Thoughts on the Market

Global Economy: Fall Outlook for Rates and the Economy

Sep 11, 2023
Seth Carpenter, Chief Global Economist at Morgan Stanley, and Guneet Dhingra, Head of U.S. Trade Strategies at Morgan Stanley, discuss the fall outlook for rates and the economy. They cover topics such as spending indicators, inflation, Treasury yields, the impact of yield curve control, and the increased supply of debt. They also analyze swap spreads and reflect on their mid-year outlook.
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