| Global Fixed Income Bulletin • 15-May-2025 | |
Unprecedented Volatility, But No Real Clarity
Broad Markets Fixed Income Team
April had a rough start, but by the end of the month, it looked a bit unremarkable, at least as measured by market movements. The Broad Markets Fixed Income team explains.
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| Global Fixed Income Bulletin • 11-Apr-2025 | |
Video: Tariffs, Tariffs, Tariffs: Waiting (Anxiously) for Clarity
Broad Markets Fixed Income Team
Heightened volatility has impacted the global financial markets, whilst awaiting clarity on U.S. trade policy. Watch our latest global fixed income video, analysing the affects on global trade, monetary policy and raised stagflation worries.
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| Global Fixed Income Bulletin • 07-Apr-2025 | |
Tariffs, Tariffs, Tariffs: Waiting (Anxiously) for Clarity
Broad Markets Fixed Income Team
The Broad Markets Fixed Income Team reflects on the events of March, but also discusses the market movements that transpired the first few days of April.
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| Global Fixed Income Bulletin • 20-Mar-2025 | |
Video: You Ain’t Seen Nothing Yet - History in the Making
Broad Markets Fixed Income Team
Amid risk of an escalating global trade war and ongoing geopolitical instability, we examine how fading U.S. exceptionalism, robustness of credit spreads and rising market volatility impact global fixed income markets in our latest video.
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| Global Fixed Income Bulletin • 19-Mar-2025 | |
You Ain’t Seen Nothing Yet: History in the Making
Broad Markets Fixed Income Team
Things are changing fast and remain fluid. Whether it is for better or worse we do not know. The Broad Markets Fixed Income Teams explores the implications for investors.
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| Global Fixed Income Bulletin • 25-Feb-2025 | |
Video: An On Again, Off Again World
Broad Markets Fixed Income Team
While we wait for the White House to clarify policies that may influence financial conditions, we look in depth at why tariffs, monetary policy and credit fundamentals matter to global fixed income markets in our latest video.
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| Global Fixed Income Bulletin • 20-Feb-2025 | |
An On-Again, Off-Again World
Fixed Income
While financial markets had a good January, the future remains quite murky. The Broad Markets Fixed Income Team explores.
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| Global Fixed Income Bulletin • 28-Jan-2025 | |
Video: Is 2025 (finally) the Year of the Bond?
Broad Markets Fixed Income Team
Curious about the future of monetary policy, government debt and credit markets? Watch our latest video on the outlook for global fixed income markets in the coming year.
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| Global Fixed Income Bulletin • 17-Jan-2025 | |
Is 2025 (finally) the Year of the Bond?
Broad Markets Fixed Income Team
The last five years have been full of surprises. In their Bulletin, the Broad Markets Fixed Income Team reviews the past month and looks ahead to 2025.
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| Global Fixed Income Bulletin • 17-Dec-2024 | |
Video: Now We Wait
Broad Markets Fixed Income Team
What do changes in the global economy and policy uncertainty mean for fixed income markets in 2025? In our latest video, we discuss how these factors may influence markets and the steps we’re taking to navigate rising complexity in the upcoming year.
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| Global Fixed Income Bulletin • 17-Dec-2024 | |
Now We Wait
Broad Markets Fixed Income Team
How will bond markets decipher the true state of economy and the scale of the incoming administration's polies? The Broad Market Fixed Income Team explores.
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| Global Fixed Income Bulletin • 22-Nov-2024 | |
Video: Riding the Rollercoaster
Broad Markets Fixed Income Team
In his November video bulletin, Chief Investment officer Michael Kushma shares his thoughts on where fixed income markets may be heading now that the US presidential election has passed. Watch to find out why he’s focused on three key themes: Trumponomics 2.0, steepening yield curves and areas of opportunity for fixed income investors.
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| Global Fixed Income Bulletin • 21-Nov-2024 | |
Riding the Rollercoaster
Broad Markets Fixed Income Team
The Broad Markets Fixed Income Team explores the implications of the U.S. elections for bond investors.
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| Global Fixed Income Bulletin • 18-Oct-2024 | |
Video: Goldilocks Redux?
Broad Markets Fixed Income Team
Is market optimism about rates too high? Find out why high volatility potential and tight spreads are making us choosier about bonds.
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| Global Fixed Income Bulletin • 18-Oct-2024 | |
Goldilocks Redux?
Broad Markets Fixed Income Team
The Broad Markets Fixed Income Team explores the impact of the Fed's Sepember rate cuts for fixed income investors.
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| Global Fixed Income Bulletin • 24-Sep-2024 | |
Video: In Like a Lion, Out Like a Lamb?
Broad Markets Fixed Income Team
When the Fed says "cut," investors ask "How deep?" Find out where we stand on current rate forecasts, plus our outlook for the credit market and the US dollar.
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| Global Fixed Income Bulletin • 18-Sep-2024 | |
In Like a Lion, Out Like a Lamb?
Broad Markets Fixed Income Team
Fixed income put in another solid performance in August despite unprecedented volatility in the first two weeks. The Broad Markets Fixed Income Team explores.
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| GLOBAL FIXED INCOME BULLETIN VIDEO • 15-Aug-2024 | |
Video: Can the Fed Take Home a Gold?
Broad Markets Fixed Income Team
Explore the latest expectations for Fed rate cuts, reasons to closely watch the US elections, and why we continue to favor short-duration credit.
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| Global Fixed Income Bulletin • 12-Aug-2024 | |
Can the Fed Take Home a Gold?
Broad Markets Fixed Income Team
Despite central bank’s reluctance to pre-commit to policy paths, bond investors’ optimism has increased. The Broad Market Fixed Income Team explores.
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| GLOBAL FIXED INCOME BULLETIN VIDEO • 23-Jul-2024 | |
Video: Roller Coaster Continues as Elections Generate Volatility
Broad Markets Fixed Income Team
Co-Head of Broad Markets Fixed Income Vishal Khanduja discusses the probability for a U.S. soft landing, the heightened political uncertainty and how investors should think about positioning for volatility.
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| Global Fixed Income Bulletin • 16-Jul-2024 | |
Roller Coaster Continues as Elections Generate Volatility
Fixed Income
June was a mixed month for fixed income. Lower US yields were supported by weaker-than-expected inflation and increased market expectations of further rate cuts.What was the impact on fixed income markets? The Broad Markets Fixed Income team explains.
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| GLOBAL FIXED INCOME BULLETIN VIDEO • 25-Jun-2024 | |
Video: Lost in the Forest
Fixed Income Team, Broad Markets Fixed Income Team
The market is pricing in rate cuts for the U.S., as global central banks move to ease policy. But are investors getting ahead of themselves? The Federal Reserve remains cautious, and hard data suggests rate-cut delays – not cuts. Will markets reassess their views? Will the Fed change tact? And will rate uncertainty affect opportunities within global fixed income?
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| Global Fixed Income Bulletin • 14-Jun-2024 | |
Lost in the Forest
Broad Markets Fixed Income Team
Despite still high levels of growth and inflation (relative to targets), bond investors have become optimistic about future Fed policy. What is the impact on fixed income markets? The Broad Markets Fixed Income team explains.
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| Global Fixed Income Bulletin • 13-May-2024 | |
All Not So Quiet on the Western Front
Broad Markets Fixed Income Team
The shift in expectations for rate cuts was felt across the world as yields rose in both the developed and emerging markets. The Broad Markets Fixed Income Team explores the impact on investors.
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The Broad Markets Fixed Income team unites the expertise of single-sector research and trading teams across the Morgan Stanley Investment Management fixed income platform to identify what they believe are the best opportunities in fixed income.