in 2026.Read more insights from Morgan Stanley.----- Transcript -----Arunima Sinha: Welcome to Thoughts ...  Show more

Our Global Head of Fixed Income Research Andrew Sheets explains how key market indicators reflect a constructive view around the global cyclical outlook, despite a volatile start to 2026.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Though ...  Show more

Some analysts suggest that now is an incredibly attractive entry point to invest in emerging market bonds. We look at how to do this and whether you should.

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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%. 

This clearly sets the stage for short term interest rates to increase. The yield on the 10 year treasury decreased from ...

DB:Feb 9, 2021. Peter Boockvar, CIO of Bleakley Advisory Group, joins Real Vision senior editor Ash Bennington to discuss the oil market rally, signals of incoming inflation and the central bank response to it, and the drop in junk bond yields. Boockvar observes how oil is the la ...  Show more

Jonny Matthews, founder of Super Macro and former portfolio manager at Brevan Howard and managing director at Citi & Saloman Brothers, joins Forward Guidance to share his view on markets and the economy. Having netted a near 100% return in 2022 with a very large short in Treasury ...  Show more