global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  01-Sep-2023

Higher for longer, yes, but not much higher 

Fixed Income Team
The Broad Markets Fixed Income team explains why they believe we are still close to the end of the rate hiking cycle, but why rates may remain range bound until the data proves otherwise.

10433994_GFI-Bulletin_Insight-Tile-1x1
 
global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  31-Jul-2023

We’re All Data Dependent Now 

Fixed Income Team
U.S. recession risk keeps receding, with many analysts, including the Fed research staff, now saying the highest probability scenario is no recession at all. But, despite this increased optimism, inflation has been behaving well. The Broad Markets Fixed Income team explains why this can be good for financial assets in their monthly outlook.

10433994_GFI-Bulletin_Insight-Tile-1x1
 
global-fixed-income-bulletin page
Global Fixed Income Bulletin  •  14-Jul-2023

Are we there yet? 

Fixed Income Team
Crunch time will arrive later in 2023 as the cumulative effects of central bank tightening continue to bite and residual strength from pandemic fiscal policy support wanes if not disappears. Recession risks remain, but in our view, remain overblown.

10433994_GFI-Bulletin_Insight-Tile-1x1
 
Warning Icon Sorry, there are no Italian versions available. Please switch back to view all versions.
 
 
Our fixed income investment capabilities are driven by seven specialized teams – Agency MBS, Broad Markets Fixed Income, Emerging Markets, Floating-Rate Loans, High Yield, Municipals, and Securitized – which span the global fixed income capital markets.
 
 

This is a Marketing Communication.

モルガン・スタンレー・インベストメント・マネジメント株式会社
金融商品取引業者 関東財務局長(金商)第410号

加入協会:日本証券業協会、一般社団法人投資信託協会、
一般社団法人日本投資顧問業協会、一般社団法人第二種金融商品取引業協会


プライバシー・ステートメント    •    利用条件    •    オフィス所在地    •    日本におけるモルガン・スタンレー

©  Morgan Stanley. All rights reserved.